How ASML Builds a $150 Million EUV Machine
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- Опубликовано: 21 май 2024
- ASML is a critical supplier of semiconductor lithography machinery for foundries like Intel and TSMC. In my video discussing TSMC's $28 billion capital expenditure, I briefly discussed their situation. Their CEO said in an earnings call that they can make 50 high-end EUV lithography machines a year. That's it. Without those machines, the foundries cannot churn out more 5nm chips.
So why not make more of these machines? ASML itself has thousands of suppliers making parts that end up into its machines. Coordinating and integrating all of these parts together into a single smooth-running machine is immensely challenging.
In this brief video, we will continue our deep dive into ASML and look at how the company puts together centi-million dollar lithography machines for multi-billion dollar semiconductor companies. And how EUV makes it so much harder.
Bookmarks
1:35 The Supplier Network
3:16 Why Outsource?
5:25 Process Steps
7:45 Servicing a Machine
9:03 Chain Management Challenges
10:42 EUV
13:35 Conclusion
Links:
- The Asianometry Newsletter: asianometry.com
- Patreon: / asianometry
If you enjoyed this video, like it and subscribe. It makes me feel better. If you want to watch more videos on semi and tech issues, check out my Global Semiconductor Issues playlist: ruclips.net/p/PLKtxx9TnH76QEYXdJx6KyycNGHePJQwWW
China is watching this video and plotting how to steal the technology. LOL.
@@h.a.6790 and then?
Nice video. I feel like it was a little short when you got to the pellicule I was wondering what was done differently to use pellicules again. Also, the way you wrote the script was extremely clear and easy to follow, ty. I feel like with enough deep research this can become very technical very quickly 😅🙃
@@sonnyfung5135 honestly, I was left on a cliff hanger when he ended on the pellicules and back tracking about the cleanliness standards I was kind left wondering what next. And the cleanliness standrads blew blew my mind, humankind is pretty amazing man.
ASML is the most important company most people have never heard of
Truth..
Most important supplier in the chip industry
Most people would not know unless they're in the semiconductor industry.
Bless the Dutch. I swear the world would not turn without them. Thanks from America lol
indeed.
@@giz02 supplier of manufacturing equipment used in the chip industry
I am a employee of ASML at Wilton Connecticut .Happy and proud to see this video
As a specialized supplier we also helped ASML develop its in house capabilities for similar processing. It was amazing how they would defer to us, yet still demand perfection. They were very willing to pay well for what they got.
I don’t mind demanding for perfection if people
Put up the money to get it, but I hate when people pay peanuts and expect gold
@@clothesclothes777 that makes all the difference.
ASML is notorious for its treatment of their suppliers. Very professional, but also hard to deal with.
Anecdote I got from someone who deals with a supplier of a part. The part broke in production and had a high defect rate. The supplier said ASML must be using the part out of spec. The ASML engineer did their work for them and tested everything, to how much load it gets typically and in worst case scenario. All within spec.
He went to the manufacturer to see how it was manufactured, had a LOT of remarks on how to improve their process and they're starting to tackle those remarks one by one, improving the part.
They work with you, but I know other stories of companies that were outright dropped overnight, because they dropped the ball one too many times.
@@nextlifeonearth Can confirm. ASML can be more than a handful to deal with (more like 2 armfuls sometimes if things go wrong). I'm convinced (though I'm an engineer, not a manager) that as long as a supplier keeps working with ASML they'll help the supplier as much as they can to sort out any problems. Definitely loads of very smart people with very wide range of expertise available at ASML. Tempers get very short however if no assistance or willingness to work the problem is perceived. Especially if other suppliers are available.
@@clothesclothes777 Which is about everyone who wants a new computer, performance demand 2160p, 100 FPS. Budget : 1000 Euro / Dollar and then get angry when I say that that is not possible.
Or tell me that it should be possible to have a top performance out of their new computer at a budget of 1800 and then get angry when I put an i5 in there instead of the i7 or i9.
I CAN put an i7, but to stay within the budget, I then need to drop the graphics card down a few levels or the amount of RAM gets to 8GB and storage to 500GB.
