ASML

Everyone wants to take away ASML’s throne. Today ASML has decided that the throne is higher

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A team of researchers from ASML They claim to have discovered a way to increase the power of the light source used in their chip production machines. According to their conclusions, this technology would allow chip production to increase by 50% in 2030. Good news for ASML, very bad for its rivals in China and the US. 1,000 watts. Michael Purvis, the ASML engineer who led the research, explained in Reuters that “It’s not a parlor trick or anything like that. We demonstrated for a very short time that it can work. It’s a system that can produce 1000 watts with the same requirements that you might see on a customer.” An almost miraculous process. In its UVE machines ASML needs to create an extremely energetic ultraviolet light. They use a wavelength of only 13.5 nanometers, but to achieve this light the process is exquisitely complex: Microdroplets of molten tin the size of a fraction of a human hair are launched through a vacuum chamber These drops fall one after the other, more than 100,000 times per second A giant carbon dioxide laser shoots at each droplet The impact turns the tin into a very hot gas (plasma) that even exceeds the temperature of the sun. Plasma emits EUV radiation Ultra-precision mirrors manufactured by Zeiss collect that light and direct it toward the chip And it is with that light that the circuits are “drawn” on the silicon wafer with atomic precision Tech drops. What they achieve with the new system is to double the frequency of the tin drops, going to 100,000 per second, which allows more light to be generated. They also use two previous laser pulses instead of one: the first shapes the drop and prepares it. The second converts it into plasma more efficiently. More chips than ever. Currently, the machines UVE photolithography (Extreme UltraViolet) from ASML work with a power of 600 watts. This achievement would allow a 50% increase in the yield or percentage of functional chips obtained from a wafer. It is crucial to turning ASML’s chip production systems into true precision machines. wafers to me. Teun van Gogh, responsible for ASML’s NXE line of EUV machines, indicated in Reuters that the company’s intention is to make it possible for them to use this technology in a much more affordable way. If everything goes as expected, machines that take advantage of this technology will be able to process 330 silicon wafers every hour, instead of the current 220 wafers. The US tries to compete. In the United States, at least two startups, Substrate and xLight, have managed to raise hundreds of millions of dollars to develop machines that compete with those of ASML. Substrate is working in an x-ray based projectwhile xLight —led by Pat Gelsinger and with investment from the US Government— wants to use particle accelerators. And China, of course, too. China takes years trying to create machines like ASML, but so far it doesn’t seem to be succeeding. There is now talk that China has its “Manhattan Project” in this area and it seems to be closer to get your own machine with UVE technology. ASML was already leading. Now it does it even more. In both cases, the reality is clear: today ASML still has no competition. It is the master of the world in this segment, and if you want to manufacture the most advanced chips on the market, you need its machines. This new advance promises to further open the gap with its competitors, who do not have machines that can compete with ASML’s current ones… and who will have even more difficulty having those that can compete with this new advance. The future. Purvis added that this new technique could be improved in the future: “we see a reasonably clear path to 1,500 watts, and there is no fundamental reason why we cannot reach 2,000 watts.” If true, ASML could hold the key to continuing to lead this market for even longer… if rivals fail to turn the tables. And it seems complicated that they do it. Image | ASML In Xataka | Global tension cannot withstand ASML. He is going to build a huge campus equivalent to 50 football fields

