Reply to post: There are multiple critical points of failure

TSMC and China: Mutually assured destruction now measured in nanometers, not megatons

Duncan Macdonald

There are multiple critical points of failure

Some of the known critical points

TSMC - obvious - over 50% of high performance IC production

AMSL - producer of all the EUV machines and most of the DUV machines

ZEISS - makes the optical components (lenses and mirrors) for AMSL

AGC Inc and Hoya Corp - these make the blank photomasks

multiple companies producing critical ultra pure chemicals (with impurities in the parts per trillion range) and photoresists

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