My own new system (May 2023 €2500) has the i5 13600K, RTX 4070, 64GB RAM and 21 TB storage. I agree that is the other end, RAM and Storage wise, but some customers want it all for a silly budget, as you say 'pay peanuts, expect gold'.
My family works in a vacuum pump manufacturer that is one of the ASML suppliers (though it is a small customer compared to TSMC and Samsung who buy high end vacuum pumps by the thousands).
An aspect that hasn't been mentionned is export restrictions of components. For example, vacuum pumps are used in nuclear enrichment and Singapore is on the black list since pumps sold to a fab in Singapore were found by UN inspectors in Iran enrichment facilities.
Since then, only a handful of large companies are allowed to buy high end vacuum equipment.
I'm sure EUV lithography machines are full of restricted components also used in military equipments.
Not just military use but chinese use. Many components cannot be sold to nations or companies that are pro china, as the US seeks to deny China the ability to create its own EUV machine. ASML was prevented from selling EUV machines to China.
All chips can be classified as military products, because they can be used for military equipment. In fact they probably have been invented to allow for development of the ballistic rockets in the 60-70s.
so what
A friend of mine worked for ASML. He designed a certain part in the process - but the working conditions were crazy.
He would get detailed outlines of the parts he must connect to - but what he doesnt need to know is just a black box. And if the connecting parts to his design would change, he would have to redesign his own piece of the puzzle.
This means that such machines are in constant design where one change sends shock waves throughout other pieces - until someone decides to stop the process. Final changes move down the chain and the machine is declared finished.
Small correction. There are no lenses in the EUV machine (or well, not for the EUV part), Zeiss makes the mirrors for ASML. Those mirrors cost a million per pop.
And the main reason ASML's clients have different results is not necessarily because the machines are different, but because ASML merely makes the tools. Samsung, Intel, TSMC etc. need to develop their own recipe how to use that machine. What chemicals to use, what materials to make the masks out of, how long to expose, what feed rate to use etc. is not provided by AMSL. They have to figure that out themselves.
The maglev sleigh that houses the wafer is nanometre precise and besides that all exposure, maximum feed rate and emitter brightness are comparable enough that it's a non-factor over the other factors, the recipe.
It's completely insane how much of the world economy is dependent on so few companies
at this moment it is not really at a dependency level. High end chips and supercomputers are not needed by everybody and everywhere. So the world can be just fine with twice as little chips and iphones or some
why ? you got what they need .and if everybody has it ... nobody care about it .
Who by necessity closely coordinate with each other...sounds a lot like a planned economy
Out of 8 billion humans, a very miniscule proportion is powering is ahead - their contribution is God like
Capitalism in play
@@-Muhammad_Ali- Very well said. There is no need to buy new iphone every 12 months or so, but go figure
I work in a outsourced supplier in the automotive sector. Specifically, a stamping plant manufacturing seat belt components. As I've learned about the way the automotive industry works, I see large parallels between how auto manufacturers work and how ASML works. You also did an excellent job in clearly communicating that structure without using diagrams or anything. It's quite fascinating to get all these details.
Yes I worked at an auto conveyor mfg. Similar market structure, 4 main companies. Integrating parts from many suppliers, fabricating our own, and then making it all work in the field. But that's cave man tech compared to ASML 😂
well try to get a visit at ASML in Veldhoven (NL) to see it in real . I did that 3 time 27 years ago in that time they are 2 x faster better then Scania in Zwolle ( NL )
They are machine builders.
Maybe a video about Zeiss could be interesting as well.
ASML youtube site has a lot of Videos with Zeiss in them.
Yes Zeis is top.
Coming next week.
I used to work for a precision equipment manufacturer that made parts for ASML as well as other huge organizations and companies. I can confirm ASML is a huge portion of that companies bottom line. They actually used intricately cut granite and lapped the important surfaces to within millionths of an inch. These stone components are basically used as the foundation or frame on which all the sensitive equipment will be mounted. Working at that small scale requires climate controlled factories, and high level clean rooms too.
