Why The World Relies On ASML For Machines That Print Chips
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- เผยแพร่เมื่อ 29 เม.ย. 2024
- In a Dutch factory, there’s a revolutionary chipmaking machine the whole world has come to rely on. It takes months to assemble, and only one company in the world knows how: Advanced Semiconductor Materials Lithography.
CNBC got an exclusive tour inside ASML’s cleanrooms to see how these $200 million EUV systems print minuscule designs on advanced microchips using exploding molten tin, the flattest surface in the world, and light so narrow it’s absorbed by air.
Once ASML is done building and testing an EUV lithography machine, it’s so big that it needs to be disassembled and loaded on 20 trucks or three 747s for shipment. Only five customers can afford EUV machines, the biggest being TSMC, Samsung and Intel - and ASML export controls keep ASML from sending any to China.
Here’s a rare, inside look at how nearly 800 suppliers come together to create the technology required to print every advanced chip powering the digital world, from data centers to iPhones.
Chapters:
00:00 -- Intro
1:58 -- Dutch company with U.S. roots
6:18 -- How lithography works
8:52 -- How EUV revolutionized chipmaking
11:24 -- Why there’s no competition
14:45 -- Geopolitical risks and what’s next (edited)
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Why The World Relies On ASML For Machines That Print Chips
The incredible level of accuracy these machines achieve cannot be overstated. Saying it's "like hitting a coin on earth from the moon with a laser" is a nice analogy and to get an idea of the engineering challenges involved, consider this: If your laser on the moon moves a microdegree (one-millionth of a degree), you will miss your coin by 10 meters. Not only do ASML's machines hit this coin, they do it over and over again, 24/7, millions of times a day, with people walking around, trucks driving by outside, changing temperatures etc. At that scale and level of accuracy EVERYTHING influences your machine. That is ASML's real technical achievement.
for me, that mirror analogy was even more impressive (if it0s true) that 1 meter mirror if up-scaled to size of a country, the greatest bump would be only one millimeter high
We need to make more of this machine in China. ASML is not allowed to have a monopoly on this.
@@dimitrygornomelikov3146 Don't worry the chinese is great at intellectual property theft, I'd rather keep it in western countries not communist dictatorships
@@dimitrygornomelikov3146 Definitelt not in china my dude
@@dimitrygornomelikov3146 Definitely not in China.
Worked in the semiconductor industry in silicon valley for 13 years before leaving in 2020. I remain convinced that chip manufacturing is by the far the greatest scientific achievement in terms of what humans are capable of building. It is just reality defying that we are able manufacture features that measures several tens of nanometers across (not one, not two -- but billions of them on a chip the size of your thumbnail, and millions of such chips) , and then have the whole thing do what we actually set out to do, consistently, that too! The semi industry is chock full of extremely intelligent people (absolute nerds) who are hard to find and don't come by that easily. Every day was extremely challenging and stressful , but very very rewarding because I got to address technical problems that only a few get the chance to solve.
I dunno....heart transplants are more interesting.
@@jeffbruce3588 even heart transplants, or even more artificial heart transplants require those machines to operate and function.
@@zentechreal7485 Indeed, the machines needed to do heart or brain surgery are very complex and have lots of chips inside them. Chips are the fuel of modern society.
I also spent 13 years in semiconductor industry, but left after 2006. Did get to travel the world a bit and work on process development for 300 mm wafers in the end.
Where does this all end? You can't keep getting smaller and so faster. There is a brick wall and not too far away where we reach a boundary for sure. What happens when reach the limits of what technology can do or offer you in terms of what you can actually build? I'm really interested in Quantum computing to answer big questions that no classical computer can ever achieve, predicting what molecules will do to develop new medicines, future farming with max efficiency, new materials, Climate Change modelling with staggering accuracy. It would change the world so enormously that if politicians truly understood; they would invest trillions just to get the ball rolling faster.
ASML has 100% market share in advanced photolithography machines. Domination
This is truly insane, I can't even imagine the level of pride and satisfaction the engineers working at ASML have.
38 years in business and 97% of machines sold is still operating 😤🤯
There are some industries that don't get those number's.
They cutting edge in everything. Even exceeding military grades.
@@gobimurugesan2411 isn't military grades = the bare minimum, cheapest.
@@waleed8530 the military gave us www, touchscreen, jet engines, dokters, micrwaves and a lot more.
@@waleed8530 It is lol
looks like they dont know about planned obsoletence that everybody else do, but hey they are so pro ecology
ASML is one of the best examples of a "Hidden Champion".
It is so hidden that 350k people have watched a 19 minute documentary by CNBC about it..
@@jdr4674 How many people knew about them before the documentary? or before the pandemic?
Hidden Champions are small-ish companies that in the Top 5 in a niche global market, and are not very well known outside of that market.
Or course, ASML isn't small anymore.
