Consider checking out the Asianometry Patreon ( www.patreon.com/Asianometry ). The Early Access Tier grants access to a bunch of other videos queued up for future release.
Look up Toshiba...they sold milling technology to the USSR in 1987...who used it for weapons technology...these cnc milling machines were developed by the US with Toshiba...similar situation to this...Toshiba was banned from selling in the US any of its products and its corporate leaders were arrested...🤷♂️ corporations need to be careful when trying to play superpower politics...it usually doesn't end well.
I can second what Colin said. I'm only working at ASML for 9 months so far, but it's been an amazing experience. I work in the twinscan factory as a test engineer, great place to be.
@@din-kin thanks but that explanation uses a logical fallacy; that what is true in general must be true in specific. What is needed is a demonstration of the business arrangement specifically describing this use at tsmc, and agreeing receipts from asml
This channel proves how high quality research can carry videos without any editing or any videos, its basically a slideshow with very high quality researched content being narrated at the back.
So basically, in cooking, this would be the scenario: ASML: The one that provided the oven, blender, etc for cooking TSMC: The cook himself that magically turn flour and egg into bread with help of the oven etc. NVIDIA, AMD, etc: The one that make the recipe for TSMC to cook. Silicon wafer supplier, chemical supplier, etc: The one that supplies the cook with flour and eggs. And last but not least, YOU: The one who bought, and (hopefully) enjoy the bread.
And Trumpf is providing the strongest CO2 Laser ever build using Optical Components supplied by Zeiss in cowork with the Fraunhofer Institute. These are all companies and institutes which are the best in their field.
Great video! I worked 5 years at ASML as a mechanical design engineer. Great company with a lot of tech know how. I also worked 2 months for ASML in Taichung doing installs of the NXT1950. I was really impressed by TSMC fabs. They had great food during lunch. Tasted exactly as my mum cooking.
So basically this is technology that is so advanced that it took an international effort to achieve it, like say the ISS. And soon we'll all have it in our everyday devices. We live in amazing times!
The ISS, ITER, the hadron colider, etc, yeah those are some of the most advanced and powerful machines in human history and all of those are huge international efforts
That's what brought me here too. I have an application/resume submitted for a position with TSMC in Phoenix. I gained exposure to ASML through Cymer DUV light sources. I also gained experience at the Intel Ocotillo campus in Chandler.
Thanks for the great report. I live in the Netherlands and have been 'following' ASML for the last few years. I can imagine there will be a lot of political pressure building up after the recent huge order from SMIC. I really like your content, I am half Chinese so I find your videos very interesting with regard to the historical evolution of Asia. Thanks and keep up the great work.
Chang is credited with pioneering the foundry concept, in 1987, when he founded TSMC with backing from the Taiwanese government and Netherlands-based Philips Electronics. For that achievement, Chang will receive the 2011 IEEE Medal of Honor.
Great video. Two of the most important companies currently on this planet imo, so both a no brainer investment. Semiconductors will power the digital revolution in all sectors
Great insightful video! And a nice message at the end to boot. I've been watching a lot of videos in your series and really enjoying them - keep up the great work!
Love that Cake analogy. It all came together for me, when I realized I couldn’t make the delicious cake because I couldn’t lay an egg; I depended on my supply chain - the chicken 🐔
Excellent telling of the story. Thanks. I was wondering where you’d go with it given the title is like asking Ford or Bosch but you tied it together well
The relationship between semiconductor equipment manufacturer and customer is a symbiosis. The EUV technology is jointly developed by ASML and TSMC; like ASML being the production and TSML being the QA. ASML could not produce EUV equipment in a vacuum (no pun intended); the product needs to be honed by iterative feedbacks from TSMC. That is why Intel did not insist on exclusivity and allowed TSMC and Samsung to also be customers. There is both ASML and TSMC IP in the EUV technology. If that were not the case, then EUV equipment would have been off-the-shelf product, and Intel would have already attained 7nm. It's a silly question ASML or TSMC; like Laurel or Hardy? Or Martin or Lewis?
Re: trade wars and patriotism, (as an American) I am honestly happy to see a restoration of China after many many tough years. I hope that they will grow a more progressive and open society so that they can overcome their demographic problems and maintain much of their boom into the future.