ASML CEO knows the whole world depends on her

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The European Union has announced the inauguration of a new research center dedicated to the development and manufacturing of semiconductors. The project, called NanoIC, wants to become one of the fundamental pillars of the European Chips Act program. 2.5 billion euros on the table. The total budget is 2.5 billion euros, of which 700 million come from EU funds. Another 700 million will come from regional and national governments, and the rest will put ASML on the table and other industrial partners. What is Imec. In reality the project is an expansion of the Imec facilities at its headquarters in Leuven, near Brussels. This body does not manufacture commercial chips, but is the “laboratory” in which rival companies such as Intel, Samsung or TSMC collaborate to define the chips of the future. clean rooms. This is a new clean room (“cleanroom“) of 2,000 square meters which will among other things house ASML’s new next-generation High NA EUV scanner which is expected to arrive in mid-March. The total area of ​​Imec’s clean rooms amounts to 12,000 square meters and the company claims that this makes it a central part of the Chips Act strategy. Imec will soon build another 4,000 square meter clean room on the aforementioned Leuven campus. Everyone loves ASML. ASML CEO Christophe Fouquet highlighted the leading role that your company has managed to achieve thanks to its semiconductor manufacturing machines, the only ones in the world capable of producing the most advanced chips today. As he said, these are the machines “that everyone would like to have.” China sighs (for now). He is right: today the US is a key trade ally but does not have comparable technology of its own, and China has been trying to develop extreme ultraviolet machines for some time. but for now he is still behind in that race. Obviously Europe depends on the US and China in many other areas, but ASML is certainly a clear technological asset for European interests. Inverse dependency. The vice president of the European Commission, Henna Virkkunen, indicated in a interview with Politico that “it is true that we have some of the key technologies, such as ASML, that everyone is dependent on globally.” He explained, of course, that the EU has no plans to turn that into a weapon for potential negotiations, “but it is important to realize that we have those strengths that others do not have.” Changing the story. These statements undoubtedly seek to counteract the idea that Europe depends totally on American technology, demonstrating that the old continent also has its own levers to negotiate. Digital sovereignty. The EU is expected to prepare a second Chips Act which should be presented at the end of March and which would clearly differ from the first. Instead of an emergency response to a project that will turn Europe into a competitive region at a technological level. But. The initiative is striking, but it also has important challenges. We are looking at a research center and that means that its size and budget cannot be compared with those investments in data centers made by large US technology companies. But in addition to that parameter there is another even more relevant one: that of talent. Europe must train and attract enough engineers to operate these centers and develop that work there and not in companies or centers that compete in other regions, including of course the US and China. In Xataka | We already know what the chips that will arrive until 2039 will be like. The machine that will allow them to be manufactured is close

‘Ikea ​​hack’ older ASML machines

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When the United States intensified the trade war with China wearing Huawei as a scapegoattriggered a fierce technological advance by the Asian giant. After the veto of Huawei Bans came to the Chinese semiconductor industry, and one hurt more than the others. ASMLleading European manufacturer in advanced machine manufacturing of deep ultraviolet lithography (or UVP), could not sell its best equipment to Chinese companies. Those of extreme ultraviolet or UVE, specifically. These machines are what the different chip manufacturers use to create their products and the industry depends on them. Think of these SVU machines as a gigantic 3D printer: Silicon wafers are their raw material and on them they “print” the circuits necessary for the processors to work. What’s special about ASML machines is that they are able to print those patterns with a precision impossible for any other machine. With the American veto, and with ASML being the only company with the exclusive technology to create this “printing” process, China had a difficult time advancing not only in its consumer chip industry, but in the rampant race of artificial intelligence. However, Chinese companies They are making progress by tricking the machines of ASML that they had obtained before the blockade. With Huawei and SMIC at the helm, they are pushing the machine and achieving the unthinkable with old equipment. The ‘Ikea ​​hack’ of ASML lithography machines One of the concepts that I like the most in interior decoration is the ‘Ikea ​​hack’. It consists of buying a generic Ikea piece of furniture and transform it into one with more personality and even different functions. It is maximizing the potential of a simple and known structure. A 3D printer, but in a brutal way They are doing something similar from SMIC. A couple of years ago it was a company whose name came to the fore almost daily. No wonder: It is the spearhead of the Chinese semiconductor industry and the one that provoked the wrath of US regulators when they realized that they had not finished off Huawei after the veto. Somehow, SMIC had been able to make 7nm and even 5nm chipsa lithograph outside the reach of the machines that China had. He Huawei Mate 60 Pro Kirin 9000S marked the rebirth of the company’s mobile phonesand the surprising thing is that SMIC I had created it with old machines such as the Twinscan NXT:2000i or the Twinscan NXT:1980i. They were UVP machines acquired before the veto. And, although ASML could not sell new material or make updates that improved the base features of those machines, they could provide support. The issue is that these machines were not designed to create integrated circuits as cutting-edge as those manufactured by TSMC, Samsung or Intel, but the ‘Ikea ​​hack’ by SMIC and Huawei to have 7nm chips is the ‘multi-patterning’ technique. In simple terms, this technique involves having the UVP machine make multiple passes at a single point on the silicon wafer to create denser chips. What an EUV machine would do in a jiffyit takes more time and passes to a UVP because the lenses and lasers that “print” the circuits are less precise. “Chinese factories have made impressive progress without full access to the best equipment that others in the sector, such as TSMC or Samsung, have” – Dan Kim, director of strategy at TechInsights As we read in Financial Timesthe TecnInsights analysis group estimates that SMIC has been perfecting the multi-patterning technique beyond the 7 nm process during these years and that Huawei’s Kirin 9030 processor It is the most advanced created by China to date. The achievement is that: they have done it with obsolete machines. Now, despite the trick of SMIC and Huawei, the process has its problems. To start, the obvious: More passes means more manufacturing time than what it would take a more advanced or SVU machine. But also something more serious: the ‘yield’. This concept applies to the percentage of functional chips obtained from a wafer. They are, in short, forcing the machine. And that translates into more time per chip, more probability of a chip being defective and, in total, higher production costs. China’s ‘Manhattan Project’ Now, and as they point out in the Financial Times, although China does not have extreme ultraviolet photolithography machines, they do have some of the latest, most advanced machines from the previous generation of UVP: the 2050i and 2100i. Were sent by ASML before the veto September 2024 will come into effect, and the United States Bureau of Industry and Security he has a fly behind his ear. A silicon wafer One of the arguments to veto the sale of ASML equipment to China is national security. These advanced chips are introduced in consumer technology, but also in military technology. And, according to the FT, the US administration has been investigating what kind of support ASML has provided to Chinese customers, even considering the possibility of tightening maintenance standards for machines that manufacturers already had. In any case, China continues to push this technology. and in Reuters they go further: a group of former ASML engineers who now work in Chinese companies have managed to decipher the secrets of the Dutch company’s most advanced machines through reverse engineering. As if it were the Chinese version of the Manhattan Project With which the United States built its atomic bomb in World War II, Chinese engineers would have used ASML machine parts available in “alternative” markets to develop more advanced technology than what they officially had at their disposal. ASML CEO stated that China would need “many, many years” to develop that technology, but if they have already managed to decipher the secrets of the SVU machines with reverse engineering, the movie changes completely. There are other difficulties, since the lenses used in UVE machines are Extremely accurate and proprietary from Zeisswhich cannot officially sell to Chinese manufacturers either. According to Reuters, the prototype created by these engineers is capable of generating light in the … Read more

