America’s Big Chipmaking Blunder...ASML's Lithography Machine

   

THIS IS A STORY WHERE PHYSICS MEETS BUSINESS

5,135 views Apr 12, 2024

ASML is behind what’s arguably the most important technology in the world right now: extreme ultraviolet lithography machines. Without these $200 million EUV machines and the semiconductors they make, there’d be no artificial intelligence revolution and the global economy would begin to slow. While the machines made in the Netherlands are sold mostly to companies in Taiwan and South Korea – TSMC and Samsung – Intel was very late to the game. The US government meanwhile under both Donald Trump and Joe Biden has been scrambling to ensure none of the machines are sold to China. Chapters: 00:00 Introduction 00:50 What is extreme ultraviolet lithography? 03:02 Early research in the United States 04:44 Intel’s strategic mistake 05:36 Huawei sparks China worries 07:00 The CHIPS Act and US recovery