I work at ASML headquarters in Veldhoven Netherlands. Its absolutely amazing great work/life balance, amazing facilities and some of the brightest people in the industry.
I find the content of the channel to be awesome. Glad the algorithm recommended it, been binging on it for the last couple of weeks, everything from ASML to a sausage museum in Taiwan. I work as a baker so was pleased that you used the baking analogy. I don't use expensive EUV machines. Do use a machine that was patented maybe 120 years ago. Metallurgy has gotten better so the blades may be harder and thinner but it is the same form factor. State of the art is state of the art.
My second (time lapsed) time to watch this video, and I found there were yet more details to learn. Your videos have brought home to me the worldwide importance of a few key companies. Thank you for the work and for sharing.
Note that ASML would have finished EUV without the co-investment program. The program was started to speed up the development so that ASMLs costumers wouldn't delay on their roadmap. ASMLs DUV platform has been the main finacial driver to the development of EUV. Also note that a lot of the technology in an ASML system is coming from the US: Reticle Stage, Light Source, Alignment sensor, Brion Technologies.
Note.. the investment made by Intel,Samsung and Tsmc was also related to research the 450 mm wafer platform and the feasibility of 450 mm wafer... 400 enigeers worked for almost on that concept. Intel, Samsung and Tsmc pushed very hard for this 450mm wafer stepper.. other waferfab suppliers didnt like the idea at all, due to revenue loss. 450mm wafer would create a lot more chips on to a single wafer. So these suppliers where afraid that they would sell less equipment.. asml didnt mind the idea because the litho steps.. how many time the wafer was exposed on the scanner would stay the same.. Asml stopt the program due to uncertain times in de microchip market and want to speed up Euv. Also note. Intel made a hugh profit when selling the asml shares from the co investment program.
this is a very good example of when NATIONS working together to achieve something incredible - that NO one nation would have achieved by itself. Too costly prohibitive or too complex. The end result is NOTHING short of changing the lives of EVERY HUMAN BEING ON EARTH. If you've ever touched or used a PC!
the scientist mentioned 04:17 is actually called Burn-Jeng Lin. Obviously it is a Chinese name with its phonetic sound. Burn is 本, which means the core. Jeng is 堅, which means strong. So two words together means "a strong core". Pretty amazing I think!
I live in the town where ASM International used to be before it collaborated with Philips to make ASML. Not sure what to make of it. Pretty cool I guess
Part of the reason the US has a standing in banning the export of EUV technology is that the other suppliers involved in the process - Applied Materials/LAM research/Cymer - are all US companies. Without the whole set of tools, the EUV scanner by itself cannot produce wafers.
its a bit in the middle, Cymer is owned by ASML. ASML bought the euv light source from Cymer but they made very little improvement on it. After they bought Cymer ASML started helping the development of the light source and finally made it working. officially the USA can only decide banning export with products over 25% made in the USA. the EUV machine of ASML only contains 16% (that is why the USA is working hard on changing the 25% rule).
ASML does generally not fall under US export restrictions. Originally an export license was issued,. The Americans put pressure on the Dutch government to (temporarily) revoke the license a bizarre interview with the US ambassador Hoekstra made also clear that the US had no real possibility to prevent the deliveries to China other than threatening their US based operation.
Thank you for this video and making commercialisation of this highly complex technology understandable. I hadn't appreciated the US origins of it before and now I understand (even if I don't agree with) the leverage they are applying. Quite why the US thinks this is a zero sum game is anyone's guess. Given the eye-watering costs of building semi-conductor facilities, the intense competition and the extreme business cycle, it will be fascinating to see who are are the ultimate winners
Thanks for your videos!!! I really appreciate the effort you must put into your research and in presenting a balanced and fair presentation of complicated subjects. You should be proud of your wonderful work and effort. Thanks again 😀
Wasn't the deal interupted due to the fact that semiconductor equipment can be considered dual-use goods, meaning that they can be used for commercial, but also military use?
International cooperation at its best. Good to see humans are able to work together for a common goal, whilst also being fierce competitors. There seems to be hope for humanity yet, judging by this vid 👏👏👍
I worked at ASML at the EUV department, and about the nationalism, around 50% of the people working on it are from all over the world, the EU, latin america, asia, from everywhere. Science is an international project. And so is true for leading edge lithography efforts.