and has already achieved what only ASML had, according to Reuters

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Let’s continue with historical analogies. Ptolemy Vking of Egypt from 204 to 181 BC. C. —not to be confused with the astronomer, Claudius Ptolemy—, he was very delighted with the great Library of Alexandria. The legendary site brought together human knowledge of the time in hundreds of thousands of papyrus rolls. However, the king was restless: the Pergamon Library (in modern-day Türkiye) did not stop growing. They wanted to get on his back, so he took drastic measures. He prohibited the export of papyrus. The story sounds familiar to you, right? As if he were a modern Trump who wanted to stop innovation by vetoing the export of new technologies, Ptolemy V promised them very happily. “Let’s see how they manage now in Pergamon,” he surely thought. And then Pergamum did what China has also ended up doing: he looked for the chestnuts. Given the scarcity of papyrus, in Pergamon they were forced to perfect a technique that already existed in a rudimentary form: using animal skins to treat, stretch and polish them with the aim of writing on them. They called that new support charta pergamena (Pergamon paper), but its popular name is another much better known one: Parchment. The story, told in the fabulous essay ‘Infinity in a reed‘, by Irene Vallejo, is more than 2,000 years old, but as we see it is a faithful reflection of what is happening now in the United States trade war with China. Specifically, with photolithographic technology, which the US has tried by all means to prevent from reaching China. So China is inventing its own scroll. Been at it for quite some timebut until now it seemed to be totally stuck. At most, rumors tell us, he had managed to create a photolithographic machine with deep ultraviolet (UVP) technology, less advanced than UVE. And not even for those. China’s Manhattan Project The Dutch company ASML has managed to maintain the exclusive of this technology so far. If you wanted to make advanced chips, you needed to buy one of their very complex machines. China had a difficult time facing the US veto, but as has happened in other areas, the Asian giant has not stood by and has tried to find alternatives. And in this case, it seems to have a profile. This is what they indicate in Reuterswhere they indicate that a group of former ASML engineers have managed to decipher the secrets of the company’s EUV machines through reverse engineering. The prototype created by these engineers is already capable of generating light in the extreme ultraviolet range, but has not yet produced functional chipssay the sources cited in said medium. It is expected, however, that this machine will be used to build advanced chips starting in 2028, although some analysts are more conservative and believe that chips will not be manufactured in it until 2030. According to this report, to build said prototype, use was made of parts that were available from ASML machines in alternative markets. Sources consulted by Reuters described this development as the Chinese version of “the Manhattan Project” which led the United States to build the atomic bomb in World War II. The achievement challenges claims made by ASML CEO Christophe Fouquet in April. He then assured that China would need “many, many years” to develop such technology. However, the discovery of this prototype suggests that this period will be significantly reduced. There are of course important obstacles to overcome. One of them is access to high-precision optical systems, and here is another Western company with control of these elements: Zeiss. This project is so crucial to China’s interests that it is being carried out with great secrecy. A Chinese engineer with many years of experience at ASML was signed with a generous bonus, and when he started working He did it with an identification card with a false name. He soon realized that the team members, other former ASML engineers of Chinese nationality, also had fake names. At least two current ASML employees in the Netherlands with Chinese nationality have been contacted by Huawei recruiters since 2020. European laws limit ASML’s ability to know where its former employees have gone to work, but the company has already had disagreements over this issue. In fact, in 2019 they won a case in which a Chinese engineer was sentenced to pay 845 million dollars for stealing trade secrets. The defendant declared bankruptcy but continues operating in Beijing with the support of the Chinese government, according to court documents cited in Reuters. It is now appropriate to return to the lesson taught by the history of Ptolemy V. This king’s boycott had an effect opposite to what he desired. It did not stop Pergamum, it created a superior material – parchment was much more resistant – and it saved literature: many classic works managed to reach us thanks to having been written on parchment and not on papyrus, which would have fallen apart. Now, of course, it remains to be seen if China is indeed the Pergamon of this story. He has the strengths to achieve it, of course. In Xataka | Global tension cannot withstand ASML. He is going to build a huge campus equivalent to 50 football fields