Edit: forgot to say the company was Starrett Tru Stone Technologies Division. I worked as an entry level product finisher before doing some side projects for QC before moving on to another place.
One big customer - somewhat risky
Fascinating. Very interesting to hear the stories of ASML suppliers. In fact that would be a very interesting video for this channel to make!!
Wow, this is the best analysis of ASML. I've seen on RUclips! Keep up the fantastic work!!
It would seem that ASML is probably the single biggest weapon used in the new "Cold War" against China. I wonder how quickly China will be able to meet this challenge. I am so grateful to you in bringing me up to speed on Taiwan, China, Singapore, and the current state of the global semiconductor industry. You are probably my favorite RUclips channel as I have become a student of the so called "China miracle" and the recent escalation of the cold war with China. I hope the RUclips algorithms will bless you with the millions of subscribers you so rightly deserve.
The CHINA MIRACLE IS A BIG LIE.
Bro get a room.
As the narrator in the video said, sometimes technology advances by bounds, not progressively. That's what he called"revolution" instead of"evolution".
China may suddenly leap frog EUV and come up with something entirely new...and better. Fingers crossed.
@@faustin289 fingers crossed? It would be terrible for global security if that were to happen
@@faustin289 That will require systematic change within CCP 1st ... Keep crossing your fingers thou
It's incredible how comfortable world is in putting so many eggs in the baskets of ASML and TSMC
Yeah, let's build a few companies that can do the same thing so that we don't depend on them anymore.
Find the capital to do so, that’s why the competition is also an owner
I often marvel at the insane amount of engineering like this. The mind boggling thing is that, for example, the enormously complicated projection system can be decomposed to very simple math and physics model, a.k.a a few thin lenses and integral equations. But in reality, this takes billions of dollars and the crazy engineering efforts
well it can but also cant, math doesnt account the enviroment. they have to stabilize the very ground they build these machines on. a tiny unnoticeable shockwave in the earth can disrupt the whole process.
@@STARCRAFT2OWNER true! Modeling vs. real world = 1000000000000000 miles difference
Netherlands has a long culture on optical tech. Look, for instance Baruch Spinoza, a scientist and a thinker that contributed immensely for optical tech and philosophy.
Well ASML is of course extremely important for their own lithography machine. But if we strictly speak about optics their partner Zeiss does the heavy lifting there.
@@MegaWeitzel European chain supply working in its integralist regionalization.
@@MegaWeitzel ASML buys 24.9% stock of ZEISS subsidiary Carl Zeiss SMT at november 3, 2016
Well, the Dutch should be, they are the godfathers of optics. en.wikipedia.org/wiki/Zacharias_Janssen
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Nice video! As an ASML factory NXE Fassy employee i gotta say this info is pretty accurate, though somewhat dated. This machine is insanely complex and challenging to build. The numbers on these machines are insane, price, number of parts etc.
Fun fact for you all. The tin droplet is shot with a laser to flatten it, then shot again as in the video. Only this happen not a couple of times...but 50.000 times.....a second..
"50.000 times.....a second" how outstanding feat that is, isn't it? Your mind blows just imagining such numbers
That’s Insane!
As someone who works in the semiconductor supply train, well done. We all deal with this exact same scenario everyday. We're the people behind the people behind the scenes, it's a lot of work, and challenging schedules, but it's fun work.
ASML is really from another level and has the monopoly in this industry
It's not just ASML. This machine comes primarily from Trumpf and Zeiss, both from Germany - ASML just puts its sticker on it ;)
@@TheCarmacon If you could see how ASML develops metrology to make all components work in sub nanometer level, you would not say that ASML just puts sticker on it
@@TheCarmacon Where would Thrupf and Zeiss be without ASML....???
@@peterdevalk7929 Well, they have been here for a long time and leading in the tech they make and will do so even without ASML. ASML chooses their parts because they are the best.
@@vito_pscaletta_d2332 of course it was exaggerated. Nevertheless I know what I'm talking about after >10 years in the industry as a mems engineer to make this judgement.
