Comment by bigyabai
2 days ago
They don't have much choice. ASML is the bottleneck, TSMC is only the current hegemon. Nothing prevents Samsung or Intel from eventually catching up to their EUVL techniques, and in some respects they already have.
2 days ago
They don't have much choice. ASML is the bottleneck, TSMC is only the current hegemon. Nothing prevents Samsung or Intel from eventually catching up to their EUVL techniques, and in some respects they already have.
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