ASML and TSMC are masters of semiconductors. A US startup believes it knows how to end them: with X-rays

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A mysterious American startup called Substrate has made its appearance with a purpose extraordinarily ambitious: compete head to head with ASML. The Dutch company has become the master of the segment of advanced photolithography machines for chip manufacturing, but at Substrate they believe they have the key to turn the tables. Why is it important. ASML has no competition in the market since it placed its first equipment of UVE photolithography. The ASML thing is a monopoly de facto: If a chip manufacturer or designer wants to access to produce the most advanced models, it depends entirely on the Dutch company. No one has managed to stop it since then, and even China, which is trying to free itself from that dependence, it’s really complicated. Substrate. This is the name of this startup that has developed a new team in which use particle acceleration to manage lithography. This technology allows microscopic circuits to be etched onto silicon wafers, and this new company claims that its machines could be in manufacturing plants in the US within the next two years. It all sounds very good. Maybe too much, but they already have funds to try: they have just raised 100 million dollars and among investors There is Peter Thielco-founder of PayPal and current CEO of Palantir. And already, they will try to help create the new TSMC. The challenge is enormous: ASML has invested decades and billions of dollars to perfect its photolithographic equipment, and the complexity of this market makes it very difficult for companies created from scratch to compete. Substrate’s objective is twofold, because it also aims to ensure that its machines enable the affordable chip manufacturing in the US. Or what is the same: it not only wants to compete directly with ASML, but also allow American manufacturers to compete with TSMC on American soil. There it is nothing. Light is everything. When creating those circuits, some of the lines created are so fine that their dimensions are even thinner than the wavelength of light. To solve that ASML problem they do use of extreme ultraviolet light (EUV) through a very complex set of lenses and mirrors. These machines generate a type of artificial light that is capable of engraving those very fine lines on advanced chips. Very special X-rays. In Substrate they propose a different idea. Although they do not give all the details to prevent someone from copying them, their machines use X-ray lithography (LRX). A particle accelerator creates a light source from x-rays with a shorter wavelength, allowing the beam to be used to create advanced chips. Current Substrate machines are currently capable of working with 12 nanometer nodes, comparable to ASML High NA EUV machines: That would put them on par with the most advanced chip production lines in the world. LRX technology is not new. This technique has existed since the 1970s, but had been abandoned because longer wave techniques (UVP and UVE) continued to scale without the need to overcome the great technical challenges of RXL. In substrate they seem to have precisely the solution to those problems, which focused on optics and the need to use massive particle accelerators as a light source. And they promise brutal cost savings. At Substrate they maintain that their LRX equipment will have an estimated cost of about 40 million dollars, compared to 400 million for ASML’s High-NA EUV. In addition, there would be another associated revolution: the possibility of carrying out the so-called single exposure patterning at advanced resolutions (2 nm, 1 nm and beyond), thus eliminating the additional costs of the multipatterning (multiple exposures). If that promise is fulfilled, the production cost of advanced wafers would be 50% lower according to Substrate. But. Of course, it’s one thing to say it and another to do it. The precision of the process, they explain in Semianalysisis a monumental obstacle. The transfer of patterns (going “from light to silicon” almost “carving it”) remains problematic, and among the challenges is solving the roughness of the edges of the printed patterns, which is amplified during engraving. There is also the problem of stochastic noise (shot noise, random fluctuations in photons that cause defects) and secondary electron blurring inherent to the high energy of X-rays, which fundamentally limits resolution. There are also currently problems with the 1.6 nm overlay, which is still high for more advanced processes where 1.0 or 1.2 nm are sought. In Xataka | AMD is today a semiconductor giant. In its beginnings it was something much more humble: a blatant copy of Intel

