TSMC Rejects ASML's High-NA EUV Machines, Shares Fall 1%
Taiwan Semiconductor declined to adopt ASML’s next-generation high-numerical-aperture EUV lithography systems, citing prohibitive pricing compared with its existing low-NA tools. ASML shares slumped over 1% following the announcement, as investors weigh potential order delays and look to Intel and other chipmakers for future high-NA deployments.
1. TSMC Declines High-NA EUV Adoption
Taiwan Semiconductor reaffirmed its strategy using existing low-NA EUV lithography systems and decided against purchasing ASML’s high-numerical-aperture models due to their high capital expense. The move delays potential high-NA EUV orders and signals caution around escalating equipment costs for advanced chip production.
2. ASML Shares React and Market Outlook
ASML stock fell over 1% on the TSMC announcement as investors reassess near-term sales prospects for next-generation EUV tools. Analysts note that other major customers, including Intel, could drive future high-NA adoption, but timing and volume of orders remain uncertain.