Semiconductor Industry

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Business & Economy

TSMC vs Intel: Skipping the $400M High-NA Machine in Production, and Why Japan Holds the Key

Intel installed the first production-grade High-NA EUV machine; TSMC bought one but kept it out of production. Being slow to the newest lithography once cost Intel a lost decade. Is TSMC repeating that mistake? Its confidence rests on Japan: Mitsui Chemicals' EUV pellicle and the HOYA/Shin-Etsu/AGC mask-blank near-monopoly (about 90% share).

Business & Economy

Sputtering Targets: JX Advanced Metals Sells a Copper Mine to Bet on Chip Materials

JX Advanced Metals, maker of roughly 60% of the world's sputtering targets, is investing about 23 billion yen to expand its Hitachinaka plant by 1.6x and selling its Chilean copper mine stake to Lundin Mining for $215 million, redirecting the cash into chip materials. A look at a 120-year-old miner remaking itself as an advanced-materials company.