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ESMC is preparing its Dresden factory for machine installation in 2027. Can the planned investment of more than €10 billion deliver reliable chips at a competitive cost—and give smaller European customers access to production?
The public exchange between ASML and TSMC is about far more than the cost of High NA lithography. It signals a broader shift in semiconductor strategy, where competitive advantage increasingly depends on architecture, industrial coordination and the orchestration of technological ecosystems.