The world of science is a completely different theme. It means to have knowledge which is always correct. You're only referring to the world of managing dead, inert nature.
@@rajarsi6438 engineering takes a lot of scientific knowledge. ASML could not build their current machines without great progress on the scientific front. Both science and the things ASML does are very international efforts. Have a good wednesday.
This shows the power of mainland Western Europe + 5 eyes. The productivity per person is so high because of the R&D at the cutting edge for the last few centuries. Although I don't know much about the technological power of New Zealand
Thank you sir. I find it interesting that the technology leaders on this planet seem so sluggish in progressing to a smoother "global" effort from efficient supply chain to final product. But instead we still struggle with the constant bickering of politics and the resulting destabilization of armed conflict. We need to grow up and act like a planet instead of a sphere covered in borders that hinder our progress as a civilization. With that said, even our biggest corporations seem to be leaning to aggressive competition. "The people who can destroy a thing, they control it.” ― Frank Herbert, Dune
An incredible real industrial story. I learned or rediscovered many insights. In particular, industrial success still requires, today, many years of stamina and determination. A far cry from the Start-up Nation pointless concepts.
Interesting perspective. I wish this was the first of the 'Asianometry' videos that the YT algorithms had presented to me, as it provides good context.
Great video with great substance. Thanks for sharing man. I would also add that there are other players in the market like Applied material and Lam research (founded by Chinese immigrant ).
I'm a retired software engineer and was working in the middle of tech in 1980's. It was easy to be in the "middle" of tech back then because it was so small. One area I worked in was CDs and Philips was a player but always seemed lagging and old. Now I happen to see a video about EUV and wow, pretty cool to see how people stuck at it and invented something so remarkable. Same with AMD. They were always the red headed step child and now I hear how dominate they are. So impressive. Makes me almost want to get back to programming but unfortunately software development really hasn't changed from the 1980's. The debate is still which text editor to use. TEXT EDITOR??? We use ASCII art to try and document code. Crazy.
and now, Zeiss makes the mirrors. The 13.5 nanometer wavelength EUV lithography doesn’t use any lenses. I been researching it all weekend ruclips.net/p/PLubug6BndRhg4yuSGGr-W6WUEjjtF_cR8
It's been 2 years but that was brilliant.. This mind bending technology is a global collaboration of brilliant people, making our lives a little better.
Great video that highlights the various parties that contributed to the creation of these wonderful chips. Proud of my country; didn’t realize how important ASML is! :-) Homage to Gilles Holst, the founder of Philips Natlab!
ASML is always expensive unfortunately... A company whose stock always trades at a premium. Best thing you can do is look long-term, bite the bullet or wait for a tiny pullback, it's the best one can do.. (or wait for a market crash or a global chip oversupply).
This will be interesting but why should we compare a fundry to a tech designer and builder ? There are both part of the eco system,one is the arms dealer and the other one is the consumer. its not only ASML,its ASML and ZEISS. Neverthless it will be very interesting. I own alot of shares on both sides and i support both companies but ASML and ZEISS are the h20 and oxygen of the ecosystem.
I think successes are only a part of the story of how accomplishments came to be; the often forgotten part is the failures. The scientific and business endeavours that attempted working in the same goal field effectively pruned the field of approaches until the most viable ones remained, where a prediction wasn't possible, so even when they failed, they contributed to the end goal.
Is the idea of immersion lithography so wacky and inspired? Using fluid immersion to increase the refractive power of Hi-mag objective lenses is as old as the compound microscope - more than 100 years! As an early 70s med. student, I was using oil immersion microscopy to look at tissue samples. Immersion in optics is NOT new even if immersion lithography is.