In its race to make advanced chips, China has tried to copy ASML. It’s going wrong

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China continues to make extraordinary progress when it comes to manufacturing its own advanced chips, but it still has a big problem: it does not currently have manufacturing equipment. extreme ultraviolet photolithography (UVE) own. Of course is working in the development of this technology, and one of the strategies it is following to overcome this challenge is unique… and almost obvious. Reverse engineering. In his 2010 book ‘Copycats’ Professor Oded Shenkar argued that it is often the case that imitators end up triumphing over innovators. Although in the West the view is the opposite, in China there is a positive view of copying and reverse engineering processes are an important tool to copy technologies. That is what the country has supposedly tried, as indicated in The National Interest (TNI). From producing for the world to producing for themselves. Already we review the conclusions from the book ‘Apple in China’, which is a perfect example of how by delegating production to China, Western companies have ended up contributing to the country’s development and its specialization. The trade war has logically made China now seek its independence in the face of the vetoes it is suffering from developing its own technological solutions. From UVP to UVE. There has already been significant progress in this area, and recently we counted as a Chinese manufacturer already has a prototype of a UVP machine (deep ultraviolet) for the creation of relatively advanced chips. If there is a crucial challenge to be able to create these even more advanced chips, it is power. have UVE photolithography machinesbut having that first problem solved is important to make the leap to EUV technology. And this is where something unique has been discovered. Let’s see how it works inside. As revealed in TNI, it has been revealed that China has been “caught” trying to reverse engineer a machine ASML UVP Photolithography. Not so much to mass produce these machines, sources indicate, but because Chinese technicians are trying to learn how they work in order to replicate them and, from them, develop more advanced machines and chips. It’s not broken just because. However, it seems that when disassembling one of these ASML systems, Chinese technicians damaged it. That made them notify the official ASML technicians to solve the problem. When they arrived, they discovered that the machine had not simply broken, but that the Chinese had tried to dismantle it and then reassemble it. ASML’s de facto monopoly. ASML’s UVE photolithography machines are considered the most complex and advanced in the world, and the truth is that today the Dutch company has a de facto monopoly with such systems. It is these machines that allow access to the production of the most advanced chips – such as those used in NVIDIA’s modern AI accelerators – and have become the true bottleneck of the semiconductor industry. Beyond the damaged machine. The incident reveals two crucial points. The first, Beijing’s extreme urgency to be able to control chip production from start to finish. The second is that the challenge of creating these machines goes beyond mere hardware copying: lithography systems require extraordinary technical mastery of components such as precision optics or materials science. Too many obstacles? China may have brilliant engineers, but ASML machines also have a highly specialized supply chain which undoubtedly makes it difficult for such a machine to be built entirely in China. A good example is Zeiss SMTthe German company that supplies the ultra-precision optical systems and mirrors needed for UVE and advanced UVP photolithography systems. A long way to go. This supposed problem reveals the difficulties that China is going through in order to have machines with advanced photolithographic technologies. At Nikkei Asia They were already talking in July about how complex it is to achieve a “Chinese ASML.” In this analysis they cited Didier Scemama, director of hardware research at BofA Global Research, who estimated that China still has years to achieve something like this. “It may take 5, 10, 15 years, we don’t know. Will it be competitive with what ASML does? It’s highly unlikely, but it will be good enough for China.” Image | Zeiss In Xataka | Holland has just declared war on China in the most important battle of the century: control of semiconductors

It is an ASML ‘Made in China’

