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ASML dethrones Applied Materials, becomes largest fab tool maker

tomshardware.com

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Re: ASML dethrones Applied Materials, becomes largest fab tool maker

#81
post #56

Earlier quoted context omitted.

I find it strange that they are making so few machines. The price would probably drop slightly if they made 10x more machines, but they would still end up earning more. And the world would be a better place, too. So I am left wondering ... what is capping their output? What is the bottleneck?

> What is the bottleneck? Zeiss

Well then somebody should scale THAT.

And maybe not the cutting edge, but whatever was cutting edge 5 years ago.

Re: ASML dethrones Applied Materials, becomes largest fab tool maker

#83
post #76

Earlier quoted context omitted.

Asml does this, learning how to scale the cutting edge of two years ago. This is what scaling cutting edge physics looks like. Academic groups sometimes take the better part of a decade (or more) to replicate a setup by another group. There are few components you can buy off the shelf in this space: you'll have to understand, design and make them all yourself. Market's way too small to suppory competing suppliers. Ta…

I think you might be misunderstanding me. I meant “somebody should scale making those machines that ASML could make two years ago”. And maybe not two years, but 5, but you catch my vibe here.

But they are! It just takes way longer than two years, both to scale production in house (creating the first takes way longer than than, creating the second in 2 is already fantastic), and to create any supply chain market which others could use to compete. Canon surely has been trying, and failing, because it's hard.

Re: ASML dethrones Applied Materials, becomes largest fab tool maker

#84

Earlier quoted context omitted.

The US is not far from doing that. See the Hague Invasion Act. Also I've been wondering why our Prime Minister has been so enthusiastically following US foreign policy lately. Turns out he's eyeing the NATO boss seat, and the US has the most important vote.

Also that's what we do since WW2. We are a close ally of the US, use US weapons, usually follow them in foreign policy. So not very surprising imo.

This sounds more like a vassal than an ally. You "usually follow them in foreign policy"? Does that imply that sometimes the US follows you?

Re: ASML dethrones Applied Materials, becomes largest fab tool maker

#85
post #3

Relevant HN comment: https://news.ycombinator.com/item?id=18463181 Apparently their software development processes are terrible.

I love these threads. Everyone will chime in about how they know better how to run the company, with suggestions on the processes that they don't know and so on. Meanwhile the story is "business is #1 and booming". Elegant software stacks aren't always the most important part of the business.

Exactly. ASML made a profit of about $2,050,000,000,- in 2023. I doubt they are very interested in complaints about how some random dude expected more time to run his tests.

Re: ASML dethrones Applied Materials, becomes largest fab tool maker

#86
post #62
post #3

Relevant HN comment: https://news.ycombinator.com/item?id=18463181 Apparently their software development processes are terrible.

They don't just test software on the machines. Inaccurate comment at least in 2024.

The comments in that post are full of untruths. ASML is a huge company so no one person can talk about all of it.

As with all large companies there will be great bits and bits that can be done better and the larger the company gets and the more critical the software is the slower some parts will be done. There's always room for improvement. And ASML has improved immensely over the last 10 years. In the teams that I've worked in the caliber of the people has been extremely high. The code reviews are rigorous and that's a good thing. There are a lot of extremely smart people working for ASML. To call it Dutch is interesting, most of the teams I've worked in are international with less Dutch than foreign people in them.

ASML has changed from a much less interesting company when I joined to a very interesting company with respect to the software stack. Yes, I believe there's still lots of room for improvement but that's the case with all big companies.

But heck, I don't know about everything, I've only worked there 12 years.

Re: ASML dethrones Applied Materials, becomes largest fab tool maker

#87
post #56

Earlier quoted context omitted.

> What is the bottleneck? Zeiss

Well then somebody should scale THAT. And maybe not the cutting edge, but whatever was cutting edge 5 years ago.

Zeiss is bottlenecked by the workforce. Not enough of them. Tricky to scale that.

Re: ASML dethrones Applied Materials, becomes largest fab tool maker

#88

Earlier quoted context omitted.

Lol, thank you for link. I was expecting the opposite from this company, but for some reason, after reading this, I'm not surprised at all.

>I was expecting the opposite from this company Why? Because they're hot on the stock market since the pandemic? Nokia's SW was the same kind of shitshow when it was dominant. IIRC a long time ago someone on HN wrote here that compiling Symbian OS at Nokia took 2 whole days and Nokia management saw no problem with that. To me, it's exactly what I expect from a HW company, from personal experience. SW is seen just as…

a bunch of useless processes, if only.. they started using Scaled Agile (or SAFe) a few years ago, which slows down software development by a factor of five or more and adds non-productive fulltime roles such as 'Release Train Engineer', 'Scrum Master' and 'product owner'.

Re: ASML dethrones Applied Materials, becomes largest fab tool maker

#89
post #3

Relevant HN comment: https://news.ycombinator.com/item?id=18463181 Apparently their software development processes are terrible.

There's not going to much meaningful pushback on this comment because any (ex-)ASML employee is going to be super hesitant to share anything. So feel free to think what you want.

Re: ASML dethrones Applied Materials, becomes largest fab tool maker

#90
post #3

Relevant HN comment: https://news.ycombinator.com/item?id=18463181 Apparently their software development processes are terrible.

I've lived in NL for a while, few years, changed few companies, it's a place where processes are more important than actual code quality, where people stay in the same job for 10-15 years and everything below that is seen as a bad thing, people is hired for the culture primarily, having awareness of software principles is really worthless. I ran away as the last company I interviewed with, after solving a coding puzz…

This is a company with over 40,000 employees and a market cap of over $100b. Surely they would have opened offices in different countries if Dutch culture was holding them back.

They are just a domestic flight away from Eastern Europe. And just a train ride away from London.

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