ASML is building machines the size of double-decker buses, weighing over 200t and costing $400-million, in pursuit of the next generation of computer chips.
The move translates into additional pressure on makers of smartphones, cars and game consoles to lift the prices consumers pay.
A sharp drop in graphics chip prices could presage an unexpectedly quick ending to a global chip crunch that has crippled manufacturing from smartphones to cars.
With the global chip shortage extending into its third year, the world’s number one player is looking stronger than ever.
Taiwan’s TSMC forecast an up to 37% jump in current-quarter sales and said it expects chip capacity to remain very tight this year.
Revenue at Taiwan’s TSMC rose to a record in the first quarter on demand for chips used in smartphones, computers and cars.
Nvidia is interested in exploring using Intel for manufacturing its chips, CEO Jensen Huang said on a call with reporters.
Semiconductors are becoming “weaponised” with the current trade wars and supply chain issues.
Taiwan saw regional blackouts across the island on Thursday in the latest sign its electrical grid is struggling to meet rising demands from technology manufacturers.
Intel CEO Pat Gelsinger gives himself an A- grade for his first year running the chip maker. Investors are proving to be tougher graders.