It home learned that TSMC held its annual technical seminar in August, revealing its cutting-edge manufacturing strength. TSMC accounts for 50% of the installation of EUV equipment in the industry. In addition, TSMC also has about 60% of the cumulative production of EUV wafers.
ASML is the only company that produces and sells EUV lithography equipment. According to cutresss previous estimate, TSMC has purchased 30-35 devices from ASML. Based on this estimate, ASML has sold about 70 machines and is likely to sell 90 by the end of 2020.