EUV is critical to the planned obsolescence of semiconductors and the products produced with them. If the chips don’t get faster - we keep using them as we are. Our systems run great under linux, old hardware keeps chugging along great - few parts ever need to be replaced, the CPU is a part with a 20 year life-span. Mobile devices will still have software bloat and built in batteries to keep the sales going, but the workstation and server market would dry up really quick
Great job! I was wondering your background...can’t think about any guy capable to know all theses information and also having time fooling around to be an RUclipsr
from my point of view - what is most critical for EUV are the optics. Not only have these to be precise to the sub-nanometer level, but also higly impact the energy transmission and hence throughput, and stability (absorption causes thermal issues). Optics have been developed in Europe. I wouldn't agree in giving this credit to the U.S. The source has been developed in the US, but until ASML bought Cymer it was a big struggle.
one cannot compare products arranged in series like asml and tsmc or tsmc and nvidia comparisons can only be made between parallel products like tsmc and intel or asml and amat
what is the role of fibre optics temperature sensor and position sensor in semiconductor manufacturing? does ASML have those technologies in their machines?
Consider checking out the Asianometry Patreon ( www.patreon.com/Asianometry ). The Early Access Tier grants access to a bunch of other videos queued up for future release.
*Removed by the Chinese government
@obimk1 Infineon is also mentioned on his overview. Infineon is the only chip manufacturer from/ in Germany.
‘
Look up Toshiba...they sold milling technology to the USSR in 1987...who used it for weapons technology...these cnc milling machines were developed by the US with Toshiba...similar situation to this...Toshiba was banned from selling in the US any of its products and its corporate leaders were arrested...🤷♂️ corporations need to be careful when trying to play superpower politics...it usually doesn't end well.
Is the asml export ban the reson why i cannot buy Rasp* PI Zero 2 W?
I work here at ASML in logistics as a team lead. It's an amazing place to make a career and the technology here is incredible
You guys do modern day witchcraft lmao
I can second what Colin said. I'm only working at ASML for 9 months so far, but it's been an amazing experience. I work in the twinscan factory as a test engineer, great place to be.
glad that one of a company that shape the future
Do you actually supply anything critical to tsmc? I thought you did for Intel not tsmc. Not really trusting this video
@@din-kin thanks but that explanation uses a logical fallacy; that what is true in general must be true in specific. What is needed is a demonstration of the business arrangement specifically describing this use at tsmc, and agreeing receipts from asml
This channel proves how high quality research can carry videos without any editing or any videos, its basically a slideshow with very high quality researched content being narrated at the back.
true
That's because it's all about information and knowledge. People who seek that will not care about flashy editing. We are a minority, unfortunately.
@@TheNefastor oh how persecuted you are. ffs.
@@darwinwins how do you leap from "we're a minority" to "we're persecuted" ? I'm a minority in the same sense the "top 1%" are a minority 🤣
ie lecture
So basically, in cooking, this would be the scenario:
ASML: The one that provided the oven, blender, etc for cooking
TSMC: The cook himself that magically turn flour and egg into bread with help of the oven etc.
NVIDIA, AMD, etc: The one that make the recipe for TSMC to cook.
Silicon wafer supplier, chemical supplier, etc: The one that supplies the cook with flour and eggs.
And last but not least, YOU: The one who bought, and (hopefully) enjoy the bread.
US: Golden Ramsey who shouts are you fucking kidding me?
but seriously I am not kidding, nothing can happen without US giving the OK.
Yes and then you have Apple, HP, Dell, Sony etc. Who turn the bread into really nice burgers, doners and sandwiches for us to eat 😁
very vivid explanation! like it.
And Trumpf is providing the strongest CO2 Laser ever build using Optical Components supplied by Zeiss in cowork with the Fraunhofer Institute. These are all companies and institutes which are the best in their field.
And China is the one try to steal the recipe , Hijack the oven maker and kill the chef to make their own bread !
Great job! I covered ASML/Cymer in the late 90s and TSMC for the last 15 years. This was a solid report!
Great video! I worked 5 years at ASML as a mechanical design engineer. Great company with a lot of tech know how. I also worked 2 months for ASML in Taichung doing installs of the NXT1950. I was really impressed by TSMC fabs. They had great food during lunch. Tasted exactly as my mum cooking.
So basically this is technology that is so advanced that it took an international effort to achieve it, like say the ISS. And soon we'll all have it in our everyday devices. We live in amazing times!
The ISS, ITER, the hadron colider, etc, yeah those are some of the most advanced and powerful machines in human history and all of those are huge international efforts
No better way to prep for an interview with TSMC than watching your videos!