*Or...hideous...Nikon(the leader in the sector) have accused them in the past for 7 counts of patent infringements...and asked the U.S Gov to intervene halting the sale of some of their machines in America...perhaps for a strong reason discretion about business was a must...*
@@jascrandom9855 simple at the trade war huawei and this one was in the spotlight.
@@TheYah00netstar Japan and the Netherlands have a long history of electronic rivalry, when it's not Nikon accusing ASML of something it is Sony accusing Phillips of something else.
Can you believe the Dutch? Such a small nation. In the top twenty of almost anything in the world, from sport to education, agriculture, trade, technology... Its incredible.
They are incredible.
And a narco state
Dutch ( ASML ) plus Taiwan ( TSMC ) .
@@Milo-nf1pmYes, but they also have to be able to stay creative
@@Milo-nf1pm The real narco state is the US. The difference is that in the US the pharmaceutical industry who distributes the dope. This is the one and only goal of the so-called 'War On Drugs.' Keeping the monster profits within the family.
Incredible. I'm an engineer for medical lasers and thought that I had the be incredibly precise with my optical alignments. This is magnitudes more precise.
The purity of semiconductor chemicals and gases was always at the leading edge of what was possible, medical grade was the next step down after semiconductor grade.
I know that a other (now former) medical laser engineer now works at ASML
What medical laser company do you work for?
@footballcoreano Yes i've herd the company zeiss go around when talking to that guy
Calling it a lens is misleading, it is a "virtual lens" formed from mirrors. Also 95% of the EUV light is wasted.
@@dag_of_the_west5416 good context - thanks for both of your posts on gases and amount of EUV light used in process.
I work doing engineering drawings for installing these machines in chip factories. They are incredible. Hats off to the scientists and engineers building them!
They are going to putted these chips in human brain to controlled them very satanic.
@@pilarmartin5051 yeehaw!
the netherlands......only 17 million people.....the Netherlands is the 2nd largest food exporter in the world and only one who can deliver this chip tech?
The world is in trouble......
@@transformerstuff7029 The world isn't in trouble. Anyone who doesn't have this technology is in trouble, because no matter what agreements they have they are at the mercy of the countries that have this technology.
When your society requires a specific technology just to function you are at the mercy of who supplies that technology.
Its why the Chinese captured and trapped the Rare Earths industry. Its why other countries have done the same in other spaces.
already too much technology.. we shud reduce electronics and tech as much possible embrace our family and friends. Excess of tech is enemy
@ASML is a good company to work for. When I started, the first Twinscan was being created with 300mm wafers and a dual stage which allows simultanious measurement of one wafer and doing the actual lithography on the other one. Customers were so eager to have a machine that could handle 300mm wafers, that the first machines were single stage Twinscans. These 22 years have been incredible and more (Moore) is to come!
I see what you did there ;-)
I like what you did with Moore! 😂
I like the pun.
Need "Neon" to make chips and the Ukraine has 95% of the planet's supply.
These machines will be idle.
I think moore is not to come because moores law is collapsing as we r reaching size of atoms.
ASML in the Netherlands and TSMC in Taiwan... bizarre that 2 not so huge countries, 2 companies basically dominate the supply of chips that power everything that is modern.
Both co-founded by Philips of the netherlands
This truely shows the sheer inginuity of engineers. Mad respect for being the very driving force of society.
So far aren't they just increasing the population size and net inequality? Seems like inherent optimism bias and terror management theory will always help regardless of ideologies such as antinatalism based on consent and efilism.
And yet young people look up to sport stars... or even (I am guilty of it too) to drunk and drugged music stars.
@@uvwuvw-ol3fg Here, you dropped your tin foil hat alongside your sleeping meds. Sleep well!
Hahaha 🤣 good one dude, well played lol.
I wish it could have been carbon-free though !
These machines are beyond crazy. It is like Manhattan Project, Space Shuttle and Large Hadron Collider combined in terms of complexity. Making things precise once is one thing, making it work non-stop, be thermally stable, and repeatably accurate is few levels harder. Optical system, mechanics, thermals, cycling, positioning are quite crazy.
Yeah it is incredible, I am baffled by the complexity and the scale of production. It is truly a very beautiful and incredibly valuable industry. Dutch people can be very proud of ASML.
Here I thought my haas holding a thou was impressive!
@@edvardmunch6344 Hardly anyone knows around there.
@@waltermessines5181 That is not true.
don't worry the Chinese will find a way to copy these machines and make it cheaper!
I like how confident the CEO is about the product ASML makes. That divorce line was just perfect 🥰
i will take asml stock so i can make more nvidia gpu xD
i actually didnt like that bit at all. it means it would be incredibly hard for any competitor to show up. even if they knew how to make a EUV machine they wouldnt be able to have access to most if not all the suppliers they need. i get that EUV machines are a massive geopolitical item and its in the best interest of the current order to preserve the status quo, but still, i would like more than one company to be able to make them
@@panchociarer Not if you hold ASML shares.
