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rando1234 6 hours ago

Amazing looking machine! $380 million a pop. Must surely be one of the most sophisticated machines humanity has ever built? A great achievement of European science and technology (ducks).

petcat 3 hours ago | parent | next [-]

> A great achievement of European science and technology

It's an amazing piece of technology but this is... wildly wrong. ASML is a multi-national company that licenses IP largely from USA and Japan, but also Taiwan and Germany. The actual EUV light source is developed and produced in California by Cymer, which ASML acquired in 2013. But ASML was only permitted to acquire the company under a strict technology sharing and export control agreement with the US government. Additionally, a huge portion of the photolithography research is directly developed (and owned) by US companies and research organizations such as IBM, Albany NanoTech, and SEMATECH.

There is a reason why ASML's next-generation research photolithography machine is currently being installed and developed in upstate New York, and not somewhere in the Netherlands. The same reason that Cymer is still in San Diego instead of being relocated to Europe. Because it's American technology.

But Europe certainly plays a huge role in it.

https://www.governor.ny.gov/news/governor-hochul-announces-n...

https://research.ibm.com/blog/euv-center-albany-nstc

https://www.eetimes.com/asml-sematech-team-on-manufacturing-...

https://www.eetimes.com/asml-to-build-400-million-us-researc...

actuallyship an hour ago | parent | next [-]

> There is a reason why ASML's next-generation research photolithography machine is currently being installed and developed in upstate New York, and not somewhere in the Netherlands.

This is a wildly ignorant comment. The R&D lab in NY State if anything is an effort to copy IMEC, the world's leading research organization when it comes to semiconductor R&D. They essentially set and define the roadmap for node advancements and then the industry follows by actually implementing their innovations at scale in their fabs. I guess they are technically not in the Netherlands, being located about 50 miles south of the Dutch border in Belgium. And they have in fact have an EXE system of their own, and have had access to ASML's high-na tools since before they were even commercially available

Lucasoato 3 hours ago | parent | prev | next [-]

> There is a reason why ASML's next-generation research photolithography machine is currently being installed and developed in upstate New York, and not somewhere in the Netherlands. The same reason that Cymer is still in San Diego instead of being relocated to Europe.

Why is the Netherlands government even allowing this?

grumbelbart2 3 hours ago | parent | next [-]

The supply chain both in parts for their machines, but also in terms of research and technology for new machines is very deep and very international. If the US states that a technology can only be used by ASML if they keep R&D in the US, then there is no easy alternative for ASML.

That is true not only for ASML, but for the semiconductor industry in general. The number of smaller, specialized companies for certain tools, chemicals and software is staggering. And they sit all over the US, Europe, Japan, Taiwan and Korea.

arjie 2 hours ago | parent | prev | next [-]

The entire multinational effort is in US-Europe-E.Asian countries which are a coordinated allied bloc. The Netherlands allows it because they are entirely aligned.

Strong mutual defense agreements cover four out of the five crucial countries here (NATO, Anpo, MDT US/ROK) and the last (Taiwan) has arms sales assurances.

It’s not like these are strongly opposed nations or anything. Part of the same fleet in some sense.

Zigurd 2 hours ago | parent [-]

2023 called...

shrubble 2 hours ago | parent | prev | next [-]

The EUV lithography process and other pieces that comprise what ASML sells was developed with US government funding, and it remains encumbered by that. The US government thus has veto power over the tech, and thus over ASML.

vlovich123 an hour ago | parent | prev | next [-]

Because ASML acquired the US company that created this tech and the agreement for allowing Netherlands to do so was that the tech and know how remain in the US.

saidnooneever 2 hours ago | parent | prev [-]

if they dont allow it ASML will move away and they have nothing.

saberience an hour ago | parent | prev | next [-]

The most absurdly biased and inaccurate take on ASML I've ever seen, congrats.

If the machines are so easy to build and integrate, why isn't it happening in America?

llm_nerd 3 hours ago | parent | prev | next [-]

> The actual EUV light source is developed and produced in California by Cymer, which ASML acquired in 2013.

Cymer was one of multiple vendors (Gigaphoton, XTREME) providing this sort of light source, and ASML acquired it because it couldn't achieve what they wanted (they needed 100+W and Cymer could only achieve 15W). ASML needed to control and fund the company, and add engineering talent, to achieve what they actually needed.