That's what brought me here too. I have an application/resume submitted for a position with TSMC in Phoenix. I gained exposure to ASML through Cymer DUV light sources. I also gained experience at the Intel Ocotillo campus in Chandler.
Did you get the job?
@@shawnbegay4966 Did you get the job?
Thanks for the great report. I live in the Netherlands and have been 'following' ASML for the last few years. I can imagine there will be a lot of political pressure building up after the recent huge order from SMIC. I really like your content, I am half Chinese so I find your videos very interesting with regard to the historical evolution of Asia. Thanks and keep up the great work.
Most people did not know ASML need TSMC's feedback to improve it's EUV.
Both companies need each other.
Damn Asml headquarters is like 2km away from me. Interesting what someone else thinks of the company.
Its soaring up and win over the Japanese manufacturers just because US has patronaged them. I've just known.
I work here at ASML in production planning logistics. It's an amazing place to make a career
@@The2006Scaper how much you get paid??
@@zenova9926 you should ask him what requirement to get hire, payment is last thing I think off with such amazing company
How well known are they around the area?
Chang is credited with pioneering the foundry concept, in 1987, when he founded TSMC with backing from the Taiwanese government and Netherlands-based Philips Electronics. For that achievement, Chang will receive the 2011 IEEE Medal of Honor.
Great video. Two of the most important companies currently on this planet imo, so both a no brainer investment. Semiconductors will power the digital revolution in all sectors
Great insightful video! And a nice message at the end to boot. I've been watching a lot of videos in your series and really enjoying them - keep up the great work!
Love that Cake analogy. It all came together for me, when I realized I couldn’t make the delicious cake because I couldn’t lay an egg; I depended on my supply chain - the chicken 🐔
Very well detailed and interesting presentation. Thanks for the effort
Excellent telling of the story. Thanks. I was wondering where you’d go with it given the title is like asking Ford or Bosch but you tied it together well
The relationship between semiconductor equipment manufacturer and customer is a symbiosis.
The EUV technology is jointly developed by ASML and TSMC; like ASML being the production and TSML being the QA.
ASML could not produce EUV equipment in a vacuum (no pun intended); the product needs to be honed by iterative feedbacks from TSMC.
That is why Intel did not insist on exclusivity and allowed TSMC and Samsung to also be customers.
There is both ASML and TSMC IP in the EUV technology.
If that were not the case, then EUV equipment would have been off-the-shelf product, and Intel would have already attained 7nm.
It's a silly question ASML or TSMC; like Laurel or Hardy? Or Martin or Lewis?
Netherland ASML sit on it's nearest foundry, Global foundry in Dresden Germany. But one who make it most effective become Taiwan TSMC.
Speaking from Holland, this video could be about "this rather obscure company" TSMC :D
I've heard a lot about ASML recently because of news items about them being prohibited from selling to Chinese chipmakers.
Re: trade wars and patriotism, (as an American) I am honestly happy to see a restoration of China after many many tough years. I hope that they will grow a more progressive and open society so that they can overcome their demographic problems and maintain much of their boom into the future.
I work at ASML headquarters in Veldhoven Netherlands. Its absolutely amazing great work/life balance, amazing facilities and some of the brightest people in the industry.
Uuh, quality content! The algorithm has dug up something useful for once.
this made me laugh, thank you
4:49 For those interested video is titled "TSMC is more than just Taiwan", direct link below
Direct link: ruclips.net/video/nCnF-i1XDiU/видео.html
I find the content of the channel to be awesome. Glad the algorithm recommended it, been binging on it for the last couple of weeks, everything from ASML to a sausage museum in Taiwan. I work as a baker so was pleased that you used the baking analogy. I don't use expensive EUV machines. Do use a machine that was patented maybe 120 years ago. Metallurgy has gotten better so the blades may be harder and thinner but it is the same form factor. State of the art is state of the art.
High quality deep research and well articulated. Clears the fog of sovereignty in US trade actions. Keep up the good work.
My second (time lapsed) time to watch this video, and I found there were yet more details to learn. Your videos have brought home to me the worldwide importance of a few key companies. Thank you for the work and for sharing.
4:20... The most love ever given to a scientist. :)
I think you make some of the best, most informative videos on RUclips. Thank you very much for posting these.