Nokia CEO was this confident once..,
@@panchociarer Gigaphoton tried to make an EUV source and bailed out (they were having supposed success as well) - but the Suppliers they are talking about are Zeiss and TRUMPF. Without either, they would never be making EUV, just very high precision paper weights.
Started R&D in 2000, didn't even know if they would succeed in 2015, and delivered in 2019
Now that is some courage, confidence and tenacity
AMSL is a Dutch champion. Philips is a Dutch champion of missed opportunities, they could have had everything and could have been the Apple of Europe.
Their mistake, not lobbying American politicians enough.
@@DouwedeJong How exactly do you mean?
Eh, in the medical world they are no?
@@Felix-zb6mcThey are, but their revenue is declining every single year since it peaked in 2000. I just said it because every single asset they sold, is now more worth than Philips itself.
I mean, just look at ASML which used to be part of the Philips group.
ASML market cap 2022: 251 Billion USD
Philips market cap 2022: 26.77 Billion USD
By market capitalisation ASML is now almost 10 times bigger than Philips.
Philips could have lead the way in consumer electronics, chip manufacturing et cetera. This is why I said that combined they could have been the Apple Inc. of the EU / Netherlands.
But they are not and Apple is haha.
Phillips' spin-offs are very successful though.
With everything going on in the world, i think this is the peak of human performance and intelligence. Machines which are so complex that only the best mathematicians, physicists and engineers know how to develope and build the damn thing. Only for us to use the chip to watch a movie on our smartphones
It is amusing, isn't it? Literally - apex technology used FOR amusement...
@@davidb6576 Well yea, but it's also in satellites, the infrastructure grid (power, internet, logistics).
Phones are just a way to make money and further technology, it's not really for amusement. It says more about what people wanna spend their time on more than aything else.
and then you have the other peak of human intelligence where some clown is telling a company on the other side of the globe not sell to certain countries... but i guess thats nothing new in todays politics
@@theonlywalkingpotato And speaking of intelligence (or lack of it): You get folks who are agents for a country that's committing atrocities against a neighboring country. Why, folks like that even argue against sanctions on the murderous invader. Who could be so immoral as to support a dictator like putin?
@@theonlywalkingpotato lol, people don't like aggression. They punish aggression. If you think that's weird or a sign og bad intelligence, please go be voliolent against yourself.
Thanks CNBC for the exclusive footage and content. This technology is so mind-blowing and feels like sorcery every time I learn about it.
hopefully India can copy this machine with much cheaper price..
@@lifeisneverthesame910 Not India nor China could do as it involves so many suppliers/exclusive technologies. Listen carefully and you will know.
the netherlands......only 17 million people.....the Netherlands is the 2nd largest food exporter in the world and only one who can deliver this chip tech?
The world is in trouble......
@@transformerstuff7029 Its not that simple to associate one country. ASML is a multi national company headquartered in the Netherlands. ASML has a huge presence in the US and East Asia and has lots of critical suppliers globally. For instance Zeiss the only maker of lenses are headquartered in Germany. But ASML as a company does enjoy a monopoly with EUV.
@@srikanthramanan India can easily make this thing a lot cheaper.
I just want to recognize all the people on this comment board (and everywhere) who have worked in this industry and contributed to this amazing technology. You have literally changed the course of human history, and made everyone's lives so much better. Thank you for your intelligence, perseverance and hard work!
It is so weird that a company I never heard of is so incredibly important to the advancement of technology on the world stage. It makes me wonder what advancements will take place by the end of this century, My great niece who is just an infant right now most likely live long enough to witness so many incredible changes in her life.
He will :)
Great Job CNBC.. I was with ASML from 1988 to 2013 and your piece here is very good. Also great job Mike!
I've been buying shares of asml for about a year now every paycheck best investment ever made
hope you have some equity lol
When I was in high school I worked in a clean room and helped produce microchips for Western Electric and other buyers. It was amazing to see silicon crystals growing. We also shot chromium onto very flat glass plates. These plates were coated with various layers but a photo emulsion finished. The target was shot with the circuit image and after acid washes a micro circuit was created for sandwiching inside an IC chip. I made my first photovoltaic cell using a damaged wafer of silicone. After my introduction to clean rooms I later worked in dirtier places- surgical suites.
Wow you're so lucky to graduate from that high school
What high school was that?
@@andylines8040 Which* .p
Is it desirable that surgical suites be made cleaner? And if so, are there cost effective mechanisms that could be borrowed from industrial clean rooms?
In Asia we have bachelors and masters do the same things you did as a high schooler,
so unnecessary and inefficient...
I think more credit should be given to Carl Zeiss for creating the EUV light in the first place. They provide the Heart of this fascinating machine.
I hate to go "well actually" on you, but well actually, EUV light was first developed in a US university using different methods, the double shot method is used in EUV machines by ASML.
