61–70 of 77 posts
https://www.generalcatalyst.com/stories/our-investment-in-su...
From a VC perspective, it does make sense to invest in EUV equipment tech. Being successful immediately makes the company one of the most important in the world (and opens up a $15B+ market).
The 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!
Already in bed with Peter Thiel, and by his twitter, ingratiating himself with Vance, Trump and Lutnick. Breathless branding with the word "America" in every other sentence. How long before the Trump admin decides to throw federal funds into the grift so these "investors" get paid?
Earlier quoted context omitted.
"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.
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It is actually relatively easy to make a lithography machine that can etch features beyond what EUV can do. You simply use an electron scanning beam rather than photons. It's what the industry uses to create the masks used in lithography machines, but it could just as easily be used to make the actual chip. The problem is that it doesn't scale, at all. A scanning process is way too slow to be useful in mass productio…
Interesting! Makes me think of old 1990s X-Files episodes with chips under a microscope “smaller than we can produce”. I wonder if the government makes small batches of bespoke chips that are super miniature based on non scalable processes, and how far back in time would they have been able to develop 1nm chips for example?
Earlier quoted context omitted.
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.
Everybody says "ultraviolet light" even though it's invisible.
This 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.
> investments from the Central Intelligence Agency-backed nonprofit firm In-Q-Tel The CIA has stolen trade secrets in the past and the only thing that stopped them in recent history is their own policies. The CIA has a new director that has been violating international law more openly than ever.
The 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!
You know who is going to develop cutting edge EUV+ lithography to rival ASML? It's not this startup (most likely). It's China. Chipmaking is in a very weird geopolitical state and it has national security interests for most of the world. A Dutch company produces the machines to make chips and sells them to Taiwanese companies. The US still has the power to dictate who ASML can sell to and China is restricted. This sy…
Chip making is one of the unique tech which is at the farthest end of humanity's engineering capabilities. Not just ASML, its entire supply chain is full of extremely precise components which 1 or 2 companies have mastered. e.g. the mirrors used are so precise that if scaled to size of earth tallest mountain will be 1cm high. Sure China will make it one day and maybe will beat rest of the world, it is not given to be…
"Samsung is a major buyer of Japanese chemical companies producing fluorine polyimide used to make flexible OLED displays, as well as resist and etching gas needed in the semiconductor fabrication process."
Samsung's CEO went to Japan to try and secure Japan's chemicals back in 2019 during the bad blood between South Korea and Japan.
China will have to take on the entire supply chain from chemicals, machines and talents if they want to avoid a chokehold. That's a very tall order.