I don't see any other companies would take EUV in the next 5 years, apart from currently TSMC, Samsung, Intel and possibly SMIC ( if it's "allowed"), so the market is quite small. The cost is very high and would need big market to make it worthwhile
Hi antiterror13
Yup, its a niche market, like Skywatcher said only a few FAB can maintain the leading edge, and if SMEE miraculously is able to release its EUV this year ,its game over. But using DUV for non leading edge is still viable as stated by the article below, but even here the new SMEE 28nm DUV will take a lot of market share especially in China (the only player in town).
From cnTechPost
Chinese chipmaker UNISOC releases TSMC 28 nm-based smartwatch chip
2020-07-12 17:56:36 GMT+8 | cnTechPost
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UNISOC, China-based supplier of mobile communications chipsets and IoT chipsets, today announced the W307, the next-generation smartwatch platform.
The W307 is based on TSMC's 28 nm HPC+ process and features an integrated CPU, memory, 4G multimode modem, Bluetooth, Wi-Fi, GNSS, and imaging systems.
The W307 has a smaller footprint than its predecessor, the Chunteng 8521E, bringing more freedom in the design space for end products.
The W307 is significantly optimized for performance, connectivity, intelligence, and power consumption.
Key highlights of the platform, according to UNISOC, include:
Highly integrated: The W307 SoC is based on a single-core A53 processor and offers 30% less package area than its predecessor, which saves you money. The W307 has a large PCB layout area and can be used as a single-sided pendulum.
Light system and low power consumption: The W307 features an RTOS lightweight system for smooth and responsive user experience. The overall power consumption is more than 30% lower than the previous generation, which can bring more durable performance for the smartwatch.
HD Video Calling: W307 has built-in UNISOC's reliable and globally certified second-generation 4G LTE multimode modem. It supports LTE Cat4, WCDMA, and GSM communication protocols and provides 4G+Wi-Fi HD video calls.
Sub-meter high precision positioning: combined with UNISOC AI multi-location technology, high precision positioning SDK, W307 It can support sub-meter high precision positioning. This provides a strong technical foundation for applications such as electronic fencing and meets the needs of parents who want a precise location for their children.
Rich Applications: The W307 is compatible with a wide range of RTOS applications and supports 9-axis sensors and the popular voice assistant, voice mail, and voice mail applications. Applications such as voice chat and pedometers provide a rich and fun interactive and entertaining experience for children.