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ASML unveiled an upgrade for the light source in its EUV process that increases power from 600W to 1,000W. This improvement could increase wafer yields by as much as 50% by 2030.

Bearly AI

24,851 subscribers

603,870 views • 7 months ago •via X (Twitter)

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33 Comments

Trung Phan7 months ago

my fave ASML EUV fact: the Dutch chip machine maker’s light technology is so precise it could hit your thumb with a laser pointer from the moon.

Bearly AI7 months ago

That video is from ASML last year: More from Reuters: And no wonder ASML rocks such great merch:

Julian DiCarlo7 months ago

And they say Europe doesn’t innovate ..

taco7 months ago

600W to 1000W on a machine that costs $380M per unit. ASML is the final boss of semiconductor manufacturing

Domovinski Duh7 months ago

Magic light box that makes thinking sand.

Stefan Demetz7 months ago

They are still using the Russian institute invented/supplied tin laser.

🌌7 months ago

Throughput, not yield.

And1roid🇵🇹7 months ago

That shit is doing magic. How tf someone came up with that

CDU7 months ago

Craziest engineering on the planet 🥇

Willis7 months ago

That’s impressive.

Nick7 months ago

@grok tell us more. Cheaper chips?

Alex7 months ago

1kW EUV power bump could really move the yield needle -- 50% by 2030 helps fabs scale AI chips faster. Still, packaging like CoWoS stays the real pinch.

DantePompieri7 months ago

Yeah I like waffles too

Jedi⚡️7 months ago

The real leverage is always in the tools behind the scenes.

i8art | deonER7 months ago

@AndreSeverini

L'élite7 months ago

@grok donc pour faire de la lumière ils chauffent de l'étain ? Quel intérêt ?

Larry Panozzo7 months ago

Imagine vibe coding this

Dysputant7 months ago

All into videos of ntr humanoid cats going to gym. And laughing of sat single mother cat .

Nelson R.7 months ago

Sorry, but what does this machine does? What's the big deal about it and the company that builds it?

stream dinner party7 months ago

still using the Russian institute invented/supplied tin laser

Scott Cottonmouth7 months ago

Silly question, but why are the wafers round instead of square or rectangles? Less wasted space that way, no?

Lőrinc Bauer7 months ago

😀

Tim Coan7 months ago

We are at the beginning of infinity. I’m in constant awe of BUILDERS

AdamHumphreys7 months ago

Would be cool if they could do that at 2nm.

Estranged Quark7 months ago

How/why do you think this helps yield? It does improve productivity and thereby the cost per wafer significantly.

...7 months ago

Changing the light source power will probably never result in "yield" improvements, but it might contribute to other processes which MAY improve marginal yield paretos.

Prikker7 months ago

the Chinese apparently have the blueprints already

0517 months ago

Nice try. It's fvcked.

Albert Thomas (I observe, I analyze)7 months ago

Wow

kwant7 months ago

Crazy what kind of things you can do by beaming tin drops incredibly accurately

Qwerty7 months ago

At this point it's just magic,how they work and synchronise each and every motion with light.

Fuck You7 months ago

This is big news.

John Mcpherson | MFinPlan, BCom7 months ago

So bullish

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EUV machines are the most complicated tools humans make. Their supply chain has over 10,000 individual suppliers, and any one of them not scaling fast enough can bottleneck the entire AI industry. An EUV tool fires lasers at a tiny tin droplet three times in precise sequence, blasting it hard enough to emit EUV light. That light bounces off 18 multilayer mirrors onto the wafer. Meanwhile, the two platforms inside the machine - one holding the stencil, one holding the chip - are flying back and forth at 9Gs in opposite directions. The successive passes have to land on top of each other to within 3 nanometers. If any part of this is off, yield goes to zero. Take just one component. The mirrors are mostly supplied by Carl Zeiss, who have probably fewer than a thousand people working on them. In turn, Carl Zeiss rely on machines from Switzerland to deposit each of the layers, and use a coating process co-developed with a different German company. None of these companies have woken up. They’re gradually increasing production, but nowhere near the levels necessary for what the labs want by the end of the decade. Dylan Patel predicts production can't scale beyond about 100 EUV machines per year by 2030, no matter how much money gets thrown at the problem. In the medium term this is the key bottleneck on scaling.

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