Note that ASML would have finished EUV without the co-investment program. The program was started to speed up the development so that ASMLs costumers wouldn't delay on their roadmap. ASMLs DUV platform has been the main finacial driver to the development of EUV.
Also note that a lot of the technology in an ASML system is coming from the US: Reticle Stage, Light Source, Alignment sensor, Brion Technologies.
what i don't get is : if so much deep E-UV comes from America, WHY can't iNtel get beyond 14 nm ?
Note.. the investment made by Intel,Samsung and Tsmc was also related to research the 450 mm wafer platform and the feasibility of 450 mm wafer... 400 enigeers worked for almost on that concept. Intel, Samsung and Tsmc pushed very hard for this 450mm wafer stepper.. other waferfab suppliers didnt like the idea at all, due to revenue loss. 450mm wafer would create a lot more chips on to a single wafer. So these suppliers where afraid that they would sell less equipment.. asml didnt mind the idea because the litho steps.. how many time the wafer was exposed on the scanner would stay the same..
Asml stopt the program due to uncertain times in de microchip market and want to speed up Euv.
Also note.
Intel made a hugh profit when selling the asml shares from the co investment program.
@@larslala7752 correct
This channel is a treasure, thanks RUclips
Astonishing video!!RUclips recommended me this channel!!!
The analogy at the end is really good and funny lol
Without ASML, I wouldn’t enjoy my electronics (5800x, 3080, iPad, pixel 5) so thank you for 30 years of EUV hard work
this is a very good example of when NATIONS working together to achieve something incredible - that NO one nation would have achieved by itself. Too costly prohibitive or too complex. The end result is NOTHING short of changing the lives of EVERY HUMAN BEING ON EARTH. If you've ever touched or used a PC!
It isn't right that one of the partners somehow has greater say and can dictate to the other partners.
The bottle line is piece of cake 😁
Anyway, thank for the amazing video. 👍👍👍
Wonderful video! Your videos are niche ! Can you please talk about US semiconductor suppliers such as Applied materials, LKA and Lam research ?
next do a video How TSMC beat Intel whilst using the same basic ASML equipment.
the scientist mentioned 04:17 is actually called Burn-Jeng Lin. Obviously it is a Chinese name with its phonetic sound.
Burn is 本, which means the core. Jeng is 堅, which means strong. So two words together means "a strong core". Pretty amazing I think!
Or Philips ? Philips is the original investor founder of Both companies pcworld article 149795
I think it really shows how connected our manufacturing and economies have become.
And also how dependent we are on each part of the chain.
I like the commentary. Nice and dry and well delivered.
Great history review! thx!
I live in the town where ASM International used to be before it collaborated with Philips to make ASML. Not sure what to make of it. Pretty cool I guess
I’d love to visit someday.
i just wanna know what the heck the splitting-forking history between Philips-ASM-ASML is ! (and what is the diff between ASM & ASML now ?)
@@qedqubit ASM is for diffusion which is not so critical like lithography (ASML), ASM makes oven, asml makes space ship laser weapon
@@springrollwang4441 Thanks for clearing that up 😃 !
Part of the reason the US has a standing in banning the export of EUV technology is that the other suppliers involved in the process - Applied Materials/LAM research/Cymer - are all US companies. Without the whole set of tools, the EUV scanner by itself cannot produce wafers.
its a bit in the middle, Cymer is owned by ASML. ASML bought the euv light source from Cymer but they made very little improvement on it. After they bought Cymer ASML started helping the development of the light source and finally made it working. officially the USA can only decide banning export with products over 25% made in the USA. the EUV machine of ASML only contains 16% (that is why the USA is working hard on changing the 25% rule).
And many other parts involved in the process are from other countries. Do they have also "banning rights"?
@@carlosbah4623 the USA actually believes they have the single right. if you ban an export product that they need get ready for sactions
Great video, you cleared up the questions I had about that technology band against China.
that was a thoughtful coverage of a complicated topic. Well done. I thoroughly enjoy your content.
I'm invested in ASML, NVIDIA and AMD!
RISC v ftw. Might want to add Apple to that list.
