Redfire75369’s avatarRedfire75369’s Twitter Archive—№ 33

  1. …in reply to @chiakokhua
    @chiakokhua Things to note as far as Intel's EUV goes: 1. ASML is completely booked till 2024. Intel literally can't just order more within that timeframe.
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    1. …in reply to @Redfire75369
      @chiakokhua 2. Intel cancelled some of their EUV orders last year, which Samsung and TSMC used to order up a lot of them. (Worrying, but it was done before Gelsinger became CEO)
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      1. …in reply to @Redfire75369
        @chiakokhua 3. The further down you go in terms of process node, the more EUV you need. By 2023, Intel will be on 7nm, roughly equivalent to TSMC 4.3nm. TSMC and Samsung, on the other hand will be on risk production of 2nm and high volume production of 3nm.
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        1. …in reply to @Redfire75369
          @chiakokhua Intel isn't buying as many EUV machines because they don't have the need to. - See: Samsung's EUV machine buying pre-2020
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