According to the latest report, TSMC, which has been in mass production of the 5nm process for two years, is promoting the mass production of the 3nm process. In addition to the 3nm process technology, TSMC is also planning the mass production of a more advanced 2nm process, which is planned to be mass-produced in 2025.
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Moreover, TSMC has recently announced that they will invest 34 billion US dollars to promote the mass production of the 2nm process technology, and they have obtained a lease license for the construction site.
In addition, some sources said in the report that the senior management of TSMC is negotiating with relevant parties on the land required for the construction of the 2nm process technology factory. More than 90% of the owners have agreed that it is expected to be able to obtain the construction of the factory by June at the latest. all the land needed.
In addition to land, TSMC’s 2nm process factory also requires a lot of capital in terms of plant construction, but the most expensive is expected to be higher-end extreme ultraviolet lithography machines and other advanced equipment.
TSMC started to use EUV lithography machines from the second-generation 7nm process and then mass-produced 5nm and other advanced process technologies required EUV lithography machines. They also purchased a large number of EUV lithography machines from ASML. What is needed for a more advanced 2nm process will be a high numerical aperture EUV lithography machine.
Among the TWINSCAN NXE:3400B, TWINSCAN NXE:3400C, and TWINSCAN NXE:3600D EUV lithography machines that ASML has launched, the most advanced TWINSCAN NXE:3600D can only support mass production of 5nm and 3nm processes.
From the financial report of ASML in the first quarter, they delivered 3 extreme ultraviolet lithography machines in the first quarter of this year, with a revenue of 594 million euros, and the average price of one was close to 200 million euros. More advanced extreme ultraviolet lithography machines that support 2nm process technology to be launched in the future will have a higher price.
