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Matthew M's avatar

Do you feel TSMCs comments about Automotive (and AI) leading the push toward growth, alongside their long-term SSMC JV with NXP, point to any sort of large-scale collaboration upcoming between these two companies as semis in Autos continue to face shortages?

Jon Y's avatar

It's certainly possible. But nothing is for sure.

Roderick Louis's avatar

Should some of the $28 Billion be spent on diversifying the market for EUV Lithography machines??:

https://euvlitho.com/

"EUV Lithography Research and Development Activities in Japan... ", 2019;

http://www.euvlitho.com/2019/P4.pdf

Page 51 " Difficult Challenges 2019 Draft V2"..

https://phonemantra.com/japanese-lithographic-equipment-manufacturers-want-to-maintain-their-position-after-switching-to-euv-but-it-will-be-difficult/