It seems hard to extrapolate there—the 30nm-10nm range is where Intel really started to start having trouble, right?
Anyway, this seems like a bigger problem for companies whose business model is actually selling those chips. It couldn’t be the case that much of ASML’s valuation is based on people continuing to use their old 28nm machines, right?
Not that hard for China since they have hired a lot of TSMC top emgineers, like the head of TSMC finfet program. TSMC seems to treat them like dirt while they are treated like superstars in China.
Main deficiency they have is in the litho machines.
Anyway, this seems like a bigger problem for companies whose business model is actually selling those chips. It couldn’t be the case that much of ASML’s valuation is based on people continuing to use their old 28nm machines, right?