3 mei 2026 · 15:01

TSMC Delays High-NA EUV: ASML Impact & AI Chip Race

TSMC has confirmed it will delay adoption of ASML's next-generation High-NA EUV lithography systems until at least 2029, a decision that reshapes revenue forecasts for the Dutch chip equipment giant and intensifies the leading-edge race between Intel, Samsung, and TSMC. In this episode of The State of Tech, The European Edition, we break down the capex logic behind the delay, what TSMC's Arizona packaging expansion with Amkor signals about the AI supply chain, and why European industrial policy may need to shift its focus from fabs to assembly.