NVIDIA and TSMC Push AI Deep Into the Fabs: cuLitho Cuts Lithography Cost 20-50%, FabTwin Goes Digital
Read this because Not the capex headline: NVIDIA is selling compute into the supply chain that builds NVIDIA's own chips. cuLitho's 20-50% litho cost/cycle-time cut is the load-bearing number — it gates how fast and cheaply sub-2nm wafers reach volume. A vertical loop.
At GTC Taipei, TSMC adopted NVIDIA's CUDA-X stack across lithography, simulation and inspection, with cuLitho cutting litho cost up to 50%.