AIThe Decoder1h ago
ASML locks in TSMC, Samsung, and Intel
ASML locks in TSMC, Samsung, and Intel while Huawei races to break its grip
TL;DRASML's new photomask tech boosts chip production speed; Huawei pushes China's alternative.
Why it matters: Semiconductor supply chain control remains geopolitical battleground between West and China.
ASML has won over Samsung, TSMC, and Intel to switch to larger photomasks, which should boost the throughput of its newest EUV machines by 40 percent. Meanwhile, Huawei is orchestrating China's counter-strategy, aiming to break its dependence on the Dutch lithography technology…
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