Lace Lithography is Europe’s opportunity to surpass the US and Asia in chip manufacturing. From Barcelona

Lace Lithography is not just another startup. And it is not because it is developing a new photolithography technique that seeks to break down all the barriers that limit the performance of ultraviolet light technology used by the machines manufactured by the Dutch company ASML. And they are used by TSMC, Intel, Samsung, SK Hynix or SMIC, among other semiconductor manufacturers. A priori, the most prudent thing to do when faced with news like this is to adopt a skeptical stance, but Lace’s work deserves to be taken very seriously. Otherwise it would not have the support of Microsoft nor would it have raised $40 million in financing. The founders of this company are the Norwegian physicist Bodil Holst and the Spanish physicist and engineer AdriĆ  Salvador Palau. These two scientists created Lace Lithography in 2023, and although their headquarters reside in Bergen (Norway), an important part of their research and development team operates from Barcelona. Be that as it may, the most important thing is that the strategy that this company has devised to solve the lithography of the next generation of integrated circuits does not resemble nor to ASML technology nor to any other innovation we have heard of so far. The first prototypes are already ready and the test plant will be ready in 2029 The itinerary that Lace Lithography seeks to follow is very ambitious. Its first prototypes, according to Reutersare already prepared, and intends to develop a test tool and a cutting-edge semiconductor manufacturing pilot plant in 2029. In any case, in addition to their plans, we know some details about their technology that are worth investigating. In the integrated circuit manufacturing equipment that ASML designs and produces, ultraviolet light 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. Lace Lithography uses a beam of helium atoms to transfer the pattern described by the chip to the silicon wafer The light used by high-aperture extreme ultraviolet lithography equipment, which is the most advanced machine that ASML has Currently, it belongs to the most energetic portion of the ultraviolet region of the electromagnetic spectrum. In fact, its wavelength extends in the range that goes from 10 to 100 nanometers (nm). The problem is that it is not easy to generate and deal with this form of electromagnetic radiation. And it is not, among other reasons, because it is so energetic that it alters the structure of the physical elements with which it interacts inside the lithography machine. Lace’s technology solves this and other problems that are closely linked to the use of ultraviolet radiation to manufacture chips. And instead of using light, the engineers at this company use a beam of helium atoms to transfer the pattern described by the chip to the silicon wafer. However, the most striking thing is that this beam has the width of a single hydrogen atom (around 0.1 nm), so on paper this solution will make it possible to produce semiconductors ten times smaller than the smallest ones that TSMC, Samsung or Intel are currently manufacturing. “Our technology opens a path that potentially has the ability to expand (chip makers’) agenda, as well as make things possible that otherwise would not have been viable,” Bodil Holst declared. John Petersen, scientific director of lithography at IMEC (Interuniversity Microelectronics Center), the most experienced laboratory in developing new integration and nanotechnology technologies that we have in Europe, maintains that the main advantage of using the helium atom beam is that it allows creating much smaller transistors than the current ones. “They are almost unimaginable,” Petersen pointed out. It sounds really good. Image | Generated by Xataka with Gemini More information | Reuters | Lace Lithography In Xataka | China needs to develop a new type of chips immune to US sanctions. And your scientists have just achieved it

Nvidia has lost 400,000 million in market value. The lace has been given by China Depseek

It is the news of the day. And, perhaps, of the week. The model of artificial intelligence (AI) Open Source Deepseek R1 is causing an earthquake in American technology. And is doing it Due to its open nature. However, your business model is not the only thing that It represents a threat For AI and US semiconductor companies. The most surprising thing is that the infrastructure that Deepseek is relatively modest. To understand with some precision what we are talking about we are interested H100 of Nvidia. The company led by Jensen Huang He is already delivering The first units of his successor, the platform B200as expected, on paper is even more powerful. However, sanctions approved by the US government prevent Nvidia from selling to Your Chinese clients are GPU. Here largely resides the Deepseek rupturist capacity Deepseek’s efficiency and his open nature are convulsing Silicon Valley Chinese companies that are dedicated to developing and training AI models have not been another option to exacerbate ingenuity. We know that many of them continue to buy the most advanced GPUs in NVIDIA through intermediaries and in parallel markets, but possibly they are not doing so in the amounts they need. If we stick to Deepseek according to Financial Times The infrastructure used to train this agglutin model 2,048 chips H800 of Nvidia. And training with 671,000 million parameters has cost 5.6 million dollars. These figures are very restrained. In fact, if they really are reliable, and they seem to be, they would put an unappealable fact on the table: Depseek engineers would have managed to point An extremely competitive AI model with very lower costs than those needed by Openai and Google to develop a model of comparable AI. The H800 GPU is largely responsible for this circumstance. And it is because it was Nvidia’s response to the prohibitions of the administration led by Joe Biden. Nvidia engineers chose to cut the benefits of the H100 GPU with the purpose that the Commerce Department would allow them to sell it in China When the US government prohibited Jensen Huang’s company from giving its Chinese clients its most powerful GPU at that time, the H100 chip, Nvidia engineers chose to cut their benefits with the purpose that the Department of Commerce allowed them to sell it In China. The result was precisely the H800 GPU, which is nothing other than a simplified review, and, therefore, less powerful of the H100 chip. Everything was complicated again on November 16, 2023. And that day the US government approved New sanctions to China that, among other prohibitions, they prevented Nvidia The H800 GPU. Presumably at that time Depseek engineers already had in their hands the H800 chips they needed, although Some analysts defend that, in reality, its infrastructure brings together 50,000 GPU H100 bought through intermediaries. If so, it is evident that the tension held by the US and China would prevent Depseek from recognizing that thousands of illegal chips have in its possession. Whatever the truth is that NVIDIA QuotationMicrosoft, ASML and other large technology companies are falling in a very pronounced way. In fact, the company led by Jensen Huang has lost 400,000 million in market value Given the possibility that Deepseek demonstrates that to put a vanguard IA model, it is not necessary to resort to the most powerful GPUs of NVIDIA or other companies. If this has really been trained only with 2,048 chips H800 OpenAi, Google and other companies will crack. And this industry will give optimization and efficiency the importance they have. We will see what happens finally. Image | Nvidia More information | Financial Times In Xataka | China is closely monitoring the United States movement with Stargate. And your answer has already prepared

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