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posted by Fnord666 on Tuesday December 11 2018, @10:01AM   Printer-friendly
from the bit-of-a-dry-spell dept.

AMSTERDAM, Dec 3 (Reuters) - Semiconductor industry bellwether ASML said on Monday a fire at one of its suppliers, electronic components maker Prodrive, would lead to some product delivery delays in early 2019.

The Dutch company, a key supplier to the world's largest computer chip makers, said in a statement it did not expect any change in 2018 deliveries, and it would take several weeks to assess the overall impact to its business.

[...]

ASML makes lithography systems, machines which can cost up to 100 million euros each and are used by Samsung, Intel, TSMC and others to help map out the circuitry of semiconductors.

https://www.reuters.com/article/asml-deliveries/update-1-asml-says-fire-at-supplier-prodrive-will-lead-to-delays-early-next-year-idUSL8N1Y817P

ASML is the only supplier of tech required for the next generation of microchips (see: 7 nm).


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  • (Score: 2) by takyon on Tuesday December 11 2018, @12:59PM (1 child)

    by takyon (881) <reversethis-{gro ... s} {ta} {noykat}> on Tuesday December 11 2018, @12:59PM (#772837) Journal

    Hope it doesn't delay TSMC. They ought to have the equipment by now?

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  • (Score: 0) by Anonymous Coward on Wednesday December 12 2018, @07:27AM

    by Anonymous Coward on Wednesday December 12 2018, @07:27AM (#773347)

    All of the big players are limited by the throughput of these scanners and need more. Now, GF is no longer purchasing EUV so that may alleviate some demand (although that probably has been accounted for already).

    The main customers are Intel, TSMC, Samsung. Maybe some destined for China (SMIC?), but China orders are always tentative thanks to the administration's ever changing trade restrictions. Who gets orders pushed out could define this process node, particularly if someone will depend on this technology for the next node (Intel's 7nm for example).