ASML ships first of its new units to Intel.

Lakados

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Was this in the article? Intel 4 is intels new name for intel 7nm i believe. Which competes with tsmc 4nm.
If it did compete with TSMC N4 that would be one thing but it matches up better with TSMC N6, and uses similar manufacturing hardware to N6.
Intel never got the ASML hardware that TSMC uses for their N5-N3 nodes and instead bought out the first year production run of the hardware that TSMC wants for the 2nm process.
So Intel has been retrofitting older hardware originally designed for the 10nm process bringing it to something that on paper compares similarly to the capabilities of the N4 hardware but doesn’t live up to its paper specs.

But Intel bought up ASML’s entire first year of production on their newest and greatest manufacturing equipment ( of which ASML has now started shipping) which forced TSMC to push back their 2N node because they can’t actually take delivery on the hardware they need to run it.
 
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