DUV worked, but the yield/cost/timing curve broke. Intel got stuck in the sunk-cost trap.
TSMC, on the other hand, started using EUV in high-volume production in 2019 and pulled ahead.
It was just bad timing...
Why did I believe in Intel when no one else did?
So, I looked into Intel’s 10nm transition debacle.
Intel made a technical decision that EUV was not ready in 2014, which made sense given that Intel had to help ASML’s EUV roadmap in 2012. So Intel pushed ahead with DUV.
Korean students are among the most studious in the world. Many spend their high school years studying from morning until late at night for the college entrance exam, and roughly three-quarters go on to university.
So naturally, what do they do in class? Sleep.
www.koreatimes.co.kr/southkorea/s...