Taiwan Semiconductor Manufacturing Company (TSMC) is rumored to increase its capital expenditure to $36 billion in 2025 due to higher research and development spending and strong demand for its 2nm technology. This represents a significant increase from its expected capex of $28 billion to $32 billion in 2024. Mass production of 2nm is set to start in 2025, accompanied by capacity expansion plans. The increased spending is anticipated to benefit key suppliers such as ASML and Applied Materials. ASML's next-generation Hyper-NA EUV machines, which are crucial for advanced semiconductor manufacturing, may cost up to NT$23 billion (US$700 million) each by 2030. This price increase poses a financial challenge for TSMC, Samsung, and Intel.
$ASML's next-gen Hyper-NA EUV machines may cost up to $700 million each by 2030, according to reports. This significant price increase from current EUV machines ($181M) and high-NA EUV ($362M) poses a financial challenge for TSMC, Samsung, and Intel. TSMC, which has faced…
That’s almost double the cost of current High NA EUV ($700m vs $380m) which would likely mean cost of sub-2nm development would be pushing $45B. The cost of leading edge development is so prohibitive it creates its own moat for foundries that have the scale needed for leading… https://t.co/tfW91YMZUZ https://t.co/dZcNkvjHMw
ASML, the key lithography equipment supplier to the semiconductor industry, may charge up to NT$23 billion (US$700 million) for each of its next-generation Hyper NA EUV machines when they hit the market in 2030, media report, noting TSMC and Samsung face stiff bills for…
15 min old $TSM TSMC To Bump Spending To Record Levels In 2025 Due To Strong 2nm Demand – Report https://t.co/sJHq2KlNWW
The top five semiconductor foundries combined for 92% market share in Q1, flat QoQ, with TSMC $TSM controlling more than three-fifths of the market. $UMC $GFS $INTC https://t.co/E2LP5xNfpd
It's rumored that $TSM's 2025 capex may reach $36B due to higher R&D spending and strong 2nm demand. $ASML and $AMAT are expected to benefit the most. Note: TSMC's capex in 2024 is expected to be $28B-$32B. Mass production of 2nm will start in 2025, with capacity expansion plans… https://t.co/X9aj0fBJ3b
Rumor: TSMC’s capex in 2025 may reach US$36 billion on higher 2nm R&D spending and new 2nm capacity due to stronger than expected demand, media report, adding ASML (Netherlands) and Applied Materials (USA) are seen as the two biggest beneficiaries of increased TSMC spending. $TSM…