ASML: TSMC's Critical Supplier, Explained

Video Description

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 “more important” 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