[ahartmetz]

"Big if true". That's surprising. More ASML machines = more capacity in the future. Do you have a source for that?

Intel would need to have lots of (and / or very big) customers lined up or big plans to manufacture possibly more than CPUs of their own design to make use of that capacity.

[GeekyBear]

They mention that Intel bought the initial production run in the page that introduced the new product.

> can print transistors 1.7 times smaller – and therefore achieve transistor densities 2.9 times higher – than they can with NXE systems.

https://www.asml.com/en/news/stories/2024/5-things-high-na-e...

[ahartmetz]

Nothing about the number of machines in that article though. I could well see Intel buying the first ones of the new series as a PR coup. I mean obviously they are going to use them, too.

[GeekyBear]

> Intel has secured all of ASML’s stock of High Numerical Aperture NA Extreme Ultraviolet (High NA EUV) chipmaking equipment due to be manufactured this year.

https://www.datacenterdynamics.com/en/news/intel-acquires-as...

[aurareturn]

In 2024.

Anyways, it doesn't matter if it's high NA or low NA when it comes to capacity. What matters is how many total EUV machines and fabs. As of right now, a Google search says TSMC has 2x the number of fabs in construction as Intel.