[BombNullIsland]

Intels 14nm fabs and tooling are now fully amortized and yields are going to be very much higher than 7nm/5nm nodes.

193i steppers are also dirt cheap, and most of their old fabs can also be modified for 14nm/10nm production, whereas EUV tools are 180 tonne behemoths that require overhead cranes and/or physical disassembly of the plant to move.

[Google234]

I was surprised that Intel hasn’t seemed to have bought more of the EUV machines from after they helped fund their development. Do you have any insights?