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ASML unveils EUV light source advance that could yield 50% more chips by 2030

reuters.com

71–80 of 111 posts

Re: ASML unveils EUV light source advance that could yield 50% more chips by 2030

#71
post #31

Earlier quoted context omitted.

> We are going to spray expensive stuff in an extremely fine and precise line. Then we're going to shoot a laser at each droplet. > To make a better laser. > 100,000 times per second. < [AFK, buying shares.]

I have shares in one of their biggest customers, and one of their customer’s biggest customers. We are quickly leaving the realm of dependent variables still looking anything like diversification.

It seems like you want someone to ask you what the two companies are. So - what are the two companies?

Re: ASML unveils EUV light source advance that could yield 50% more chips by 2030

#72
post #45

Earlier quoted context omitted.

Any source to this? I am hearing this for the first time.

ITs easy to make X-rays, you just hit a metal target with electrons: https://en.wikipedia.org/wiki/X-ray_tube

You can hit metal the same way for EUV.

Re: ASML unveils EUV light source advance that could yield 50% more chips by 2030

#73
post #12

Earlier quoted context omitted.

Here's your link without the surveillance https://www.youtube.com/watch?v=MiUHjLxm3V0

With slightly less surveillance

Touché. Here's the link without surveillance

https://yewtu.be/watch?v=MiUHjLxm3V0

Re: ASML unveils EUV light source advance that could yield 50% more chips by 2030

#74
post #11
post #3

This video is a really cool dive into EUV for the uninitiated (me) https://youtu.be/MiUHjLxm3V0?si=kEPSicC2WXYhcQ6L

The whole “exploding tiny drops of metal” in the middle of this is just Loony Toons. This machine is literally insane and two of the companies I am long-long on would be completely fucked without it.

That is why each machine costs a few hundred million eurodollars.

Re: ASML unveils EUV light source advance that could yield 50% more chips by 2030

#75
post #33

Earlier quoted context omitted.

You only need to live in reasonable place for that phrase to have a proper meaning, across whole market from cheapest to most expensive.

What is 'proper meaning'? Only a single brand of egg in my supermarket is genuinely free range per the definition supplied by our agricultural scientists (CSIRO, Australia) - less than 1500 hens per hectare. "Free range" can mean anything up to 10,000 hens per hectare.

https://beterleven.dierenbescherming.nl/

They have a code in my country that is pretty simple from 1 to 3. The highest tier is 11 chickens per square meter apparently (I do not eat poultry myself).

Re: ASML unveils EUV light source advance that could yield 50% more chips by 2030

#76
post #13

Earlier quoted context omitted.

Yeah it's an interesting angle in the article. The EUV light source technology is completely designed, developed, and manufactured by Cymer in California, which is a US company that ASML acquired in 2013. If export control agreements were not in place then ASML would have never been permitted to acquire Cymer. And if they are not enforced then the US would almost certainly require ASML to sell Cymer back to US owners…

It wasn't just "permitted." The technology under discussion here was funded by the US the DOE and Intel and deliberately transferred by the US to ASML (and not, for example, a Japanese company or Samsung) as part of a soft power exercise. It's crazy that Europeans keep citing ASML as a strong example of European innovation.

It is a strong example of European innovation though. It’s a multinational project. I wasn’t casting shade on ASML, I was just pointing out the wording of the article implies some sort of competition between ASML and the US that does not exist.

Re: ASML unveils EUV light source advance that could yield 50% more chips by 2030

#77
post #3

This video is a really cool dive into EUV for the uninitiated (me) https://youtu.be/MiUHjLxm3V0?si=kEPSicC2WXYhcQ6L

Highly recommend this video as well, he has a bunch more worth watching. https://youtu.be/rdlZ8KYVtPU?si=wgjkkNDSzuuS3lVK

Re: ASML unveils EUV light source advance that could yield 50% more chips by 2030

#78
post #69

Earlier quoted context omitted.

"I didn't want my name associated with this on the internet"

I didn’t, still don’t, but that’s a lost cause. I’ll note that this video is way out of date…both in content and my skills as a speaker :P

Thanks for the informative presentation!

Re: ASML unveils EUV light source advance that could yield 50% more chips by 2030

#79
post #45

Earlier quoted context omitted.

ITs easy to make X-rays, you just hit a metal target with electrons: https://en.wikipedia.org/wiki/X-ray_tube

You can hit metal the same way for EUV.

I assume this doesn't work well otherwise everyone would be doing it.

Re: ASML unveils EUV light source advance that could yield 50% more chips by 2030

#80
post #33

Earlier quoted context omitted.

You only need to live in reasonable place for that phrase to have a proper meaning, across whole market from cheapest to most expensive.

What is 'proper meaning'? Only a single brand of egg in my supermarket is genuinely free range per the definition supplied by our agricultural scientists (CSIRO, Australia) - less than 1500 hens per hectare. "Free range" can mean anything up to 10,000 hens per hectare.

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