@@therealdutchidiot Well actually EUV has always existed in the universe, so nobody developed or invented it. The technology may have been developed in the US but Zeiss is ,I believe, the only company in the world that can deliver the optics, i.e. lenses and mirrors, at those levels of precision. I assume double shot refers to the vaporization of tin droplets - that technology is absolutely jaw-dropping (just like pretty much everything in semiconductor manufacturing). To even think of it, much less think it could be done realistically AND reliably... incredible.
@@Arsenic71 The technology was actually developed by the US army. Unwilliing to develop it further due to cost ASML took over the project.
The only thing Zeiss has to do with it when it comes to these machines is the lense and mirror assembly.
@@therealdutchidiot Exactly. The "only" thing...
@@Arsenic71 The part that isn't relevant for EUV in the slightest. It comes *after* the EUV stage.
One of the reasons for their success next to their technical capabilities is the fact tha AMSL works together with other companies worldwide. I think AMSL can be regarded as an example to the whole world how we should work together to our common benefit instead of making war and loose everything.
amen to that !
If people abide laws - yes
If no - then no
I hope you get 😉 it
I worked for ASML.
Great company.
Great vision.
Technology integration above all.
Why did I leave? I found an even better company.
But ASML remains one of my favorite companies.
So Asml has now a competitor who’s even better at chip machines ?
Where do you work ask, when I may ask ?
What’s the even better company?
What qualifications do you need to work for this sort of company?
@@markreed9853 there are lots of areas you can apply for, most often you need a engeneering degree to design parts that go in the maching. if you have no degree you could apply for a production job at one of the companies in the region that make parts for asml.
don't forget the role of the Dutch government on this. Very forward looking, science-based strategic vision. The brainport tech incubator concept in Eindhoven will hatch another ASML and is the reason why my son chose Tu Eindhoven to study
As long as The dutch keep churning out Stroopwafels then i'll be content. The chip stuff comes second.
That's what you get when you give your citizens the freedom to study for longer and undertake research without risking bankruptcy by having free education, free health care and financial support for students and those not earning enough. In places like the US, you immediately look for a job as soon as you complete high school and most people are done with education as soon as they complete undergrad as they have mind blowing amounts of student loans
@@hydrolifetech7911 You are so right! Also, I listen to Ukrainian moms who have fled their country and the first thing on their mind is to get their kids back in school so they can continue their English and math studies. The Eastern European emphasis on math education is not matched in the US, sadly.
@@amenbrother8818 : Yeah, let's kick the Americans it's a popular pass time.
@@hydrolifetech7911 most people working at ASML are foreigners. They can't get enough talent within The Netherlands
I work as an electrician in the Intel FAB in Hillsboro, Oregon, there are like 8 of these machines sitting side by side and it is the most incredible thing ever to witness. And we're starting to make room for even more which is just mind blowing.
The U.S. represents an Existential threat for all of Eurasia and Africa... Western Europe is presently U.S. occupied so are parts of Asia... Such as Japan, South Korea and various island chains. These locations are to serve as staging grounds for further U.S. adventurism and exceptionalism. Many countries in the Middle East are bombed out. This has caused the European Migrant Crisis.
@@johnmcentegart007 COOKOOOOOOOO
@@1fadf23f I bet a million Rubles that you are an American dude commenting on European affairs from your bunker in the U.S. You can tell that the Internet was weaponized from the Google search results. The manner in which information is listed is a dead give away. Google has been fined heavily for prioritized listings. That is going to happen again.
@@1fadf23f I will bet a million Rubles that you are an American dude commenting on European affairs from your bunker in the U.S.
@@1fadf23f Pritzker was born in Palo Alto, California on January 19, 1965. He is the son of Donald Pritzker and Sue (Sandel) Pritzker. A member of the Pritzker family, a Jewish family prominent in business and philanthropy during the late 20th century, Pritzker is named after both of his father's brothers, Jay Pritzker and Robert Pritzker. Pritzker's grandfather, Abe Pritzker, was a business lawyer. The Pritzkers have consistently been near the top of the Forbes "America's Richest Families" list since …
This is an extremely well made and well researched piece of journalism!
agreed!
Very well presented! I did a small amount of design for a version of lithography equipment at MIT back in the 90's, the rate of progress is staggering to me...
As someone who works for Philips - this was the one that got away.
Yeah a shame that Philips sold all their shares long time ago.
But also getting an EUV machine doesn't mean you can make chips. btw. lol
ASML sent EUV machines to Taiwan and South Korea.
Taiwan has 90% efficiency. South Korea has 30% efficiency, btw that's a fail and not economical.
The same machines, but there are some ADDITIONAL "Process" that are unique to each company TSMC vs SAMSUNG.
Why Intel gave up on EUV. EUV a machine which USA Intel helped developed.
South Korea Samsung with the brightest minds, larger resource, bigger company. Could not perfect the technology.
But it was Taiwan TSMC that perfected EUV use.
