The $200M Machine That Makes All Chips
51sReveals a little-known monopoly and the staggering cost of chip-making machines, sparking curiosity and awe.
▶ Play Clip"Title is accurate but slightly sensational; content delivers on the promise of discussing America's challenge to ASML."
The video discusses the global race to break ASML's monopoly on extreme ultraviolet (EUV) lithography machines, which are essential for producing advanced microchips. It highlights the technical challenges of EUV technology and introduces several competitors, including American companies Substrate and xLight, Japan's KEK and Canon, and China's efforts to copy ASML's technology.
ASML, a Dutch company, is the sole producer of EUV lithography machines used by major chipmakers like TSMC, Samsung, and Intel. These machines use extreme ultraviolet light to print tiny structures on silicon wafers.
EUV light has a very short wavelength (about 13 nanometers), allowing for smaller details and more powerful chips. ASML's newest machines aim for 8-nanometer structures.
Producing EUV light requires ripping electrons off atoms, done by hitting tin droplets with a laser. The light is absorbed by air and glass, so it must be used in a vacuum with special mirrors. The precision and power requirements make the machines cost hundreds of millions of dollars.
American company Substrate plans to use a particle accelerator to create a free electron laser, aiming for soft X-ray wavelengths about a tenth of ASML's, potentially producing structures 10 times smaller. They have only shown a prototype chip with 12-nanometer structures.
xLight (US) is developing a compact free electron laser with 20 beams. Japan's KEK has a program for a free-electron laser, and Canon is pursuing nanoimprint lithography, which uses molds instead of light. China is reportedly trying to copy ASML's machine.
ASML's monopoly is likely to erode in the coming years, but it won't collapse immediately. The video ends with a sponsor segment for Ground News.
ASML's dominance in EUV lithography is being challenged by multiple international efforts, but the technology is so complex that a breakthrough is not imminent. The video suggests that while ASML's monopoly will erode, it will take time.
What company is the sole producer of EUV lithography machines?
ASML, a Dutch company.
00:13
What is the wavelength of EUV light used by ASML?
About 13 nanometers.
00:51
How does ASML generate EUV light?
By hitting tiny droplets of tin with a laser.
01:27
What is the main advantage of using EUV light?
Shorter wavelength allows printing smaller details, leading to more powerful chips.
00:51
What technology does Substrate plan to use?
A particle accelerator to create a free electron laser.
02:15
What is the target wavelength for Substrate's technology?
Soft X-ray range, about a tenth of ASML's wavelength.
02:42
What is Canon's alternative approach to lithography?
Nanoimprint, which uses a mold instead of light.
03:56
ASML's Monopoly
Highlights the critical dependency of the global chip industry on a single Dutch company.
00:13Technical Complexity
Explains why EUV lithography is so difficult and expensive, justifying ASML's market position.
01:07Substrate's Disruptive Approach
Shows a radically different method that could potentially leapfrog ASML's technology.
02:15Monopoly Erosion
Predicts that ASML's dominance will weaken, which has significant geopolitical implications.
04:40[00:00] America is coming for one of Europe’s most important technologies. No, I don’t mean the fax machine. I mean the machines that make the most advanced computer microchips. There is today only
[00:13] one company that produces them in the Netherlands. But soon that will no longer be the case. The Dutch company ASML produces a special type of machine that is used to produce
[00:25] microchips. Almost all major chip producers use it, TSMC, Samsung, Intel --- they all rely on this special machine. ASML has figured out how to use
[00:37] light in the extreme ultraviolet to print tiny structures on the silicon wafers that microchips are made of. The process is called lithography, or in this case extreme ultraviolet lithography.
[00:51] The extreme ultraviolet matters because it has a very short wavelength, for ASML’s machines it’s just about thirteen nanometres. And shorter wavelength means one can print smaller details, so, more powerful chips. ASML’s
[01:07] newest machines aim for even smaller structures at about eight nanometres. Ok, but what’s so difficult about ultraviolet light that no one else has managed to do this? and such short wavelengths are below the transition frequencies of outer electron
[01:27] shells. To get to these wavelengths you need to rip a lot of electrons off the atom. ASML does that by hitting tiny droplets of tin with a laser. The next issue is then to
[01:40] work with the light. Extreme ultraviolet light is absorbed by air and glass and standard mirrors. So they had to work in a vacuum and had to invent special mirrors to direct the light. And then they have to do all this to utmost precision without the power supply of an entire city.
[01:57] This is why ASML’s machines cost hundreds of millions of dollars a pop. It is also why no one else sells anything remotely similar. And of course the rest of the world doesn’t like that… The boldest attempt to break ASMS’s monopoly comes from an American company called Substrate.
[02:15] They say they want to accelerate electrons with a particle accelerator. The way one does that is to accelerate the electron in one direction and then add a modulating field in the transverse direction. The electron moves on a wavy line,
[02:29] basically. An electron moving that way will emit highly energetic light, which is what Substrate wants to work with. It’s called a free electron laser. They are aiming at radiation in the soft X ray range,
[02:42] so that‘s a wavelength about a tenth of what ASML uses, and consequently the structures that they might be able to produce could be about a factor 10 smaller. Substrate hasn’t shared technical details but the accelerators you need for this are
[02:58] typically a few tens of metres long, depending on how good the magnets are. ASML’s machines are something like 10 metres long and have the size and shape of a bus. Substrates are
[03:10] likely going to be larger. They say on their website that they direct the light with “perfectly polished optics” which is about as vague as it gets. So far the only thing they have produced is an image of a prototype chip with about 12 nanometre structures.
[03:25] There are other newcomers to the game. The American company xLight for example has the more modest goal of trying to find an alternative for ASML’s light source with a similar technology as substrate, a free electron laser. But they specialize
[03:40] in making that laser small and efficient and they want to get about 20 beams out of one laser. It isn’t really new technology, but it’s a specialized adaptation that could go places. And it’s not only America. KEK, Japan’s High Energy Accelerator Research Organization,
[03:56] has a programme for a free-electron laser for future lithography. Japan also has a very different approach from Canon called nanoimprint. Instead of creating the pattern on the nanochip with light, they create a mold and then reuse it. Canon says its machine can
[04:13] make lines fourteen nanometres wide today, and may reach ten nanometres with better templates. Then there is China, doing it the Chinese way by trying to copy the ASML machine.
[04:26] They reportedly have a prototype that can generate the right kind of light, So no, ASML is not about to collapse tomorrow. But it’s very likely that its monopoly will erode in the coming years.
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