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China had a great disadvantage in semiconductors. It seems to be solving it, because the Chinese manufacturer of SMIC semiconductors is testing a new machine from deep ultraviolet photolithography (UVP) that yes, is still one step behind the extreme ultraviolet machines (UVE). We are facing a potential turn of events in this Chips war that maintain US and China and that now becomes especially interesting. Why is it important. Sources close to this project have indicated In Financial Times that SMIC is testing a UVP machine manufactured by a Shanghai startup called Yuliangsheng. If these initial tests are successful we will be facing a great Chinese victory in the semiconductor sector. One that will above all will allow you to further reduce western technology dependence and thus accelerate the production of advanced chips of AI, for example. A great step for Chinese photolithography. Lin Qingyuan, a semiconductor analyst at the Bernstein consultant, explained precisely as if this DUV machine meets expectations, “will represent an important step for Chinese companies, which can start from this technological milestone to create machines (of photolithography) increasingly advanced.” The machine makes use of “immersion technology”, a technique also uses by ASML in its machines. But. As indicated in FT, although most of the YulianSheng UVP machine are local, there are some parts that have been obtained abroad. That causes there to be some dependence on components that China does not manufacture at the moment, but the company is trying to develop them to solve that problem. Patience. Not just that. Adjusting these UVP machines have time. This process is necessary to achieve adequate stability and that chips can occur without defects. That period can become up to one year, which makes this Chinese race to avoid the dependence of foreign suppliers. Those 7 nm have a trick. The UVP machine that SMIC is testing obtaining 7 nm chips. Speaking of nanometers have long been talking about We don’t talk so much of the physical dimensions of the semiconductors and of the generation in which they are at the level of benefits and efficiency. These machines could even achieve 5 Nm chips although more likely that the rhythm of production of reliable chips falls. China is still linked to UVP machines. The new YulianSheng UVP machines are apparently more advanced than those already worked in some Chinese manufacturers. This also limits Chinese innovation capacity, which depends on machines that were bought before Restrictions entered into force. These UVP machines are the ones that for example They are used for Huawei Ascend chips. Sicarrier advances. The YuliangSheng matrix It is none other than Sicarrierwhich was created in 2021 and that began to be known in March. It was then that he showed advanced microchips production machines that rivaled those of Tokyo Electron or Applyed Materials. This company has a project to develop an EUV machine, which has as its name “Monte Everest”. Care, Asml. Until now, Chinese semiconductor manufacturers, like many others worldwide, have depended on the advanced photolithography machines of the Dutch company ASML. The veto for the commercial war between China and the US had notably limited the access of Chinese companies to these machines, which prevented them from competing in equal cnditions. Although there were some options – Shanghai Micro Electronics Equipment also had DUV machines – these were less advanced. And what about EUV machines? Although the project is an important step forward for the Chinese semiconductor industry, there is an even more important leap to the machines of extreme ultraviolet photolithography (UVE), which are those used to produce the most advanced chips of companies such as NVIDIA. At present, ASML cannot sell EUV teams to China, but be careful: the Asian giant He is already working to access this technology. China will continue a step back. Not being able to access EUV machines is still very important to slow down Chinese innovation capacity. TSMC and other companies already They make use of EUV Machines of ASML Able to work with photolithographic nodes of 2 Nm, something that significantly increases the chip density and the efficiency and power of all types of processors, including those used for AI accelerators that sell NVIDIA. In Xataka | This is China’s big problem with chips: Huawei will manufacture its Kirin X90 for PC using the 7 Nm of SMIC

The undisputed winner of the aggressive competition of TSMC, Intel and Samsung is a European company: ASML

