According to Reuters, the new generation of high NA EUV equipment of semiconductor equipment giant ASML is priced at about US $400 million, equivalent to 2.7 billion yuan. It is reported that the equipment has higher precision and uses more parts. The model is 30% larger than the previous generation, and the size is like a double deck bus.
In order to overcome technical challenges, ASML is working with IMEC, the world's largest Microelectronics R & D organization, to establish a test laboratory. It is reported that the ASML prototype will be completed in the first half of 2023.
ASML said that it had received five orders for high NA EUV in the fourth quarter of 2021.
ASML company in the Netherlands is a global leader in the field of lithography and the only company in the world with extreme ultraviolet lithography technology lithography. ASML's high NA exposure technology is the key to the continuation of Moore's law.
The key to the realization of advanced chip technology lies in the semiconductor equipment for manufacturing wafers. Lithography machine is the equipment with the highest technical difficulty and cost among semiconductor equipment. At present, the process of semiconductor has been promoted to 3 nm, and TSMC is impacting to 1 nm. To realize these advanced processes, high-end lithography machines are indispensable.
In the field of global OEM, TSMC and Samsung are the only two semiconductor manufacturing giants competing in advanced processes in the world. ASML high-end lithography machine is also the weapon for both sides to compete in the future. It is not difficult to judge that TSMC and Samsung are the first customers of ASML's high-end lithography machine.