I built my own for a fraction of the cost, using parts from an old tanning salon bed, hundreds of magnifying glaases, and various parts from Aliexpress.
This was written by the CCP
@@Einhauser Dammit, what gave us away?! The voices in your head? ;-)
hmm, deleted his comment; boo! For posterity I shall copy/paste the remark (which YT wisely does not delete from my notifications):
Einhauser 2 days ago
This was written by the CCP
@@PartTimeLaowai comment still showing for me, I thought I was hilarious so not deleting anything 😂
@Einhauser Try this:
step 1: try to find your 2 comments from a different device/account (or just log out)
step 2: observe that your comments are gone
step 3: google "shadow banned" if you're still confused :wink:
All the best from Comrade PartTimeLaowai!
ASML's EUV is easily one of the greatest, if not the greatest, technical achievement, ever.
CERN, the ISS and ASML walk into a bar...
Landing people on the moon was pretty cool too
Yup, it ranks up with the SR-71
When I first realized ASML business I understood that companies like Intel is just "derevative" second order companies completely dependent from bleeding edge physical technology.
Intel is still relying on their 14nm machines an labels it 10nm++++. They did not make the change to euv jet. As far as i know.
It's like assembling ten mini particle accelerator per year, what a feat!
Look into ion implantation tools. They are mini particle accelerators
The suppliers to ASML also have suppliers and those suppliers also have suppliers. Depending on which supplier in the chain has a disruption the faster the production at ASML gets affected. This is modern manufacturing for basically everything. Quality certification standards need to be followed in order to retain their certification from different organizations, losing certification means losing business/contracts and is very hard to get back if lost.
I was about to type "ASML reminds me of airplane manufacturers" and then My Boi says it himself ♥️♥️♥️
An enjoyable and informative video.
I work not far from ASML and have seen tractor-trailers loaded with what I think are lithography machines heading down the street and onto the motorway on their way to Schiphol (Amsterdam) airport. I've also had a colleague tell me about some experiences he had at a local ASML supplier (where we provide services). Basically, if ASML decides not to build one or two machines then people get laid off at the supplier due to lack of orders and work.
ASML is also one of the firms most responsible for the growing expat community in the area (Eindhoven, NL). ASML demands university degrees for almost any engineering or tech function and recruits people worldwide.
Expats from which countries?
@@arbaz79 All who can deliver them.
@@johnjones-yt8rt I guess all those US expatriates in the Netherlands are just lost then. 😂
@@arbaz79 Mostly indians and east asians (don't know where from exactly). I also hear quite a bit of spanish and some eastern european languages, but those could also be uni students.
In The Netherlands we don't have many specialists in lithography so they must hire abroad
Asianometry - much appreciate your video on this subject matter. So easy to understand for readers without any knowledge on technical matters.
Excellent video ,you very much got everything right. Only missed out the part that EUV is the first time litho exposure done in vacuum. This created a other set problem that was never faced by the industry.
This is the best video I've been seen for explaining how ASML work.
Arch precision makes most of the parts for these machines. Proud to be part of the Arch family.
I'm really impressed by the quality of your analysis, your format much better than most channels on youtube!
This was really good. It's incredible how many of our current cpus and SOCs are dependant on these machines and the massive amount of suppliers and fabs and clients that make this possible.
I subbed straight away, and I'm going to see what else you have on your channel. Kodus :)
Interesting to see reactions from commenters. Every equipment supplier is sharing similar manufacturing process. ASML, lam, AMAT, KLA..etc they all share the same.manufactuiring and service concepts. One difference that is actuslly interesting is how their engineers organize.work flow at customer sites and the relationship/partnership with customer fab that they leverage in order to make things efficient vs other companies lack of relationship.
i bought 457$
now 700$ over YES!!!
The Netherlands, such a small country but it's incredible what such a small country has done
As an employee with ASML, in the EUV Installs department, its interesting to hear an outsider's perspective. I have to say though, on the topic of sourcing, any example will do. It doesn't have to be a plane. It could be a car, refrigerator, or a toaster. I'd be surprised to hear paper mills are growing their own trees. Seems like quite some time was spent on making this point. I did like the megazord analogy however. Thats well put.