@@leihtory7423 Philips owned a lot of equity in ASML (because they founded the company) not that we think they should produce chips.
This is probably one of those situations where the sum of the parts is bigger than the whole.
Not many people may know, but over the years Philips has hived off its consumer lifestyle, semiconductor, lighting and recently domestic appliances businesses to focus on becoming a health tech company.
"Dutch company with US Roots"; it started off in a shed at Philips - Eindhoven (This is also the Netherlands!)
Yes, I noticed the same. They bought some US companies, which make important components to the chipmaking machines, but that's of course a different thing.
@@adoatero5129 they also bought companies from others countries, so by no way an American company
I think this refers to some of the technology being used is American (invented by the US Military i believe). I've heard this several times in videos on a Chanel (Asianometry) that goes in dept on the industry. Apparently the US government has/had some say so in who can get ASML's machines.
@@objectivethinker3225 and so does the Netherlands, Germany. They have hundreds of suppliers
@@adoatero5129 The technology base was developed in US military lab that is what they meant by saying US roots .
I worked for 27 years in the public restrooms cleaning industry. A dirty job but I can fully confirm that ASML tech knowhow implemented the approach to the cleaning process
The real reason for AMSL's success is that they took Moore's Law as fact, and work back from that to determine what needs to be done to make it reality. And then be absolutely ruthless in doing what needs to be done.
Take Zeiss for example. ASML management discovered that Zeiss management lacked commitment to achieving what was necessary. So they took over the relevant department, and turns out it was possible -- if you are committed.
The reason that Zeiss was able to develop EUV technology at a time when competitors had abandoned the idea as unrealistic is that Zeiss is a company with a very devirced business - consumer optical products, industrial measurement and research technologies, medical technologies and chip lithography technologies. All this has allowed a decades-long funding of EUV research, at the expense of revenues from other fields, without going bankrupt. ASML is just extremely fortunate to have such a company as Zeiss as a partner. 😉
*_China is overtaking it_*
Thanks CNBC! That was very informative and well done!
This is just one of many great products the Netherlands exports all over the world. A small country, but with some very clever people.
Jaja but the component that makes ASML better that Epson and co. Is the EUV lithography system from Zeiss.
@@maxz9787 ASML management discovered that Zeiss management lacked commitment to achieving what was necessary. So they took over the relevant department, and turns out it was possible -- if you are committed.
@@peterdevalk7929 what Trash are you talking Zeiss never was able to manufacture a complete machine. They only made the optics in this field how should they come Up with the whole machine. But its the Zeiss optic that separates ASML from Epson and co
@@maxz9787 And it's ASML that kept Zeiss on their feet.
@@peterdevalk7929 what do you want it is a cooperation. And without Zeiss ASML wouldnt be able to produce 5nm Chips. Zeiss would then sell their system to Epson making them the market leader. Without Zeiss there are no 5nm chips. Without ASML there would still be 5nm chips.
Such incredible innovation, hats off to the engineers!!.As a company in the field of raw steel materials,this is a thumbs up.
Just got hired at ASML. I need this
How hard was it and what degree did you need?
Congrats ✌
@@BrandonshanesProductions I applied on their website. They truly are growing so there are a ton of openings. The interview wasn’t bad. An initial one on one interview then a panel interview. Mine is mechanical engineering.
@@ehubbar Congratulations.
Good luck in the new position, say hello to my wife who works there as well.
9:55 the typical method to aim light is to use lenses to refract it. There are no lens materials that are transparent enough to EUV light for this method to work which is why they have to rely 100% on mirrors reflecting it.
I seen a journal that plasma can also be used as mirrors, but I don't recall it propertiites at the 13nm wavelegnths.
It’s not that there are no materials transparent enough, but the ability to bend them enough that restricted their usefulness as lenses.
@@madsam0320 Everything I've read says otherwise, e.g. from newport's page on EUV photolithography: "there are no optical materials that are transparent at 13.5 nm"
@@MatthijsvanDuin Optical materials means materials that can bend the beams, so while some transparent materials may exist, you can't make lenses out of them
@@jmlinden7 Well in the context I was quoting from it was discussing why a reflective rather than transmissive mask needs to be used, so bending light is not relevant for that. It adds, "In theory, transmission masks could be used if the substrate was less than 100 nm thick, but this is not a practical solution."
Another quote from the same article, "The entire optical system is maintained under high vacuum since 13.5 nm light is strongly absorbed by all solids, liquids, and gases."
Do you have an example of a EUV-transparent material?
Philips company is said to make 80% of their profit on Industrial Patents. It seems to take huge amounts of production to come up with a really clever idea, then get it patented and make money off of others producing what you invented. Philips has always been a great company to work for; they build schools, houses, hospitals etc for their employees. Frits Philips used to ride his bicycle through Eindhoven and chat with anyone about his pet project PSV.
Kudos to CNBC for a well scripted, well narrated, jump-cut one-up speaker presentation.
