Re:The numbers that explain Intel’s decline
by ksec on Thursday November 24, 2022 @07:01PM
(#33737558)
What explanation? Lithography is only a small part of the whole Foundry process. It is not like Samsung and TSMC are the same either.
Outside of TSMC, Samsung still hasn't perfected their node on EUV. And Intel, is still on the waiting list, skipping right ahead to High-NA EUV. With their N4 and N5 on a very short term.
People often think ASML are like convenience store where they could go and buy one right now. When in fact even if you have the money approved today ( which in itself takes a long time in a large company ) you will still be on the waiting list for 2 years or longer. You will then need another year for them to ship enough machines for you to ship your product.
Outside of TSMC, Samsung still hasn't perfected their node on EUV. And Intel, is still on the waiting list, skipping right ahead to High-NA EUV. With their N4 and N5 on a very short term.
People often think ASML are like convenience store where they could go and buy one right now. When in fact even if you have the money approved today ( which in itself takes a long time in a large company ) you will still be on the waiting list for 2 years or longer. You will then need another year for them to ship enough machines for you to ship your product.