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Integrated 2 nm circuits are about to disembark in the market. Users know that nanometers have lost much of their usefulness, and that, in reality, They represent a category of semiconductors. In fact, they no longer faithfully reflect the length of logical doors or other physical parameter, such as the distance between transistors. Each chips manufacturer He manages them with freedomwhich prevents us from directly comparing the lithographs that try to “sell us.” Whatever the important thing is that TSMC, Intel and Samsung are about to engage in a new battle that seeks to capture the maximum possible number of customers for their 2 Nm or comparable line nodes. Whatever happens we can be sure that the great beneficiary of this contest will be The Dutch Company ASML. And it will be because it is the only manufacturer on the planet that produces the equipment of extreme ultraviolet photolithography (UVE) and haute opening that are necessary to go beyond the 2 Nm reaching the optimal performance. Digitimes Asia He has just confirmed that those responsible for the Samsung semiconductors manufacture are weighing the possibility of increasing the number of Uve haute opening machines that will buy at ASML. And, according to this Asian medium, it will do it because it needs to reduce the technological and commercial gap that separates it from TSMC, which leads the chip market with A fee close to 60%. The Uve High Opening machines are still in the test phase, but there are no doubt that they will be the authentic protagonists of the semiconductor industry in 2026 and successive years. ASML Haute Opening Lithography Machography is an engineering prodigy It weighs as much as two Airbus A320 and incorporates more than 100,000 pieces, 3,000 cables, 40,000 bolts, and also more than 2 km of electrical connections. The photolithography team Twinscan Exe: 5000 Designed and manufactured by ASML is the most sophisticated integrated circuit production machine that exists. And also the most expensive. The most up -to -date information we have reflects that only one of these teams costs 350 million euroswhich will surely cause some chips manufacturers think twice Before buying it. ASML plans to deliver to its customers annually from 2025 about 20 Uve Haute Opening teams ASML engineers have invested a decade in the development of the technology necessary to set up this machine, which, in reality, is a team of extreme ultraviolet lithography (UVE) second generation. This company of the Netherlands plans to deliver to its customers annually From 2025 about 20 teams of this type with a purpose: put in their hands the possibility of producing chips of 2 nm and beyond. Interestingly, to develop this machine, ASML engineers have made a very advanced optical architecture that has an opening of 0.55 compared to the 0.33 value that the first -generation UVE lithography equipment has. This refinement of the optics allows to transfer to the wafer patterns of greater resolution, hence it is possible to manufacture chips using more advanced integration technologies than those currently used in the nodes of 3 Nm. However, this is not all. ASML has also improved the mechanical systems that are responsible for the manipulation of wafers with the purpose of making it possible for a single UVE Machine to be able to produce more than 200 wafers per hour. The cover photography of this article allows us to intuit the extreme complexity and sophistication that one of these teams has, which, by the way, would not be possible without the cooperation of other companies, such as the German Zeiss or Cymer, a company of American origin that is currently consolidated within the ASML structure. Somehow this last company Delivery to ASML the raw material that need their photolithography machines. And that raw material is none other than the ultraviolet light that is responsible for transporting the geometric pattern described by the mask so that it can be transferred with great precision to the surface of the Silicon wafer. Image | ASML More information | Digitimes Asia In Xataka | The great covered in the War of Critical Minerals is Tungsten. The US needs it and 83% have it China

It cannot be allowed penalizing with Asml tariffs

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The commercial agreement signed by Donald Trump, the US president, and Ursula von der Leyen, the president of the European Commission, at the end of last week states that the majority of the products imported by the US and manufactured by Europe will have a 15% tariff. However, strategic products will not be subject to any tariff. And the photolithography equipment that designs and manufactures The Dutch Company ASML They have a strategic role for both Europe and the US. “We have agreed to zero tariffs for zero for a series of strategic products,” Clarifies the European Commission statement. “In this agreement all aircraft and their components are included, as well as some chemicals, generic components, semiconductor equipment, agricultural products, natural resources and critical raw materials. And we will continue working to add more products to this list.” The US is a very important market for ASML, so this exemption from tariffs benefits it. Intel, Globalfoundries, Micron Technology, Texas Instruments, Samsung and TSMC are some of its clients in the country led by Donald Trump. These last two companies are not Americans, but They have chips factories in the US. In fact, the exemption of tariffs is so important for these companies as for ASML because the latter is the only company that produces extreme ultraviolet lithography machines (UVE). And they need them in some of their plants to produce avant -garde chips. For Asml your effective monopoly is everything ASML has no competition since its first UVE photolithography team placed on the market. Japanese Canon and Nikon companies, their natural competitors, also tried to develop this machine, but failed in the attempt. The technical and economic resources that were necessary to make it possible were so large that they decided to retire from the struggle with ASML. Free road. Today the most advanced semiconductor manufacturing machines that we can find in the TSMC, Intel, Samsung or SK Hynix plants It produces them ASML. Currently his reign seems imperturbable. Canon has developed a team of nano -impression lithography that it seeks to compete from you to you with the UVE machines of ASML, but for the moment it is not clear that this technology will be able to rival The most advanced team of the Dutch company: the machine of High Opening Photolithography (UVE). Presumably thanks to it they can produce chips of less than 1 nm before this decade expires. The most advanced chips manufacturing machines that we can find in the TSMC, Intel, Samsung or SK Hynix plants produce ASML UVE photolithography equipment is extraordinarily sophisticated. The GPUs for artificial intelligence more advanced from Nvidia; The most powerful soc that Apple or the CPUs with the highest AMD performance are possible thanks to them. Of course, none of these companies make their own chips. They design them, but they are produced by the Taiwanese company TSMC using ASML UVE lithography machines. However, this European Corporation has not developed solo all innovations that have made its most advanced integrated circuit production equipment possible. One of its most important allies is the American company Cymer. This company founded in 1986 specializes in the manufacture of lasers and deep ultraviolet light sources (UVP) and extreme (UVE). It has a very close relationship with ASML for many years; In fact, the role that Cymer manufactures in lithography machines is so relevant than in 2013 ASML bought this company of San Diego with the purpose of investing in it to accelerate the development of the technologies involved in UVE lithography. Anyway, the transport of ultraviolet light from the fountain that produces it to the wafer is only possible thanks to the intervention of the mirrors that the other great ally of ASML designs and manufactures: the German company Zeiss. The role of Zeiss’s optical elements in these lithography equipment is crucial. And it is because they are responsible, leaving aside the most complex details, of moving the UVE light with a wavelength of 13.5 nm from the source that is responsible for its emission to the mask contained in the geometric pattern that is necessary to translate into the silicon wafer. Image | ASML More information | European Commission In Xataka | The US is softening its pressure on China. He has realized that the margin has ended with his maximum rival