Man, the control ASML has over lithography machines reminds me of a line from a Science Fiction Book Series:
"He who controls the Spice, controls everything." ;)
U mean Petrol? And middle East? their religion that spread by wars?
Except the control here is over knowledge, not some mineral, and this control is only temporary as patents expire and technology evolves rapidly.
That would be the Dutch also!!!!
@@Drrolfski even if the patent is expiring, it is almost impossible to re-create a company like ASML that can build these machines. It is one big symbiotic cooperation of many companies and very intelligent and skilled people. And their workforce is coming from like a 130 different countries; all the best and brightest in their specific part of science.
Excellent insight into this crucial piece of equipment at the frontier of technology 👏🏾
Sadly, this part of science is never mentioned or praised enough. How many people know inventor of transistors? Or people responsible for technology mentioned in video? All we hear is garbage from "great" scientists about pseudo black holes, pseudo evolution theory etc. Whereas they brought nothing useful to humanity. It is very clear what corrupted, derranged and wicked people are governing west for years
About 50 years ago, I was asked to evaluate a new IC for possible use in a military minicomputer that Raytheon was developing for Naval sonar systems. That IC, the Intel 4004, could have fit nicely into a new physical architectural standard designed by the Navy (NAFI) to accommodate the pace of technological change. However, it was only a 4-bit slice of an Arithmetic Logic Unit in a 16-bit minicomputer that used about 60 similar cards. The technology was part of a rugged & cool running minicomputer that would soon be obsolete.
Something the size of a microwave would soon shrink to the size of a postage stamp ==and eventually to a speck while covered with a protective layer of quartz.
Very informative and detailed.
There should not be any barriers to share the knowledge which eases the human life.
I think, this informative video should be circulated in local language , especially in schools, which will support in increasing the eagerness of learning new technologies.
Thanks for the video and ASML staff .
Good luck.
After I was a USAF pilot, in the early 80's I worked in a 100mm wafer line down in San Diego as a Photo-lithography and etch process engineer where I used the great great granddaddy of these systems. Never thought I'd become nostalgic about those times and that job LOL
🇺🇸 Thank you for your service, sir.
@@platoscavealum902 You're welcome, but I'd rather you go thank a teacher! That's who I thank for their much more important service
What would it take for a third world country to manufacture these systems? I mean the oldest ones having no restrictions?
I would say that 100 nm (130 nm mfg. started in '01) would be alien tech in the early 80s, but 1000nm (1.0 μm) makes much more sense for the given time period
@@hughjassstudios9688 He likely meant a 100mm wafer fab. 4 inch wafers.
I used to work for a supplier that built the same machines for one of ASML's divisions, Cymer. I was a highly regarded technical writer documenting how the machines were to be assembled. It was definitely fun and interesting. I would later go on to work for Intel documenting how to maintain their AMHS equipment. I am working for a telemedicine workstation company in Scottsdale, but I am feeling the pull of the semiconductor capital industry.
Do you know how to design and build ASIC miners from scratch re AZ location
Following
Can i email you? Im in az and have a couple questions for you. Thanks
@@MrSenorhappy I can be found on LinkedIn. My profile lists my Retronix/Intel and UCT experience.
As a Asionemetry subscriber I am happy that CNBC is making people aware of tsmc and asml
Very informative. Knowing the company that’s behind the chipmakers. Investing in companies that have a monopoly isn’t a bad strategy
I highly reccomend the youtube channel Asianometry, they describe the semiconductor indsutry in a deeper level
👍 I’m a fan of Asianometry as well.
(I think that this CNBC video particularly stands out for being detailed and highly informative - the type of quality we normally enjoy at Asianometry.)
Great Vid! I currently work at ASML! Awesome company to work for. Although they’ll squeeze your brain out for ideas.
“Any Ideas? Any Ideas? Any Ideas?……….. Any Ideas?”
*Goes to the coffee machine, Poof! We have an idea!!* Next thing you know, it’s getting patented.
Your lucky, there thousends of tech companies that work the opposite way.
This company is so often overlooked and it's in part because they liked it that way for a long time.
Everyone thinks windmills and tulips and then you have people who show interest who know a whole lot more about infrastructure and water management etc, but almost no foreigner knows about this key role in modern global society. It's only since some years that the company itself is positioning itself a little bit more in the spotlight. That's not because they didn't deserve it before, but because they liked to act behind the scenes.
I work as a Key Accountmanager that supplies al of the safety equipment for this Tech giant. Its crazy to see how they made such progression to become a world leader. And still are!
This is one of the most interesting and informative technology videos I've watched maybe ever! Great job!
Energy and computer chips make the world turn. Continued funding and research are critical to modern living. Kudos to cnbc for bringing some light to the subject!
Just do not sell that technology to those who want to do us harm.
Some EUV light!
