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  • extide - Thursday, January 23, 2020 - link

    Seems like the numbers for 2020/2021 should be target, not actual :)
  • milkywayer - Thursday, January 23, 2020 - link

    The need to triple up production. I want all my devices super ULV. Gimme DDR4 ram at 7nm. TV and set top box chips at 7nm. Budget phones at 7nm. Everything 7nm.
  • s.yu - Friday, January 24, 2020 - link

    I was gonna say that :)
  • Santoval - Thursday, February 20, 2020 - link

    Yes, he just made a mistake in that table and reversed the actual & target values.
  • Santoval - Thursday, February 20, 2020 - link

    (p.s. Not all of them, just the 2020 & 2021 values vs ?).
  • coburn_c - Thursday, January 23, 2020 - link

    How do you have actual shipment numbers for 2021? Are you a wizard?
  • p1esk - Thursday, January 23, 2020 - link

    Those should probably be orders, not shipments
  • abufrejoval - Thursday, January 23, 2020 - link

    I am still flabbergasted at their confidence to bring up 5nm: Last time I looked at the technical hurdles just in pointing the beam, they seemed to mount in good old Moore squares. And that was without materials, dies and whatnot nano stuff, that also needs to just work at these scales...

    ASML is one of the few monopolies that finally seems to work. Glad that they are still European, almost as glad that their light sources aren't. If we don't have Global at this level, everybody is bound to suffer.
  • LiviuTM - Thursday, January 23, 2020 - link

    Yeah, Cymer is an US company, but ASML owns them.
  • Santoval - Friday, January 24, 2020 - link

    That would make Cymer a Dutch company that is located in the US.
  • eastcoast_pete - Sunday, January 26, 2020 - link

    I guess it would be a "wholly owned subsidiary" or some such thing. But, yes, same difference.
  • alphasquadron - Thursday, January 23, 2020 - link

    "Suffering is a part of life"
    -Peter Wennink, CEO of ASML, when asked if his company was a monopoly.
  • eastcoast_pete - Thursday, January 23, 2020 - link

    What I would like to know is whom ASML has sold/is selling those 26/35 EUV scanners to? Are they all going to TSMC and Samsung?
  • Eliadbu - Friday, January 24, 2020 - link

    Intel for sure have also ordered some of those machines and considering they plan to roll out their EUV process next year I bet they some share of the production.
  • eastcoast_pete - Sunday, January 26, 2020 - link

    I would love to see a link to the source for that. The reason I am asking is that if a chipmaker commits to spending over $ 120 million for even just one of those scanners, it's a really good sign that they are serious about starting an EUV process node. So, does anybody know/have a source that Intel ordered or maybe already installed some of those?
  • Santoval - Friday, January 24, 2020 - link

    TSMC should absorb at least half of them, followed by Samsung and lastly by Intel. Intel have not yet deployed EUV fabbed chips commercially but they have been testing EUV for quite some time. Since they are targeting a 2021 release of 7nm based parts (which I *strongly* doubt they're going to pull off) with plenty of EUV layers, this year they should move beyond testing, developing and prototyping, and into taping 7nm wafers to iron out the kinks, including sending samples to their partners.
  • Santoval - Friday, January 24, 2020 - link

    edit: "...taping *out*..."
  • SaberKOG91 - Friday, January 24, 2020 - link

    TSMC are targeting 5nm in the 2H20. They are using EUV on that node to get the mask count down a bit lower than 7nm. To the best of my knowledge, they don't have EUV in production for any of the 7nm nodes.
  • Spunjji - Friday, January 24, 2020 - link

    TSMC's 7nm+ uses EUV
  • Santoval - Thursday, February 20, 2020 - link

    Both TSMC's 7nm+ node and its minor variant 6nm node employ EUV for some layers.
  • Anymoore - Friday, January 24, 2020 - link

    Focus is so much on EUV, don't miss the ~4x larger volume in immersion sales, which has been ongoing all this time. There is serious accumulation of immersion tools for multipatterning going on.
  • eastcoast_pete - Sunday, January 26, 2020 - link

    I'd like to see some news of that as well. Capital spending on those manufacturing tools is among the best indicators where a chipmaker is moving towards.

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