There are a lot of people out there spreading the myth of "localized supply chains" and "de-globalization". Whenever I have seen some a detailed "analysis" of their ideas it was quite laughable. Turns those are people who have never made anything (not completely trivial) in their life, let alone seen a modern factory. They don't realize that specialization and deep globalized supply chain are behind every almost every innovation and productivity increase made in the last 30 years.
@@michaelrenper796 You are wrong. Globalisation does not help innovation. From 1946-1960, US have the most innovation in consumer electrical appliances, semiconductors and automobil technologies. There is no globalisation from 1946-1970.
America stopped being innovative when the globalist elite send most manufacturing jobs to China, from 2000 onwards due to greed of Wall Street elite. When you stop doing manufacturing, you stop doing innovation and creative works.
Holland are the top world class in heavy lifting and have one of the best offshore heavy lifting technology in the world. Their innovation in heavy lifting was never due to globalisation. It was due to their continuous capability able to get or secure the mega millions offshore heavy lifting installation projects, which Japan, China and USA cannot do, even after globalisation. If Holland stop getting mega millions offshore heavy lifting projects, their companies will being innovative.
See the video below. China said they will soon eliminate ASML from the EUV market supplies. Is this possible ?
Washington Is Forcing China To Destroy The US Chips Industry!
ruclips.net/video/1ybxGLYD0qk/видео.html
@@zenlei8258 Be aware of who makes Which videos for what purposes. Does “China (as in Chinese government?) say this, or does the maker of the RUclips video say that? That channel you refer to is a pro-China propaganda channel, and a very biased one.
Extremely experienced producers like Canon or Nikon cannot make those machines , for years already. So that China would make them soon does not make sense. If they do it will be based on stolen info for the fact that Chinese employees have turned out to be stealing data from ASML for Chinese companies. Multiple times XTAL tried to copy their machines this way, with the help of ASML customer Samsung…
@linkzable SMEE was the (state owned) company that was sentenced in a court case for stealing intellectual property from ASML. But sofar the recently presented most advanced machine from SMEE is still a decade behind compared with ASML. That is not a problem, ASML does not see CHina as a threat. From your perspective it seems like certain others see ASML as a threat.
Love your videos! Easily the most educational videos one can find on the internet about the tech industry. It’s a godsend for those looking to understand who is on top of the value chain in tech. I just have one small request - I tend to have difficulty hearing the last word in your sentences. Not a big deal as I usually guess the word given the context.
I work in the semicondutor industry and I could not agree with you more on all that is in the video. Amazing video, it is like looking at my work life in a video.😅 kudos 🤘
Like a Dutch journalist pointed out.. Moore's law? More like ASML's Law: they make the machines that make the machines. If ASML technological road map hit a roadblock, then Moore's Law hits a roadblock.
@linkzable Not really. The problem is not that it is impossible or super hard to achieve thinner structures. You can get even thinner. The main problem will be volume production. First EUV papers date back to the late 90's, so it took more than 20 years of research and optimization to get this technique to a level where you can produce chips at a reasonable price.
I honestly doubt that EUV will have any serious competitor (technology-wise) in the next 30 years.
@@snookz3477 Why do you think China unable to build their own EUV machines ?
Is building space station, less difficult compare to building EUV machines ?
China managed to build own space stations without American help.
@@zenlei8258 Yes, I have no doubt that it is way more difficult to build a EUV machine ready for volume production than it is to build a space station.
@@zenlei8258 China's space station sourced alot of russian parts which makes sense. Though EUV litography has ony been achieved in volume by TSMC which relies on the only supplier that can make EUV machines, a dutch company named ASML. There's not enough expertise to start from 193nm littography and produce the machines AND manufacturing capabilities of TSMC. even Intel failed at their 10nm process node which did not even use EUV.
@@snookz3477 I think the main challenge or roadblock here is the silicone itself, finer and thinner laser is achievable but the silicone building block is making it physically impossible to go smaller
Fun fact: It takes three boeing 747's to ship one complete EUV machine !
why is it that heavy?
