News ASML's High-NA chipmaking tool will cost $380 million — the company already has orders for '10 to 20' machines and is ramping up production

[Admin]

AMSL's High-NA lithography machine to cost more than twice as much as existing Low-NA tools.

ASML's High-NA chipmaking tool will cost $380 million — the company already has orders for '10 to 20' machines and is ramping up production : Read more

 

[DavidLejdar]

Or TSMC may speed things up, if Nvidia is like: "Yo, we know that demand for Ada Lovelace GPUs is currently outpacing production. But, you know, we are not going to sit on this gen forever, when we can still push performance (with other components providing the necessary infrastructure, such as with PCIe 5.0) and possibly lower energy consumption per performance."

Either way, among a handful of ETF savings plans, I have one, which is about one third just TSMC. The market did apparently already catch up on that ASML has quite some relevancy, when it comes to AI and stuff. But seemingly not so much yet in regard to TSMC (and some else). There may be of course some downturn, such as when someone makes a cute video about crypto, and many stock investors shift their funds into that crypto, where nothing really gets produced and where barely any jobs are provided, and so on. But I'd be surprised if everyone stopped spending on new tech for an entire decade, especially when that tech enables at the very least a new level of data processing - such as taking data from a production line in a factory, and keeping it in check, instead of dozens of technicians running around doing it all manually, without time to help with new production lines.

 

[vanadiel007]

Without knowing how much profit it can make, as in how many chips and of what complexity, there's no point in mentioning the cost of the machine.

I would gladly pay $380 million and throw in another $20 million bonus, if I can make $500 million of pure profit from it.