When will production line be build and operational? When will the new chips ship? This or next quarter?
If this is even legit, they're saying 3 years. So probably 5 years.
US startup Substrate announces chipmaking tool that it says will rival ASML
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Re: US startup Substrate announces chipmaking tool that it says will rival ASML
#22Samsung has access to the same ASML tools but has much lower yield than TSMC. Chip making is hard.
Re: US startup Substrate announces chipmaking tool that it says will rival ASML
#23This doesn’t seem plausible. Leading edge lithography requires you to be at (or beyond) the cutting edge in many realms - even with a breakthrough in one realm, I don’t understand how a startup could expect to catch up to ASML across the board in a few years. Their website is light on technical details and heavy on nationalistic fluff, which does not lend much confidence.
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Re: US startup Substrate announces chipmaking tool that it says will rival ASML
#24This doesn’t seem plausible. Leading edge lithography requires you to be at (or beyond) the cutting edge in many realms - even with a breakthrough in one realm, I don’t understand how a startup could expect to catch up to ASML across the board in a few years. Their website is light on technical details and heavy on nationalistic fluff, which does not lend much confidence.
Their website is that way because the goal is to attract the attention of the administration.
Re: US startup Substrate announces chipmaking tool that it says will rival ASML
#25Japan has also made some strides in this area, reported here a few months ago. "Professor Shintake aligned two axis-symmetric mirrors in a straight line and used a total of only four mirrors instead of ten. "Because highly absorbent EUV light weakens by 40% with each reflection, only about 1% of the energy from the light source reaches the wafer when bounced off ten mirrors while more than 10% does when only four mir…
"X-ray light" sound a bit like beer soda.
"X-ray" is just a word for light that falls within an arbitrary band of wavelength.
Re: US startup Substrate announces chipmaking tool that it says will rival ASML
#26So if I have no values at all VCs will give me millions? That must be what I’m doing wrong.
Re: US startup Substrate announces chipmaking tool that it says will rival ASML
#27The same guys who couldn’t develop a sleep tracker?
https://open.substack.com/pub/foxchapelresearch/p/i-think-su...
Edit please note the comments in the linked post by SemiAnalysis below who have lots of reports that the tool is legit but who are skeptical. They have clearly progressed somewhat since the tracker project!
Re: US startup Substrate announces chipmaking tool that it says will rival ASML
#28Earlier quoted context omitted.
"X-ray light" sound a bit like beer soda.
"X-ray" is just a word for light that falls within an arbitrary band of wavelength.
I think you have it backwards - light is a term used for specific bands of the EM spectrum. Nobody is calling their FM radio waves light emissions. Unless this is a naming collison with the already established x-rays.
Re: US startup Substrate announces chipmaking tool that it says will rival ASML
#29This doesn’t seem plausible. Leading edge lithography requires you to be at (or beyond) the cutting edge in many realms - even with a breakthrough in one realm, I don’t understand how a startup could expect to catch up to ASML across the board in a few years. Their website is light on technical details and heavy on nationalistic fluff, which does not lend much confidence.
I don't know much about the technical details of lithography, but I do know that EUV lithography is very new tech that has been in production for less than 10 years and the current machines are basically rube goldberg devices. Given my lack of technical knowledge here, I can't say whether or nor this startup in particular is legit, but it does seem very much like the type of thing that could be disrupted by someone who comes up with a new and massively simplified design.