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ASML: TSMC's Critical Supplier, Explained

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About ASML: TSMC's Critical Supplier, Explained

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TSMC is the world's largest independent semiconductor foundry. It has a 50% share in the market. They supply fabless chip designers like Apple, Nvidia, Qualcomm and AMD. There has been a lot of press and interest recently in its work. But TSMC has its own suppliers too. These are the people who make the super cutting-edge machines that TSMC operates 24/7. Dutch multinational ASML is TSMC’s most important supplier and the maker of the EUV equipment critical to its N7+ and N5 processes. In this video I am going to profile this rather obscure company and examine its relationship with TSMC. I’ll also help answer the question of who is ā€œmore importantā€ so that the fanboys can better score points against each other on internet boards. Face-off! Who matters more!? Spoiler alert: They both matter a whole lot to each other. Errata: 3:33 I misspoke. TwinScan was first released 2001, not 2006. Links: - My video on TSMC and Taiwan with additional background on EUV development: https://youtu.be/nCnF-i1XDiU - The Asianometry Newsletter: https://asianometry.com - Patreon: https://www.patreon.com/Asianometry

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