EUV

topic on 1 show · 4 statements across 4 episodes

Acquired

4 statements about EUV, every show

ACQUIRED Assertion Supported
Semiconductor chips cannot be etched larger due to extreme ultraviolet photolithography limits
“Due to a quirk of the extreme ultraviolet photolithography that we talked about, the EUV on the TSMC episode, chips are already the full size of the reticle. It's a physics and wavelength constraint. You really can't etch chips larger without some new inventio…”
Ben Gilbert Sep 6, 2023 ▶ 1:00:13 Nvidia Part III: The Dawn of the AI Era (2022-2023) (Audio) · Acquired
ACQUIRED Prediction Not checkable as stated
Thompson: EUV lithography has only 5 to 6 years left
“EUV has another five, six years, and then it's not super clear what's after that.”
Ben Thompson Dec 6, 2022 ▶ 1:38:58 Stratechery (with Ben Thompson) · Acquired
ACQUIRED Assertion Partly supported
Intel Divested From Funding ASML's EUV Development, Doubting Its Ultimate Viability
“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.”
Ben Gilbert Apr 6, 2022 ▶ 53:18 Platforms and Power (with Hamilton Helmer and Chenyi Shi) · Acquired
ACQUIRED Assertion Partly supported
ASML took nine years between first EUV shipment and high-volume production
“They shipped the first EUV tool in 2010 to TSMC, and EUV didn't even really start high volume, and this was after, you know, a decade of R&D already, but then they didn't start high volume manufacturing on EUV until 2019. So they had, like, almost a decade of …”
John Bathgate Nov 3, 2021 ▶ 1:40:07 Complexity Investing & Semiconductors with NZS Capital (Extended Cut) · Acquired

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