@@-Muhammad_Ali- disassembled components + lots of metal and other heavy materials used in the machine
Your channel is one of the channels where i like nearly every video.
Every machine needs a foundation, they are separate from the building and fill in the gap between de fab floor and the walking floor. These foundations are critical for good functioning of the machines. Greets from The Netherlands.
One tip, you can pronounce ASSY and FASY as a word, not as a abbrevation. I work at DUV assy.
Cymer?
@@matthewreed1441 nope. ASML XT and NXT Metroframe
Fascinating, like ALL your videos!
This is a great partnership between USA Netherlands and Germany to bring unique tech to the world
Thanks for the explanation. I never heard about ASML before.
🇧🇷🇧🇷
First video of yours I’ve ever watched.. you earned my Subscription
@Asianometry your channel is the best at explaining the semiconductor industry sheesh
Great content!
What a wonderful video...!!! Thank you...
These have been some great videos. Very informal. Keep it up!
Very well researched documentary! Thanks!
i love watching your researched content! thanks for the videos
I consider it to be the most important company in the world. Technology depends on it.
mindboggling industry. I grieve for their supply chain management
Great video content as always
Very interesting. I love these more technical videos.
great video, thank you
Mind blowing...!!! Way over my head simple concept but Wow! Maybe they should rotate the mirror facing down so the particles don't fall into it.
Very well done, thanks
ASML is making god-tier products...
You are right. I have a religious experience when I watch this machine in action.
Amazing technology! Great content asianometry :)
amazing video thanks
Kind of makes me proud to work for one of the suppliers.
Awesome video, thanks 🙏👍🙌😊
Wow, I really enjoy your channel. In my opinion, the biggest heroes in i.t technology is scientist in the physics field not corporation like apple or amazon
Thanks NerdTechgasm for referring me to this video
The narrative has got more exciting!
Excellent!
Such a great content 👍
Great content !
Your channel should have atleast a million subscribers.
What a video!! Amazing stuff about ASML business dynamics.
Can you please talk about Lam research and applied materials as well? How they fit in the semiconductor industry value chain?
The amount of challenge this industry is taken is mindblowing, size of current processor is crazy. Price of a boing jet would be super cheap for a cutting edge machine that impact everyone daily life.
how much boing jet my friend
Very good video!
My friend you do an excellent job, good information about that company. Congratulations
This is one of the best youtube channels
finally a video about asml
Very good analysis! 👍👍
I'm learning about the semiconductor industry and your videos are gold.. I'm going to send you some cash 💸 💰 Thanks
Great video! Love from Taiwan.
This machine looks like it could do time traveling!
looks beautiful really hehehe
It does, they are lying about its true purpose. A marine goes to the future to bring back CPUs
This is a amazing machine pure science and brilliant minds to create this it makes me feel simple . I wonder if the Chinese can copy or build there own machine like this .
Perfectly said!
who makes the chips which run the control programs for the EUV machines?
3:10 there is no "the lens" in a lithography machine, but many. Moreover EUV is absorbed by everything, so these machines use mirrors, which I think are also supplied by Zeiss.
Correct. Each mirror absorbs about 30% of power and the mirror layers need to be manufactured to the gravitational constant of the users location, to have the perfect thicknes.
I thougt it was placed in a vacuum becuse of this. Or am I wrong?
@@jaaps772 the vacuum helps with several things. No absorption/diversion of x-rays and you don't have any particals "in the air".
I just invested 10k USD in ASML 👍
One of the world’s great companies.
Brilliant!!!!!!!!!!!!!!
Much greatful thanks keep up the great work 🤲🙏
Wow!
Maybe I shouldn't be complaining about Intel's 14nm+++++++... didn't know it's this tough to manufacture chips.
well, x86-64 processors are dificult to produce due to CISC based architecture vs RISC based processor like ARM
@@kealeradecal6091 I assume it means more transistors for a complete 'core' so more silicon that can go wrong while building a single core and effectively lower yields.
