Has anyone actually seen verification? (other than lot's and lot's of press release type collateral I don't see any evidence of anyone publicly stating that they work for this company. The press releases claim they have 50 employees many of whom were experienced frok semiconductor equipment companies but can anyone actually put their hand up and claim to be one of those people? Also the list of companies is a little suspicious as if designed to pass a sniff test for a naive audience and the careers page is particularly misaligned with what you would expect they're looking for. The only scientist they're hiring is an "AI" scientist?)

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infecto 8 hours ago | parent | next [-]

Until proof is actually given I just assume this is a pump and dump which is taking advantage both America First dollars and AI hype. The founder(s) have zero background in this area and while they could be savants, it seems doubtful. The whole background does not pass my sniff test, not to emntion all of their PR photos try to work in the American flag which is cool but something I would do if I was trying to pump it up.

	▲	aurareturn 8 hours ago \| parent [-]
		Another red flag: Using China threat as a reason why people should invest/believe in them. If they can truly deliver what they promise, they will have billions of dollars begging them to take it. No need to bring China in this. Source: https://substrate.com/our-purpose

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nimos 8 hours ago | parent | prev | next [-]

Even if it is verified it's not groundbreaking. X-Ray litho has been done in labs since at least the 90s.

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brettkromkamp 8 hours ago | parent | prev [-]

Not only that... I would really have to see something tangible from a company that makes these kind of claims. ASML's technology is some of the most complex and advanced in the world and has it has taken decades to get there. Of course it is possible, but without something tangible to back up their claims, I think I will remain skeptical.

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AdamN 8 hours ago | parent | next [-]

Also I'm sure there are university labs that can do similar things as ASML ... the bigger problem is doing it at scale in a repeatable way that can be sold as an actual product and also not infringing on ASML patents.

	▲	adgjlsfhk1 8 hours ago \| parent [-]
		Universities can do electron beam litho or UV litho, but EUV litho is way outside capability.

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bluGill 7 hours ago | parent | prev [-]

They are claiming 50 employees. I don't think that is anywhere near enough. I'd expect hundreds or even thousands of engineers are needed, and for every engineer there are a dozen of other support staff roles. ASML has 40,000 employees, but we can guess some are in other product areas (what I don't know). Let me know when they have had 10,000 employees for 5 years and I'll start believing it.