Quality reporting about a topic of which I was only vaguely aware after 30 years in hi-tech.
as a standard modern day cnc machinist .....my heads going to explode thinking about THAT kind of precision....just incredible
As someone who owns stock in this company… I fully support this video 😆
👍 😂🤣😂🤣🤣
This is why I love CNBC'S content on all thing except when it comes to cars particular Tesla this is a really good video ❤️
Because some of us know much more about tesla, we can find the mistakes.
I work for ASML. Tesla has no technology compared to ASML. Why people dont know ASML, because it is not American company
Still blows my mind how a blast of UV light can create billions of transistors on a silicone wafer.
There is more to it.
Metal layer depositions, etching, ion implanting, heat anneal steps etc.
I'm proud to work for ASML 💪
Mi fewhartt campani asml 😢mi luck is not good no mani. 😢 i. M. Pakistan😢😢😢
Good to know these facts.
ASML doing great in technology field 🙏👏
Quality, informative videos… please keep up the good work. I forward these to my kids regularly in hope they learn something 🤭
🤞
Great video. Proud to have such an important company in my country 😎
From ASML to Heineken. The Dutch make some good stuff.
ASML is incredible. But I think there are other aspects: The chips produced in this top machines are the heart of any computer - BUT you also need much simpler /rougher chips around the central - and these "old" chips / designs are a big part of the shortage.
IMHO a significant part of the shortage is that the production of that "old" "low level design" chips - that are still necessary - was neglected. I think we are getting more into the dependency of China since they still do that "low level production" but nearly nobody else.
I remember older times. Some around 2000 I visited a train workshop in my hometown. We talked about circuits (Anti slip system) I saw some 7407 on the table and told I have some im my box. He immediately wanted me to sell these. In the 70th I bought them vor 14DM each. While these chips were still massive used, nearly nobody produced it any more. For me strange: it seemed nobody was interested to simply run a line with the old designs for some time.
Forgot to mention the shortage of neon used in some chip making processes such as 28 and 14 nanometer processes. It's used as a cleaning and decontamination gas. sadly half of the Neon comes out of Ukraine which has half it's manufacturing infrastructure destroyed. That leaves China at 40% and USA at 10% global market supply. We all understand the geopolitical complications of China as a source and that leaves only the US which is scrambling to trip it's neon production.
China already develop a lithography process that wont recquire EUV technology from asml. They were sanction las 2018 for purchasing this machine so they revolutionize their own.
@@ph11p3540 Uh - that might hit more than 'only' the top processes - I assume also processes over 120nm?
Old chips can be built with new machines you just need to spend engineering resources to port the designs. No one is doing this because it is cheaper to just build this old chips in old machines. Part of the reason of the shortage is that chip buyers cancel their orders for old chips so the chip makers upgraded their machines to newer machines. And when the buyers return to buy more old chips the old machines are no longer there. The chip buyers would now need to spend money to port their old chips so it can be built with new machines and they don't want to spend that money.
@@kazedcat And if there are still 'old machines' they only will be in China.
This was a much needed documentary. Nice job identifying a crucial knowledge gap for many and filling it.
The Technology is soo important, it’s not even a joke to share it
ASML is a huge international company that has bought out many of it's competitors over the years. How they have managed to avoid the laws to restrict monopolies would be an interesting legal investigation that every large international company could use to navigate the complexity of international law.
I may be turning 34 this year, but it is still one of my dreams to one day work for ASML.
you certainly can , just go for it. Best of luck
sent theme a e-mail, if you good enough they will take you. But,.... they are Dutch, brutaly honnest and hard workers. Can you handle the heat... than just go for it. All the Best.
Proud as a Dutchman to say we have some of the most critical companies necessary in this age of time. NXPI, ASMI, BESI all have Dutch origins.
Extra: Around 5:00 while they compliment the biggest partners and offer them shares of the company to accelerate the development of EUV, they should also mention the Dutch Government as a key player. In that time, ASML got preferential treatment with a tax break called 'deeltijd ww' specifically for ASML.
Just don't let China get their hands on your technology and know it how's like it has in other industries.
@@ivanbb1070 Chinese did try to copy DUV way back. It took them 5 years to copy and it did not work. Meanwhile EUV came into the market. It has been proven the Chinese are unable to copy the technology outright after buying the machine. Not only that, critical components are also made by partners only supplying that specific technology to ASML. For example Zeiss has an exclusive contract with ASML for the lenses.
That said ASML should in general protect its technology so it can keep its competitive advantage.
@@ivanbb1070 and we have a chip shortage. usa banned chip factories in china from getting asml machines.
taiwan tsmc has factories in china. intel has factories in china. Samsung has factories in china.
no asml chip machines to china = chip shortage.
@@michaelhu9947 dafuq you talking about.
China has been banned from getting EUV machine.
ASML has shipped a ton of DUV machines to China.
@@leihtory7423 Really simple. They bought the refurbished DUV machines, tried to copy it, failed, fell behind and now they are stuck buying the machines.
