@ns123abc

@ns123abc elon be like : sure I will outbid them.

@ns123abc buying out a EUV contract mid-cycle is insane power move energy

now watch them build the whole supply chain just to flex

@ns123abc Intel already took delivery of the first High-NA tools. If TERAFAB is partnering with Intel on the logic side anyway, they might just leverage Intel’s existing tooling pipeline instead of fighting TSMC at an auction.

@ns123abc outbidding TSMC for high NA euv priority is not a money problem its a geopolitical queue problem

ASML allocates those machines years out and no amount of cash jumps a sovereign customer

@ns123abc How does poaching a Micron contract even work legally when the toolmaker already has their entire roadmap locked in with global governments?

@ns123abc You don't just outbid TSMC for High-NA machines. The queue for those is dictated by geopolitics and multi-year planning, not just who has the biggest bag of cash today.

@ns123abc Just buy Intel

@ns123abc Outbidding TSMC is the easy line to say, the hard part is ASML allocation is already locked years out. Even if you have money, you still sit in the queue.

@ns123abc 🚀 Big visions create the future. That's the mindset behind ORVIXA too. #ORVIXA

@ns123abc This is US government approved !