alt Hacker NewsTSMC doesn't know how to build EUV machines - they are stuck buying them from ASML like everyone else.
Putting a model's weights in read-only memory close to the processor is certainly a way to increase token/sec generation speed, but of course does nothing to increase intelligence. Robots aren't going to help though - semiconductor manufacturing is semiconductor manufacturing regardless of whether you are etching GPUs or memory onto your wafers.
Ah, sorry, it's ASML expertise that needs to be cloned and scaled up. I don't see how it changes things, though.
Robots don't need that much intelligence. High-speed joint control, "hand-eye coordination", the higher level tasks can be delegated to external models. Distillation already works quite well for isolating the required functionality.