Who has the mind to actually understand all of this? And then actually improve on it. Amazing!
Thanks! It would also be really interesting to watch something regarding the environmental impact of all these new chips..
Loving the quality guys keep up the great work!
You should definitely get the extended service plan for these when you buy them.
That they can reach this mind boggling result on nano scale one time is already a wonder, but continuing 24/7 is just a miracle.
These are so complex and the technology is so insane it may as well be magic.
ASML is considered the greatest company in the Netherlands.
VERY interesting, i've just been recruited to work for them, looks like a great company
We need more companies doing this.
this thing is literally beyond my imagination, I am overwhelmed and cannot continue watching the video after the 1st half
Arguably the finest business on earth.
TSMC would be another candidate. They are however utterly intertwined.
"we can't get the chips to make the machines to make more chips" that's not good man
Samsung is building a semiconductor plant close to where I live in Austin, Texas and the whole thing will cost about $17 Billion. What's shocking is that the plant will only cost $1 billion. The other $16 Billion will be these huge machines, some of them cost $500 Million each! BTW, now they're down to 2 NANOMETERS. Insanely small.
Samsung sucks. Taiwan rules!
Its incredible that such technologies exist which made possible the modern world we live in.
How utterly inspiring. Just genius.
Feels like it is a holy grail of technology
I love the extremes of true scientific achievement. Here we have light makeing designs measured by dna strands holding up the chip market and then its the space exploration making giant rockets of extreme precise design to go to space
I remember this when was in the development stage, actually at the end of the development and just entering commercial users, I was blown away with the technology. Well they invested years in the development, they was innovative and they totally deserve to have monopoly. It's impressive technology.
They were willing to push the envelope when noone else did. That's what did it. ASML was a declining company before they developed this. And with NA tech they'll be pushing ahead once more.
Someone told me that it's the best time to buy because there will be a huge pump soon
The cost of living is making people go into different businesses anyways, but my problem is that the rate at which money gets finished on little purchases is so surprising
I saw all this coming I had to switch to Crypto trading and I'm really enjoying the fact I made the right choice because of my weekly earnings
I make good income too from bitcoin trading and its been my most reliable source of income at the moment. With profits I've made so far I don't think i can get broke or lack anything.
How do you do it sir?
Because I've tried severally but seems not working
TMSC announced its chip plant in Arizona in May of 2020, after already deciding to build a vast US plant. Intel announced its Ohio plant in March of 2021. So the proposed US CHIPS Act is well behind the curve.
Not behind, they still need those Lithography machines to be created. As the announcement stated.
@hallmobility. You might want to check again, I believe there are 5 chip plants being built in Arizona right now.
By the way it is TSMC not TMSC.
@@dag_of_the_west5416 OK, so I said putting the cart before the horse, now it's putting the cart before FIVE horses. Same worthless politicians.
@@hallmobility but you see now all those chip plants that were already under construction can get fast-track environmental permits and govt money to finish the construction.
One of the reason why asml is a successful company. Because it's leaders focus on technology, science and innovation. They are not McKinsey or Boston consulting group type of people.
Very well said. ASML has over 50 years of experience, and their founders took a risk back then by going in a different direction others were not willing to take; and they're being rewarded for it ever since.
On their web page, they say diversity is the reason for their succes. Damn blackrock.
Thumb’s up for all the team who made this content! Great job 👏
This is absolutely fascinating.
I know they use our software somewhere in the ASML that's how i came to know about their name..but my god, it is astonishing to see what they are building and manufacturing
The Austrian company for which i worked by ASML In the yeas 2005..2008 to implement the main control hardware. I had done a lot of Sofwtare work from our company for ASML here in the Netherlands. You remember the first DualCore Chip and the QuadCore Chip? There are done of machines like this one.
13:02 notice at the end of his point he says “we will continue advancing for the next couple decades”
What a notable point and emblematic of the type of businessman he is. You can tell he is steeped in scientific data, consulting, and empirical projections. Your typical businessman would never say something so modest. Even if your typical business person knew they would struggle to continue advance their business (as long as known physics stays the same), they would never say such a bearish thing. They would find a way to stay positive and growth oriented and might lose their job for saying something like “yeah we hope to continue to grow for the next couple decades”
He knows it will take 10 years for anyone to get on their level.
@@ZeroSpawn Then why they don't sell it to China?🤣🤣
It's very strange how I find myself so attached to this achievement... I am a physics student in NL, but born and raised in Romania. Yet, most of the greatest people I've met are from my university, some even working directly with ASML. It really sets the feeling of being what you do.
Very simplistic presentation. With regards to use of DUV vs EUV. Technical explanations great
3:40 I worked on these steppers at ASML in Veldhoven and IBM in Fishkill NY in the early 90s
First sub-micronics steppers !
Good memories.
@CNBC Please start making 4k60fps videos! Excellent work!