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haxxiy on 17 February 2024
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JEMC said:

ASML High-NA EUV Twinscan EXE Machines Cost $380 Million, 10-20 Units Already Booked
https://www.techpowerup.com/319071/asml-high-na-euv-twinscan-exe-machines-cost-usd-380-million-10-20-units-already-booked
ASML has revealed that its cutting-edge High-NA extreme ultraviolet (EUV) chipmaking tools, called High-NA Twinscan EXE, will cost around $380 million each—over twice as much as its existing Low-NA EUV lithography systems that cost about $183 million. The company has taken 10-20 initial orders from the likes of Intel and SK Hynix and plans to manufacture 20 High-NA systems annually by 2028 to meet demand. The High-NA EUV technology represents a major breakthrough, enabling an improved 8 nm imprint resolution compared to 13 nm with current Low-NA EUV tools. This allows chipmakers to produce transistors that are nearly 1.7 times smaller, translating to a threefold increase in transistor density on chips. Attaining this level of precision is critical for manufacturing sub-3 nm chips, an industry goal for 2025-2026. It also eliminates the need for complex double patterning techniques required presently.

>>Expect CPU/GPU prices to go up accordingly.

High numerical aperture EUV has advantages and disadvantages compared to low NA, and the disadvantages actually grow more prominent in the truly small nodes.

Regardless, TSMC isn't going to use High-NA in the foreseeable future (only a few companies desperate for any advantage such as... Intel) so AMD and Nvidia's prices will be unaffected by that.