The US is throwing blows to China. Many of them are fitting the European chips giant ASML

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ASML It is going well, but it could go much better. This Dutch company is the most important photolithography equipment manufacturer on the planet. And it is because it is the only one that can offer its customers the machines of extreme ultraviolet lithography (UVE) that are necessary to MANUFACTE INTEGRATED VANGUARD CIRCUITS. Even so, during the last three years this company is constantly undergoing all types of fluctuations. In fact, in the last hours his actions They have dropped to 7.1% Due to the threat that the very likely US tariffs represent the importation of foreign lithography equipment. And also to the uncertainty that looms over the growth of ASML In full struggle between China and the USA. Christophe Fouquet, the general director of this company, has the obligation to defend the interests of his company. And currently the tension held by the US and China does not make it easy. The sanctions that They have deployed US and the Netherlands They prevent Asml selling Your most advanced lithography teams To its Chinese clients. And neither can some maintenance and after -sales services services provide. In 2022 the sales of this company in China amounted to 2.9 billion euros, which represented 13.8% of its annual sales. At that time Taiwan was a more important market for Asml than China. However, in 2024 the country led by Xi Jinping was consolidated as The largest market for ASML with total sales of 10.2 billion euros. Asml’s rebellion Christophe Fouquet has removed the growth forecast that he and the board of directors of this company had set by 2026. This movement has contributed, as I mentioned a few lines above, to the fall of ASML’s actions. Anyway, it is understandable that this executive has taken this path: “We continue to observe a growing uncertainty promoted by macroeconomic and geopolitical events,” He has declared Fouquet In a statement. “Although we continue to prepare to grow in 2026, we cannot confirm it yet.” The evolution experienced by the actions of this company supports its prudence. In fact, 33% have fallen during the last year. This behavior is anomalous in a company that not only leads the market of photolithography equipment; In addition, it is the only one that markets UVE machines. At the end of last March Christophe Fouquet declared that he was convinced that the US would continue to put pressure on his partners to even more harden the sanctions that seek to stop the development of the Chinese industry of the integrated circuits. “Although we continue to prepare to grow in 2026, we cannot confirm it yet” However, Fouquet’s statements did not end here. He also defended that Europe “should decide for itself what you want” and “should not be dictated by anyone else.” Otherwise, He warnedleading European companies in strategic technologies, among which are ASML, could consider moving outside the old continent. His tone reflected a certain degree of helplessness, but in practice his company would be very difficult to relocate out of Europe. Anyway one of the figures in which we have repaired a few lines above gives us a very accurate track about how A ASML is dealing with prohibitions from the US and endorsed by the Government of the Netherlands that They could greatly degrade your business. As we have seen, in 2024 China was consolidated as its largest market. This success is because Chinese manufacturers of integrated circuits have bought A ASML many suitable photolithography equipment to produce mature semiconductors. On the other hand, currently TSMC, Intel, Samsung, Globalfoundries, Micron Technology and Sk Hynix are well building new chip manufacturing plants, they are well expanding some of those they have in operation. In any case, they all have something in common: they are buying the UVE and UVP equipment of ASML. And, in addition, TSMC, Intel and Samsung presumably will acquire for the next three years a large number of UVE Machines of Haute Opening. It is evident that even in the complicated current situation It is difficult to lie to ASML. At the moment his business in China endures, and will continue to do it at least until the moment when Chinese manufacturers of lithography equipment have their own UVE machines. Image | ASML More information | SCMP In Xataka | Japan wants to recover leadership as a manufacturer of lithography equipment. And he has a plan to end the Asml monopoly

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