ASML, every mention
32 scenes (said by Ben Gilbert) · ← back to ASML
tap a year for its mentions
every year anyone Ben Gilbert 32John Bathgate 20David Rosenthal 13Brinton Johns 5Hamilton Helmer 1
Verbatim, from the transcripts: the passages where ASML comes up
TSMC founder Morris Chang · Acquired
- ▶ 2:24:32 Ben Gilbert Um, so they're, you know, they're not NVIDIA, they're not ARM, they're not Cadence Synopsys, they're not ASML, like they're not their own equipment vendor.
TSMC · Acquired
- ▶ 1:08:19 Ben Gilbert ASML, which was originally ASM Lithography, and lithography is marginally in scope for this episode.
- ▶ 1:08:32 Ben Gilbert And the L, you know, is lithography, so the company was originally called ASMLithography.
- ▶ 1:08:36 Ben Gilbert They make the most advanced chip manufacturing machines in the world.
- ▶ 1:08:42 Ben Gilbert They're the only company that makes them.
- ▶ 1:08:44 Ben Gilbert They're located still in the Netherlands.
- ▶ 1:08:47 Ben Gilbert Their biggest customer is TSMC.
- ▶ 1:08:50 Ben Gilbert They, and this is where I want to bring it all the way back around, and we, of course, will talk about the magic that is these machines later.
- ▶ 1:08:57 Ben Gilbert It was founded in
- ▶ 1:23:40 Ben Gilbert To do this stuff, to make the equipment that ASML does, and to manufacture the way that TSMC does, it is the hardest thing to do in the world.
- ▶ 1:24:01 Ben Gilbert All right, I'm jumping out of my seat here, so I'm going to do the ASML thing now.
- ▶ 1:24:04 Ben Gilbert So the reason that some people can't get their hands on the ASML equipment is because the Netherlands did not renew their trade agreement with China.
- ▶ 1:25:08 Ben Gilbert So you buy one, your TSMC, you buy one and it arrives in, of course, the seven 47, then there's a crew of ASML employees on site, not only to assemble it, but then to help you run it.
- ▶ 1:27:40 Ben Gilbert Well, ASML actually needed to invent a new type of mirror to do this, and they also needed a contract with a German company to make this special type of laser, which is the only known company in the world capable of making it.
- ▶ 1:27:59 Ben Gilbert They used to have competitors, like Nikon used to compete with ASML on this, but it's too hard.
- ▶ 2:09:17 Ben Gilbert As a matter of fact, ASML is actually larger than Intel by market cap.
- ▶ 2:09:48 Ben Gilbert ASML, which is now Europe's most valuable company.
- ▶ 2:18:14 Ben Gilbert So how much do we ascribe to them versus ASML?
Microsoft Volume I: The Complete History and Strategy of founding through Windows 95 (Audio) · Acquired
- ▶ 15:03 Ben Gilbert It's like ASML machines.
Amazon Web Services · Acquired
- ▶ 2:24:48 Ben Gilbert And on top of that, there's a finite number of the machines available to manufacture those high-end chips, the ones that ASML makes, so it sort of pays doubly to be able to know for sure you can be one of the few to get those.
- ▶ 2:25:01 Ben Gilbert Well, AWS sort of has the same thing going on where it's the ASML machines are much more scarce than the servers that AWS is buying, but it's unbelievably helpful for AWS to win market share so they can
Platforms and Power (with Hamilton Helmer and Chenyi Shi) · Acquired
- ▶ 53:18 Ben Gilbert In the early 2000, even Intel, I think, funded ASML's development, a big industry consortium, including Intel, of the EUV, and then thought the technology was gonna die, and so I think three or four years in, divested.
- ▶ 55:55 Ben Gilbert Yeah, ASML.
- ▶ 57:15 Ben Gilbert They can be one of the very few customers in the world that's guaranteed to, over the next three to five years, get these machines from ASML and other suppliers, like Drumpf, the laser company, et cetera.
Nvidia: The GPU Company (1993-2006) · Acquired
- ▶ 1:01:25 Ben Gilbert ARM, ASML, Qualcomm, and Broadcom?
Complexity Investing & Semiconductors with NZS Capital (Extended Cut) · Acquired
- ▶ 1:29:34 Ben Gilbert In terms of, they'll, they'll allow us to keep doubling the number of transistors on a chip every 18 months for 15 years, or just, like, it will be an effective way of getting any performance.
- ▶ 1:37:47 Ben Gilbert The ASML guys create a pretty unbelievable machine, and they have a lot of services associated with that machine.
- ▶ 1:37:58 Ben Gilbert And then I sort of was scratching my head thinking, well, could ASML just kind of, like, become TSMC?
- ▶ 1:38:07 Ben Gilbert And then I dove down the other side of the, the slope, and I was like, well, who makes the stuff that's important to the ASML machines?
- ▶ 1:38:31 Ben Gilbert And I'm pretty sure what they're showing me is actually the magic of the, uh, ASML UV machine.
- ▶ 1:38:38 Ben Gilbert And I'm like, well, shoot, why can't the Trumpf company just do what ASML does and then also do what TSMC does if they are the only ones in the world who can make this
- ▶ 1:44:06 Ben Gilbert Well, John, I know you have a, uh, ASML story that you want to share, so I'd love to hear it.