ASML does generally not fall under US export restrictions. Originally an export license was issued,. The Americans put pressure on the Dutch government to (temporarily) revoke the license a bizarre interview with the US ambassador Hoekstra made also clear that the US had no real possibility to prevent the deliveries to China other than threatening their US based operation.
I’m curious about your first claim. Why does ASML not fall under us export restrictions?
Germarica gave the correct answer
Thank you for this video and making commercialisation of this highly complex technology understandable. I hadn't appreciated the US origins of it before and now I understand (even if I don't agree with) the leverage they are applying. Quite why the US thinks this is a zero sum game is anyone's guess. Given the eye-watering costs of building semi-conductor facilities, the intense competition and the extreme business cycle, it will be fascinating to see who are are the ultimate winners
Thanks for your videos!!!
I really appreciate the effort you must put into your research and in presenting a balanced and fair presentation of complicated subjects.
You should be proud of your wonderful work and effort.
Thanks again 😀
Wasn't the deal interupted due to the fact that semiconductor equipment can be considered dual-use goods, meaning that they can be used for commercial, but also military use?
Just like you said, both companies are equally as important. Love your content man
International cooperation at its best.
Good to see humans are able to work together for a common goal, whilst also being fierce competitors.
There seems to be hope for humanity yet, judging by this vid 👏👏👍
I worked at ASML at the EUV department, and about the nationalism, around 50% of the people working on it are from all over the world, the EU, latin america, asia, from everywhere. Science is an international project. And so is true for leading edge lithography efforts.
The world of science is a completely different theme. It means to have knowledge which is always correct. You're only referring to the world of managing dead, inert nature.
@@rajarsi6438 engineering takes a lot of scientific knowledge. ASML could not build their current machines without great progress on the scientific front. Both science and the things ASML does are very international efforts. Have a good wednesday.
@@DavidvanDeijk Well, you're simply wrong. You live in the world of entropy, about science you haven't got a clue.
This shows the power of mainland Western Europe + 5 eyes. The productivity per person is so high because of the R&D at the cutting edge for the last few centuries.
Although I don't know much about the technological power of New Zealand
Thank you sir. I find it interesting that the technology leaders on this planet seem so sluggish in progressing to a smoother "global" effort from efficient supply chain to final product. But instead we still struggle with the constant bickering of politics and the resulting destabilization of armed conflict. We need to grow up and act like a planet instead of a sphere covered in borders that hinder our progress as a civilization. With that said, even our biggest corporations seem to be leaning to aggressive competition. "The people who can destroy a thing, they control it.”
― Frank Herbert, Dune
I have never heard of ASML but I know of ASM Pacific. maybe you can do a video about them too?
ASM pacific is part of ASM International (one of the ASML founders)
Your video is underrated
thank you for making this
An incredible real industrial story. I learned or rediscovered many insights. In particular, industrial success still requires, today, many years of stamina and determination.
A far cry from the Start-up Nation pointless concepts.
Interesting perspective. I wish this was the first of the 'Asianometry' videos that the YT algorithms had presented to me, as it provides good context.
Great video with great substance. Thanks for sharing man. I would also add that there are other players in the market like Applied material and Lam research (founded by Chinese immigrant ).
I hopefully can do videos for those as well. Thanks for watching
Damn this is some very technical-sounding ASMR
...oh wait
What about Zeiss or Trumpf? They also seem to play a major part in the development
I'm a retired software engineer and was working in the middle of tech in 1980's. It was easy to be in the "middle" of tech back then because it was so small. One area I worked in was CDs and Philips was a player but always seemed lagging and old. Now I happen to see a video about EUV and wow, pretty cool to see how people stuck at it and invented something so remarkable. Same with AMD. They were always the red headed step child and now I hear how dominate they are. So impressive. Makes me almost want to get back to programming but unfortunately software development really hasn't changed from the 1980's. The debate is still which text editor to use. TEXT EDITOR??? We use ASCII art to try and document code. Crazy.
Seem you forgot to mention Carl Zeiss, the company who make optical lens for ASML.
and now, Zeiss makes the mirrors. The 13.5 nanometer wavelength EUV lithography doesn’t use any lenses. I been researching it all weekend ruclips.net/p/PLubug6BndRhg4yuSGGr-W6WUEjjtF_cR8
Excellent reporting and analysis, thanks!
