[phkahler]

>> While TMSC is no doubt ahead of competition, it is just by margin of 1-2 generations at max

No, they're ahead because they mastered EUV lithography. It's not just another shrink, it requires a lot of changes and they all have to work and play nice together. The fact that Intel can't seem to get it right, and global foundries voluntarily stopped short is very telling.

Having cleared the hurdles TSMC is rapidly going through a bunch of new nodes: 7,6,5,3,2.

[YetAnotherNick]

Hasn't samsung already started production with EUV lithography?

[sanxiyn]

Yes, Samsung's EUV process is in production since 2019.

[mardiyah]

IMHO the latest is 8nm, not ensuring true or half

[_0w8t]

EUV machinery was delivered to TMSC by a firm from The Netherlands.

[phkahler]

And Intel has purchased such equipment from them as well. A machine is not a fab-process-in-a-box or everyone with money would be in production already.

[_0w8t]

Few years ago EUV was not considered production ready. Intel made a reasonable bet that given their lead in the traditional lithograph by continuing with it they would stay ahead of competition until EUV matures.

TMSC instead decided to try EUV. That was a risky bet. But then ASML from The Netherlands managed to solve the problem of EUV intensity and Intel had found that they just could not manage to push traditional lithography further.

[mardiyah]

the number please?

ie. how many intel and TSMC bought and is using now

[memorybadger]

ASML