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Date: 2025-07-02 Page is: DBtxt001.php txt00022916
TECHNOLOGY
ASML

CNBC: Why The World Relies On ASML For Machines That Print Chips


Original article: https://www.youtube.com/watch?v=iSVHp6CAyQ8
Peter Burgess COMMENTARY
The progress of 'chip making echnology' has progressed an incredible amount since I was working at the start of microlectonics with Gulton Indusries. I was amployed as budget manager as the company struggled to move from the electronics of the 1960s where it was leading in micro-electonics technology. Even though it had had massive success in the 1960s the company had been badly advised about the future and wasted its financial strength and leadership position. As a result it could not fund the new emerging opportunities of subsequent years, including the very large integrated circuits that were emerging at a faster and faster pace.

It was probably in 1972 that I was charged with investigating the available chip making equipment that was on the market or in development ... and while our company had huge interest and the people with critical knowledge, we simply did not have the funding to make the required investments.

In the previous several years, our company had acquired many small technology companies ... but while all of them had some potential they also had investment requirements to take advantage of the potential. Meanwhile a major unit that had been the 'cash cow' of the company during the 1960s was now yesterday's technology and a massive financial drag on the company.

I have a huge respect for the business that ASML has developed and appreciate very much the huge investment that they have made to get to this position ... and to stay in a leadership position in the global industry.
Peter Burgess
Why The World Relies On ASML For Machines That Print Chips

CNBC

Mar 23, 2022

2.77M subscribers ... 1,744,500 views

In a Dutch factory, there’s a revolutionary chipmaking machine the whole world has come to rely on. It takes months to assemble, and only one company in the world knows how: Advanced Semiconductor Materials Lithography.

CNBC got an exclusive tour inside ASML’s cleanrooms to see how these $200 million EUV systems print minuscule designs on advanced microchips using exploding molten tin, the flattest surface in the world, and light so narrow it’s absorbed by air.

Once ASML is done building and testing an EUV lithography machine, it’s so big that it needs to be disassembled and loaded on 20 trucks or three 747s for shipment. Only five customers can afford EUV machines, the biggest being TSMC, Samsung and Intel - and ASML export controls keep ASML from sending any to China.

Here’s a rare, inside look at how nearly 800 suppliers come together to create the technology required to print every advanced chip powering the digital world, from data centers to iPhones.

Chapters:
  • 00:00 -- Intro
  • 1:58 -- Dutch company with U.S. roots
  • 6:18 -- How lithography works
  • 8:52 -- How EUV revolutionized chipmaking
  • 11:24 -- Why there’s no competition
  • 14:45 -- Geopolitical risks and what’s next (edited)
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Why The World Relies On ASML For Machines That Print Chips



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