It's been 2 years but that was brilliant.. This mind bending technology is a global collaboration of brilliant people, making our lives a little better.
Excellent work. Witty commentary. Love it!
Great content, and I love your blog too. Subscribed to this channel and also your newsletter!
wow was thinking this. Thanks for content.
Thank you for making this video. You have brought me into a better perspective of understanding the forces at play here.
the analogy at the end. lol
Great video that highlights the various parties that contributed to the creation of these wonderful chips. Proud of my country; didn’t realize how important ASML is! :-) Homage to Gilles Holst, the founder of Philips Natlab!
Amazing videos dude.. keep doing it
I went to see the ASML price and it seems you jinxed it with your video 😂.
Very nice video btw.
ASML is always expensive unfortunately... A company whose stock always trades at a premium. Best thing you can do is look long-term, bite the bullet or wait for a tiny pullback, it's the best one can do.. (or wait for a market crash or a global chip oversupply).
This will be interesting but why should we compare a fundry to a tech designer and builder ?
There are both part of the eco system,one is the arms dealer and the other one is the consumer.
its not only ASML,its ASML and ZEISS.
Neverthless it will be very interesting.
I own alot of shares on both sides and i support both companies but ASML and ZEISS are the h20 and oxygen of the ecosystem.
Finally a good video on why TSMC has its lead. The question is, why doesn't Intel have this yet? Did they choose not to retool while TSMC did?
I wasn’t sure if it’s as the chicken or the egg so I bought shares in both 🐣
How cute.
That was a really nice video!
I think successes are only a part of the story of how accomplishments came to be; the often forgotten part is the failures. The scientific and business endeavours that attempted working in the same goal field effectively pruned the field of approaches until the most viable ones remained, where a prediction wasn't possible, so even when they failed, they contributed to the end goal.
What an excellent video! thank you for sharing the knowledge
Is the idea of immersion lithography so wacky and inspired? Using fluid immersion to increase the refractive power of Hi-mag objective lenses is as old as the compound microscope - more than 100 years! As an early 70s med. student, I was using oil immersion microscopy to look at tissue samples. Immersion in optics is NOT new even if immersion lithography is.
EUV is critical to the planned obsolescence of semiconductors and the products produced with them.
If the chips don’t get faster - we keep using them as we are. Our systems run great under linux, old hardware keeps chugging along great - few parts ever need to be replaced, the CPU is a part with a 20 year life-span.
Mobile devices will still have software bloat and built in batteries to keep the sales going, but the workstation and server market would dry up really quick
This perspective DESPERATELY needs more amplification! There is lots of value yet in older silicon!
Great job! I was wondering your background...can’t think about any guy capable to know all theses information and also having time fooling around to be an RUclipsr
He did say he was a financial analyst before. I think he just has an interest in a wide array of issues.
from my point of view - what is most critical for EUV are the optics. Not only have these to be precise to the sub-nanometer level, but also higly impact the energy transmission and hence throughput, and stability (absorption causes thermal issues). Optics have been developed in Europe. I wouldn't agree in giving this credit to the U.S.
The source has been developed in the US, but until ASML bought Cymer it was a big struggle.
Watches that video about semionductors... and now I wanna have a cake...
Will EUV LLC receive royalties forever? Or does it have a certain period where royalties end?
Patents do not last forever. After that, they become public domain.
It had a 30 year lifespan.
Great video very clear and to the point
ASML and Zeiss remember that these crazy high tech machines use lenses still.
Edit: Cerebras Systems maybe next?
It took us a while to go from neolithic stone knife to making nano scale chips...
Another excellent video.
"They swung at the right... pitch."
ASML is our Dutch pride, however its still unknown to most of the Dutch
In this field it's winner takes all. Now there are only three serious players left. TSMC, Samsung, Intel(maybe ).
Is there anything about the Dutch as a people that has influenced the making of ASML?
one cannot compare products arranged in series like asml and tsmc or tsmc and nvidia
comparisons can only be made between parallel products like tsmc and intel or asml and amat
what is the role of fibre optics temperature sensor and position sensor in semiconductor manufacturing? does ASML have those technologies in their machines?
Amazing video!