Oh and ASML bought Cymer because Gigaphoton (another company at basically the same stage of development as Cymer), being a Japanese company, objected to foreign control. Though if ASML knew the protectionist, insular direction the US was going to go they probably would rethink their past decisions.

So this retconning that Cymer is really the secret magic of ASML and the Netherlands is just stealing US ingenuity is hilarious stuff.

And for that matter, it is amazing how so often we hear about "American" tech that is actually overwhelmingly combining acquisitions and manpower from abroad. Like is an iPhone an "American" creation? LOL, no.

bijowo1676 2 hours ago | parent | next [-]

isnt DUV and EUV technologies discovered and developed by US national labs (LLNL, LBNL, Sandia) in cooperation with EUV Consortsium funded by US Chipmakers (Intel, AMD, Motorola) and licenced to Cymer?

llm_nerd an hour ago | parent [-]

EUV was "invented" (demonstrated) in Japan first, though those US labs did a lot of work on the overall lithography system and reflective optics to put it into practice. The US DOE along with the manufacturers made a consortium (EUV LLC consortium) to commercialize/scale that Japanese technology because they could obviously see the promise, and Cymer is a member, as was ASML already via SVG.

Simultaneously Japan created its own initiative (EUVA), and Gigaphoton didn't rely upon the US initiative at all. And again in an alternate universe -- one where Japan isn't protectionist and Cymer wasn't out of financial runway and desperate -- we'd be talking about how ASML is really Japanese tech, etc.

petcat 2 hours ago | parent | prev | next [-]

> the secret magic of ASML and the Netherlands is just stealing US ingenuity is hilarious stuff.

I never said anything about ASML stealing technology or ingenuity. The point is that EUV photolithography is an international effort. The machines don't exist at all without about 6 different countries contributing technology and expertise.

ASML has certainly proven itself to be a very capable integrator of many international technologies and processes.

saberience an hour ago | parent [-]

Most of those technologies being European, including the most difficult to make components in the system.

Why isn't there an American company doing this? Why isn't an American company making the lasers, mirrors, metrology, vacuum handling tech, etc?

tonyhart7 42 minutes ago | parent [-]

they are licensed to European company yes

reason why US didn't produce most of these component because US gov didn't continue investment so privately owned enterprise take over from there namely ASML

that also reason why US can restrict EUV sales to china

saberience an hour ago | parent | prev [-]

Bingo!

Yes the OP is completely biased.

tjwebbnorfolk 35 minutes ago | parent | prev | next [-]

ASML is the only real tech company in the EU. Just let them have this one :)

saberience an hour ago | parent | prev [-]

[flagged]

throwup238 3 hours ago | parent | prev | next [-]

EUV was developed in a joint venture with the Department of Energy and ASML, Intel, etc called EUV Corp. It’s why the US can export control it.

Farfignoggen 3 hours ago | parent [-]

LOL, no Mention of IMEC(Interuniversity Microelectronics Centre) in the EUV development process and the only reason that the US can restrict the ASML EUV equipment is the EUV Light source and mirror optics for that is partially US produced and the IP there falls under US IP/Export restrictions!

From ASML:

"ASML’s extreme ultraviolet (EUV) light source was developed and is manufactured at its facility in San Diego, California. Acquired from the US firm Cymer in 2013, the R&D team here developed the laser-produced plasma (LPP) system that fires lasers at tin droplets 50,000 times per second to generate EUV light."

teknologist 3 hours ago | parent [-]

Yes, and that changes what?

amelius 3 hours ago | parent | prev | next [-]

> Amazing looking machine!

As with most of this type of technology, most of the stuff you see is basically a giant refrigerator and giant vacuum cleaner. The actual meat is much smaller and hidden from view.

mDyJzDPmBdG 4 hours ago | parent | prev | next [-]

Depends on definition of machine. Do ISS, LHC or ITER count?

smolder 4 hours ago | parent | next [-]

ASMLs machines can easily be "one of the most sophisticated" without stepping on LHC or ITERs toes. I'm not sure ISS qualifies anymore. I would have went with JWST.

4 hours ago | parent | prev | next [-]
[deleted]
0123456789ABCDE 3 hours ago | parent | prev [-]

no.

neither of the observations gp made is dependent upon the definition of machine, nor is it dependent on the inclusion of the examples you brought up in that definition.

spwa4 6 hours ago | parent | prev | next [-]

That's what makes this hard to interpret. The whole strategy of intel is that they have their own version of this machine, part of their "18A" design. The only reason they need the ASML machine is because of the "optics" (between quotes because at the frequencies they work at no optics work - only (bad) mirrors do. However you need make the mirrors accurate enough - we're talking far more accurate than the chips, as in sub-nanometer max deviation, they can function as optics with high losses, but low enough that exposure works). No American company can achieve even 10 times lower accuracy at the moment.

