agressivelyPassive, 1 year ago

Realistically, you can’t really compete in a market where ASML is the monopolist. Not because ASML is an ass, but simply because building just a single factory costs billions. Intel regularly invests 10 billion or more in just a single factory that doesn’t even have all the necessary tools in-house to produce a chip end to end.

Smaller manufacturers usually serve the long tail, that is rather old process nodes for use cases where bleeding edge performance isn’t needed. Bosch for example had its own manufacturing branch.