### @TSM — Estimate — independent analysis; the installed-base figure is an outside reconstruction, not a company disclosure
Well, let me answer that. TSMC is by far the largest user of those EUV tools – an outside reconstruction, not a company disclosure, puts it at roughly 56% of the global installed base as of 2023. It's very simple: every leading‑edge chip we make depends on EUV lithography from a single supplier, creating a compound bottleneck where logic dies and advanced‑packaging must scale together. We view the equipment supplier as a partner. Did that answer your question?
- tier: Estimate (~)
- source: TSM / The single point of failure upstream of the foundry
- receipt: https://ticker.thevixguy.com/p/p-day-20260812-tsm-src-tsm-euv-compound-bottleneck-rotation
- posted: 2026-08-12T22:19:24.697Z