Taiwan Semiconductor Manufacturing Co (NYSE:TSM), one of ASML Holding NV's (NASDAQ:ASML) significant clients, has expressed concerns about the high costs of ASML's new advanced chip machines.
At a technology symposium in Amsterdam, TSMC Senior Vice President Kevin Zhang remarked on the sticker price of the high-NA extreme ultraviolet system, which can imprint lines as thin as 8 nanometers and costs €350 million ($380 million) each, Bloomberg reports.
Despite appreciating the capabilities of the high-NA EUV, Zhang highlighted the economic considerations, stating that TSMC's upcoming A16 node technology, due in late 2026, will continue to use older EUV technology instead of the new high-NA EUV machines.
He noted the rising costs of factory operations as a broader challenge for the industry, with increasing expenses for construction, tools, electricity, and raw materials.
Meanwhile, TSMC is looking to build its $11 billion European chip plant in Dresden, Germany, backed by EU and German support. The plant will produce 22-nm car chips and has plans for advanced tech expansions.
TSMC reported first-quarter revenue growth of 16.5% to $18.87 billion, surpassing the Street consensus estimate of $18.40 billion. Advanced technologies comprised 65% of TSMC's total revenue.
Reportedly, big techs led by Microsoft Corp (NASDAQ:MSFT), Meta Platforms Inc (NASDAQ:META), and Alphabet Inc (NASDAQ:GOOGL) committed over $32 billion in AI infrastructure in the first quarter alone.
Price Actions: TSM shares are trading higher by 0.37% at $152.50 premarket at the last check on Wednesday. ASML shares traded higher by 0.23% at $917.11.
ASML Holding NV(納斯達克股票代碼:ASML)的重要客戶之一臺積電(紐約證券交易所代碼:TSM)對ASML的新型先進芯片機的高昂成本表示擔憂。
彭博社報道,在阿姆斯特丹的一次技術研討會上,台積電高級副總裁張凱文談到了高鈉極紫外線系統的標價,該系統可以壓印薄至8納米的線條,每條成本爲3.5億歐元(3.8億美元)。
儘管對高淨值EUV的能力表示讚賞,但張還是強調了經濟方面的考慮,他表示台積電將於2026年底推出的A16節點技術將繼續使用較舊的EUV技術,而不是新的高NAEUV機器。
他指出,隨着建築、工具、電力和原材料開支的增加,工廠運營成本的上漲是該行業面臨的更廣泛挑戰。
同時,台積電正計劃在歐盟和德國的支持下,在德國德累斯頓建造其價值110億美元的歐洲芯片工廠。該工廠將生產22納米汽車芯片,並計劃進行先進的技術擴張。
台積電報告稱,第一季度收入增長16.5%,達到188.7億美元,超過了華爾街共識估計的184.0億美元。先進技術佔臺積電總收入的65%。
據報道,以微軟公司(納斯達克股票代碼:MSFT)、Meta Platforms Inc(納斯達克股票代碼:META)和Alphabet Inc(納斯達克股票代碼:GOOGL)爲首的大型科技公司僅在第一季度就承諾了超過320億美元的人工智能基礎設施。
價格走勢:在週三的最後一次支票中,TSM股票盤前交易價格上漲0.37%,至152.50美元。ASML股價上漲0.23%,至917.11美元。