Right? 🤔
@@_Jayonics correct, although modern ARM chips usually have enough additional cores, integrated CPUs, integrated 3G/4G/5G radios, GPS, Wifi, Bluetooth, ... to more than make up for it. So nowadays the difference to x86-64 in terms of transistor count isn't really there any more or even inverted, and ARM chips are actually harder to produce than x86-64 ones since low power applications are usually the first to switch to smaller pitch. Eg Apple buying all the 5nm/2nm capacity TSMC is able to deliver for a year or so exclusively for their ARM chips before any other company (Nvidia, AMD, ...) gets a chance.
@@giantnanomachine I would have thought all the additional integrations like Wifi and bluetooth would be, if not on a seperate chip, at least on a seperate chiplet on the CPU (Like with AMD Zen core architecture), voiding the negative effect on yields of adding all those features (Just an assumption, I could be wrong about that).
But regardless, I'm constantly amazed at how performant all my Arm devices are in comparison to my X86-64 desktops and laptops, especially considering the price. I don't know if this is due to the monopoly AMD and Intel have on X86-64 licensing and production, or the fact that ARM manufacturing requires less silicon for the same equivalent specs but without a doubt, ARM ends up coming out way way cheaper in an apples to apples performance comparison.
@@_Jayonics packing more stuff into one actual chip instead of multiple chips on one package has performance/power/space advantages. Especially the last two are at a premium in mobile phones. However analog (ie Wifi, 3/4/5G, ...) and digital don't mix very well on one single chip, so indeed there is almost always the split into two processors in eg a mobile phone: baseband (eg a Qualcom modem) and the CPU (eg some Apple A-series). I don't have numbers for the most recent generations, but eg the CPU die of an AMD Ryzen 5600X is 80.7mm2 for 8 cores (two disabled) at TSMC 7nm. Compared to an Apple A13 (also TSMC 7nm but not sure if the same generation 7nm process, 6 core) the AMD die is almost 18mm2 smaller. The A13 also has twice the number of transistors (8.5b) than the Ryzen (4.2b, including the disabled cores). Why is the Ryzen CCD then not half the size? The Ryzen runs at significantly higher frequency and TDP, so some more space has to be given to "power lines" (and it also helps with thermals when the area is bigger).
All these videos are very interesting!!!
Drop your jaws when you see an ASML scanner without its beauty panels.
Loved the video. Got my sub
You missed the main issue: Getting staff with the right knowledge and experience. ASML has bough up other companies, such as Mapper Lithography, just for the employees.
They are aware of that. That is why they started Brainport Eindhoven initiative to attract talent and improve the promotion of Eindhoven. I remember the CEO also pleading for more cultural activities/events in the area as every employee is driven by the decision of their family. If this is enough, I don't know. If it was up to me, I would ramp up investments in the area as state government.
@@michaelhu9947 interestingly, they are also hiring people with an aerospace engineering background.
@@paulroling1781 aerospace engineers have a broad knowledge regarding math and physics.
@@michaelhu9947 With additionally knowledge on systems engineering (and integration).
@@paulroling1781 In my experience, unless you've previously worked for ASML on their semiconductor Lithography machines, as an engineer from any field you don't have any previous knowledge to build on for the area ASML operates in. A lot of the concepts are exactly the same as every other application, just slightly different...
Aerospace engineers often have a good basis in well documented development and thorough testing and that's the sort of knowledge and experience that can transfer well to ASML and that a good engineer can build on to apply that knowledge and the concepts he learned in aerospace to what ASML is doing. But in the end it's still the case that you might speak English, you speak technical English, you may even speak specialist engineering English, but when you start in ASML you still need to learn to speak and understand ASML, which is it's own subset of English and almost, but not quite, entirely unlike English at times.
The single most important company in the world.
Whats the difference between (ASML, Canon , Nikon) and ( Applied materials, Lam research and KLA Tencor)?
I wish I knew this info and invested in the stock years ago.
Small note, you said thousands of suppliers? I think the actual number is 772 per 2021 10K?
I would say more critical than how they build airplanes... they don't leave out systems that would prevent catastrophic failure left out of the technical documentation and make them optional extras for clients to pay for.