TSMC says ASML’s latest chipmaking gear is too pricey to use
financialpost.com Apr 23, 2026

TSMC says ASML’s latest chipmaking gear is too pricey to use

AI-summarised brief · reviewed before publication

Taiwan Semiconductor Manufacturing Co will not deploy ASML's latest lithography machines for chip production through 2029 due to high costs. The machines cost upwards of €350 million each. TSMC's decision may impact ASML, its largest customer. TSMC will produce its leading-edge A13 chip in 2029. The company aims to maintain profitability by being prudent about spending on modern chipmaking equipment and technology.

💡 Why It Matters

  • · TSMC skipping ASML's latest lithography machines through 2029 is a direct revenue threat to ASML — at €350M per unit, its largest customer deferring adoption for four years could mean billions in delayed orders, and if other chipmakers follow TSMC's cost logic, ASML's next-gen equipment roadmap faces a demand gap it didn't price in.