ASML, TSMC, Samsung and Intel Set AI Chip Manufacturing Roadmap Through 2033
ASML, TSMC, Samsung and Intel agreed on an AI chip manufacturing roadmap to 2033, targeting a 12-inch mask pilot line in 2031 and High-NA EUV systems entering advanced-node production by 2033. The machines cost about $400M each, and the plan aims to raise fab productivity and cut cost per chip for customers such as Nvidia, where 12-inch adoption aligns with TSMC’s 2030 timeline.
Coverage (18)
- Can ASML's Tie-Up With TSM to Advance High NA EUV Drive Growth? (qz.com)
- ASML Expands High-NA Ties With Samsung and Intel as AI Demand Builds (theglobeandmail.com)
- TSMC Collaborates to Expand Large-Format Photomasks for High NA EUV (theglobeandmail.com)
- ASML Expands High-NA Ties With Samsung and Intel as AI Demand Builds (finance.yahoo.com)
- TSMC Collaborates to Expand Large-Format Photomasks for High NA EUV (finance.yahoo.com)
- AI demand drives TSMC to 53 percent revenue growth (techzine.eu)
- Intel (INTC) and ASML Move High-NA EUV Into Production. Can the Economics Catch Up? (finance.yahoo.com)
- TSMC to use ASML’s next-gen machines for high-volume chip manufacturing (abc15.com)
- Can ASML's Tie-Up With TSM to Advance High NA EUV Drive Growth? (finance.yahoo.com)
- Can ASML's Tie-Up With TSM to Advance High NA EUV Drive Growth? (tradingview.com)
- TSMC, Samsung Back High NA EUV And New Mask Size (marklapedus.substack.com)
- ASML wins over TSMC, Samsung for EUV machines as AI demand surges (taipeitimes.com)
- ASML locks in TSMC, Samsung, and Intel while Huawei races to break its grip (the-decoder.com)
- Intel Climbs 5% on High-NA EUV Production Lead, ASML and Taiwan Semiconductor Advance 3% (finance.yahoo.com)
- TSMC and Samsung commit to ASML High NA EUV machines for AI chips (qz.com)
- TSMC, Samsung Join Intel in Adopting ASML's $400 Million High (finance.biggo.com)
- TSMC, Samsung commit to ASML’s newest chipmaking tools as AI drives demand (cnbc.com)
- ASML, TSMC, Samsung and Intel Agree on AI Chip Roadmap Through 2033 (startupfortune.com)