TSMC: We have 50% of All EUV Installations, 60% Wafer Capacity

To further hit the message home, TSMC showcased a slide indicating where it stands in relation to others: by using a combination of public ASML statements and their own internal purchase sheets, TSMC predicts that they have ~50% of all the active EUV machines installed worldwide. Beyond that, the company also has a number of ~60% for cumulative EUV wafer production.

 

Source: TSMC: We have 50% of All EUV Installations, 60% Wafer Capacity