So is this giving up on their own version? That would mean their stock price is absolutely not justified at $110, and it should be more like $60-70 if not lower. Or is this "we have technical reasons to use this. We're still going to do 18A and it's still going to beat 2nm", which would mean their stock price is easily justified at $200 and it's high time to buy.

whazor 5 hours ago | parent | next [-]

As I understand it, the machine also needs lots of 'normal parts' and can be designed differently to fit the factory and the automation. Like if you need a pipe, instead of buying it from ASML, you can buy it from a local hardware vendor. And parts of the ASML also break, and those parts would be directly shipped from the vendor that makes the part. ASML manages the integration between these parts and each part can have multiple vendors that makes them according to the specs.

zmb_ an hour ago | parent | prev | next [-]

Intel does not have their own version of this machine. This ASML machine is a component in a very large system of machines from many manufacturers that runs wafers automatically from machine to machine until a month later a chip comes out the other end. That system is “18A”. Intel designs, builds and operates that system. Intel does not make the machines, they buy them and figure out how to configure and operate them as a part of the system.

vrganj 6 hours ago | parent | prev [-]

Only the optics is an ... interesting way of phrasing it.

There was a great Economist article a while ago that talks about this. ASMLs moat isn't just the know-how to build the machines themselves. It's a network of suppliers all across Europe, specialized businesses doing one little part better than anyone else in the world.

This is the type of thing that Europe is still leading in, and it'll be incredibly hard to reproduce elsewhere.

You don't just need to figure out how to build an High-NA EUV machine. You need to figure out how to build or procure all of the parts that go into it. Many of these suppliers have exclusive contracts with ASML.

Here's the article, de-paywalled: https://archive.ph/jP1HX

spwa4 5 hours ago | parent [-]

Yeah. ASML doesn't make the mirrors, but they have exclusive sales rights, exactly as you say. And yes, positioning them, for example, both in the fixed sense (mounting the mirrors in the machine) and in the dynamic sense (rapidly positioning wafers to nanometer-or-better accuracy below the beam, I forgot how quick exactly but it's 10s to 100s of times per second to maintain production rates) is very much not easy either. But it's "been done" (by teams of phds). Producing the mirrors has not been duplicated.

Of course, producing the EUV beam in the first place has also not been duplicated and it's Californian technology.

Intel 18A has a different strategy all together. I mean, it's not like they're saying much about it, but from the little we know, it's very different.

namibj 5 hours ago | parent [-]

No the beam source we know how to create; it's just that the way to do so requires a factory sized machine that better be feeding 10~30 steppers or a pair for uptime/maintenance windows and then probably more like 50 steppers.

Free electron lasers are not hard at "mere EUV", and the accelerators to feed aren't either, it's just that an efficient setup requires recycling the beam which means bending it back which means a large (factory hall sized) accelerator at the beam energies needed for good EUV light.

lvl155 2 hours ago | parent | prev | next [-]

Basically most of the technology was US govt funded at some point. Now the Dutch can just leech off of that. I guess that’s what they’re good at considering their long history with VOC and “mercantilism”.

arcticfox 4 hours ago | parent | prev [-]

> A great achievement of European science and technology (ducks).

It's a fantastic machine but the bulk of the achievement is clearly a joint European-American effort.

apexalpha 4 hours ago | parent | next [-]

Then Apple M series is also a joint European-American effort, no? Since ARM is European?

Weirdly enough it never seems to work that way in discourse.

stingraycharles 3 hours ago | parent | next [-]

Should add China to the list of pretty much all of them as well. It’s a silly take.

4 hours ago | parent | prev [-]
[deleted]
jorvi 4 hours ago | parent | prev | next [-]

In that case the internet is mostly due to the Brits (invention of packet switching at the NPL by Donald Davies). Cheers!

hvb2 4 hours ago | parent | prev [-]

Not even that, the company happens to be Dutch but it's employees are from everywhere. A company doesn't make anything, the employees do, especially in a sector like this.

The companies job is to hire well and create strong teams that work together.