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ASML, a $300B Dutch firm, makes the machines that make semiconductors

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Re: ASML, a $300B Dutch firm, makes the machines that make semiconductors

#81

Can someone explain why Intel needs TSMC to make their chips? Why can't they just buy ASML's machines and use them to make their own chips?

The lithography machines are just one part of a very complex machine that is a semiconductor fabrication facility. So basically they failed in one of the many other things.

Re: ASML, a $300B Dutch firm, makes the machines that make semiconductors

#82
post #74
post #56

Earlier quoted context omitted.

Kinda off-topic but what's it like working at ASML? They are hiring for a lot of software roles at the moment. I've been mulling about applying there but from the outside it looks very bureaucratic (at least that's what the Glassdoor reviews seem to indicate).

It really is. The machines are highly sophisticated and downtime is very costly. Code bases are heavily documented and have a bureaucratic process to protect them. ASML does have less crucial software projects that have a more normal process.

Some of the jobs look pretty cool, can you share what is the salary range to be expected? The website is silent about that, which in Europe almost always means underwhelming numbers.

Re: ASML, a $300B Dutch firm, makes the machines that make semiconductors

#83
post #19
post #4

Seems like quite a risk to only have one company provide these machines. Semiconductor companies seem to follow the same trend, the major contributing factor seems to be the patent portfolio needed to secure cross-licensing deals. It looks like patents are actively preventing new companies in the semiconductor business.

https://en.wikipedia.org/wiki/Moore%27s_second_law : “the cost of a semiconductor chip fabrication plant doubles every four years” I can’t find it, but I’ve seen people extrapolate that to compute when there would be room for only one fab in the world. Seems we’re there for one part of a fab.

Indeed. I've heard that there was a lead time of about 12 years on the EUV machines at ASML. I had a tour of one off their facilities once (generic recruitment thingy). Back in early 2000s they were working to correct for errors where the margin of error on their error detector was greater than the error that needed correcting.

(The wave length used was about an order of magnitude greater than the lirhography result; I have no recollection of how they claimed to handle that.)

They are pushing the boundaries of what's possible, using incredibly long lead times. I don't see how any start-up can compete with that, even in the absence of patents.

Re: ASML, a $300B Dutch firm, makes the machines that make semiconductors

#84
post #78

Earlier quoted context omitted.

> US is already blocking them from exporting to China Which works until China invades Taiwan. Then what?

The US (supposedly?) blocked ASML from exporting its machines to China. ASML is a Dutch company.

ASML may rely on ITAR / dual use parts they enables export control by the US. Or, the US is simply applying a diplomatic squeeze on the Netherlands.

Re: ASML, a $300B Dutch firm, makes the machines that make semiconductors

#85
post #72
post #56

Earlier quoted context omitted.

Kinda off-topic but what's it like working at ASML? They are hiring for a lot of software roles at the moment. I've been mulling about applying there but from the outside it looks very bureaucratic (at least that's what the Glassdoor reviews seem to indicate).

As someone who currently works there it is indeed bureaucratic. But I also feel like it is an environment that focuses less on cost/money and optimizes for the highest quality. I.e., there is room to explore the best way of doing something and there is less pressure to do it ASAP or for the lowest price.

Ah fair enough, thanks for the insight. I've worked in a heavily regulated domain for the past few years and just wanted a change to something different. Perhaps I'll still give it a shot if nothing else turns up.

Re: ASML, a $300B Dutch firm, makes the machines that make semiconductors

#86
post #74

Earlier quoted context omitted.

It really is. The machines are highly sophisticated and downtime is very costly. Code bases are heavily documented and have a bureaucratic process to protect them. ASML does have less crucial software projects that have a more normal process.

Some of the jobs look pretty cool, can you share what is the salary range to be expected? The website is silent about that, which in Europe almost always means underwhelming numbers.

I have heard they pay in the higher end of Dutch companies, which is still underwhelming especially compared to FAANG.

Re: ASML, a $300B Dutch firm, makes the machines that make semiconductors

#87

Earlier quoted context omitted.

> US is already blocking them from exporting to China Which works until China invades Taiwan. Then what?

Aren't fabs already rigged with explosives in case of invasion?

blowing up the fabs definitely won't help with the supply situation

Re: ASML, a $300B Dutch firm, makes the machines that make semiconductors

#88
post #74

Earlier quoted context omitted.

It really is. The machines are highly sophisticated and downtime is very costly. Code bases are heavily documented and have a bureaucratic process to protect them. ASML does have less crucial software projects that have a more normal process.

Some of the jobs look pretty cool, can you share what is the salary range to be expected? The website is silent about that, which in Europe almost always means underwhelming numbers.

They pay much better in USA where they also hire. SE salaries are obviously a lot smaller in Europe, thinking about FAAMG numbers is fairytales :)

Re: ASML, a $300B Dutch firm, makes the machines that make semiconductors

#89
post #78

Earlier quoted context omitted.

The US (supposedly?) blocked ASML from exporting its machines to China. ASML is a Dutch company.

ASML may rely on ITAR / dual use parts they enables export control by the US. Or, the US is simply applying a diplomatic squeeze on the Netherlands.

Last time I checked the lasers come from California, from a company that ASML ended up buying.

Re: ASML, a $300B Dutch firm, makes the machines that make semiconductors

#90
post #27
post #24

I feel like ASML is the company that almost everyone who would care has heard of at this point. Granted, I hadn't heard of them 3 years ago, even though I work directly with HW designers. Its just funny how they're going through the hype cycle in their level of public awareness. Give it 3 years and (hopefully) the "general public" won't have to care about them again, because chip shortages are resolved :)

Thinking about it more, I don't think I'd even heard of TSMC until 2014 or 2015. Not entirely sure.

Not only TSMC, a lot of companies were just "the cheap Asian factories mass producing our stuff" a decade ago, and even 6 years ago.

Then they came out and said "you know what, we can do fine without you", to western shocked Pikachu faces.

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