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ASML says it sold 'absolutely nothing' in Europe in 2026

402 points · 900 comments · MC995

  1. rurban · · focus · HN ↗
    Untrue. TSMC is just building a state of the art chip factory in Dresden, and they are certainly using ASML.
    1. ahartmetz · · focus · HN ↗
      That fab unfortunately seems to be quite far from state of the art at 12 nm feature size. Source: <a href="https:&#x2F;&#x2F;de.wikipedia.org&#x2F;wiki&#x2F;European_Semiconductor_Manufacturing_Company" rel="nofollow">https:&#x2F;&#x2F;de.wikipedia.org&#x2F;wiki&#x2F;European_Semiconductor_Manufac...
      1. rurban · · focus · HN ↗
        Uh, so they are lying to us constantly. First the said the new BOSCH fab in Dresden is for AI, with 28nm - ha!
        1. randomhacker123 · · focus · HN ↗
          You probably mixed it up with the Infineon Smart Power Fab.

          The Infineon Smart Power Fab was opened some months ago and builds power ICs for the energy market. Probably something like ACDC and DCAC converter ICs. This is also needed in AI data centers. <a href="https:&#x2F;&#x2F;www.infineon.com&#x2F;de&#x2F;regional&#x2F;dresden&#x2F;smart-power-fab" rel="nofollow">https:&#x2F;&#x2F;www.infineon.com&#x2F;de&#x2F;regional&#x2F;dresden&#x2F;smart-power-fab

          European Semiconductor Manufacturing Company (ESMC), the TSMC fab in Dresden is still under construction and will produce logic chips in 28nm or 16nm. Bosch, Infineon, and NXP each have 10% share in this fab. I assume that it will mostly produce products which will be sold by these 3 companies, probably just the next generations from what they already sell. This fab was 50% subsidized by the German government.

          GlobalFoundries also has a big 20nm Fab in Dresden.

          The most advanced logic fab in the EU is the Intel fab in Ireland.

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