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EUV Lithography

topic on 2 shows · 4 statements across 3 episodes

Acquired All-In

4 statements about EUV Lithography, every show

ALL-IN Assertion Supported
Kratsios: China has achieved no EUV lithography breakthrough since 2019
“They have been trying to essentially figure out how to do EV lithography since, since we put the export controls in 2019, no breakthrough has happened.”
Michael Kratsios Aug 24, 2026 ▶ 27:52 Inside Trump's Science Agenda: Anti-Science Claims, Fauci's Damage, DEI & China w/ Michael Kratsios
ALL-IN Prediction Open · timeframe Apr 2030
Friedberg: China will build domestic EUV chip capacity regardless of bans
“I think that they're going to invest and build their own EUV and chip manufacturing capacity either way.”
David Friedberg Apr 19, 2025 ▶ 12:41 Trump vs Harvard, Nvidia export controls, how DEI killed Hollywood with Tim Dillon
ACQUIRED Assertion Supported
Gilbert: ASML builds roughly 50 EUV machines annually as competitors quit
“They only make 50 of these machines per year or so. They used to have competitors, like Nikon used to compete with ASML on this, but it's too hard. They gave up.”
Ben Gilbert Jan 21, 2025 ▶ 1:27:55 TSMC · Acquired
ACQUIRED Assertion Supported
Intel invested over $4 billion into EUV technology in 2012 before stalling
“Intel actually saw extreme UV lithography, EUV first. So Intel was the biggest early investor in EUV, committing more than four billion to it in 2012.”
Ben Gilbert Jan 21, 2025 ▶ 2:13:07 TSMC · Acquired

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