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Why without ASML there would be no future for humans!
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Why without ASML there would be no future for humans!
This company is the only one on the planet that manufactures machines that manufacture electronic chips. Yes, if we wake up in the morning and do not find ASML, we have no future. This company is what makes America America and China China. If China gets its hands on the latest ASML devices, the world will change.
What makes this company so superior and what is its secret? How did it move from poverty and neglect to the most technological company in Europe?
The story of ASML:
In the early 1980s, ASML was born as a joint venture between electronics giant Philips and chip-machine manufacturer ASMI (Advanced Semiconductor Materials International). Their mission was to develop lithography systems for the growing semiconductor market.
The company started its days in a humble location—a leaky shed next to a Philips office in Eindhoven, the Netherlands. Despite the modest beginnings, ASML quickly gained momentum. In 1984, they launched their first system, the PAS 2000 stepper, building on years of research and development. By 1985, ASML had moved into a newly constructed office and factory in Veldhoven, just a few kilometers from the Philips research labs. The following year, they introduced the PAS 2500 stepper, featuring innovative alignment technology that would lay the groundwork for future machine advancements.
ASML’s partnership with lens manufacturer Carl Zeiss was established in 1986, further enhancing their capabilities. As they expanded into the Asian market, ASML began making inroads after Philips set up a joint-venture foundry in Taiwan. However, despite their progress, the competitive landscape remained challenging. ASML struggled to gain traction, with few customers and financial instability.
In a critical moment, ASML executives reached out to Philips board member Henk Bodt, who convinced his colleagues to provide additional support. Guided by a strong belief in ongoing research and development, ASML secured the necessary funds to continue their journey.
The 1990s marked a turning point for ASML. They launched the breakthrough platform—the PAS 5500—which became their flagship lithography system. With industry-leading productivity and resolution, the PAS 5500 attracted key customers, propelling ASML toward profitability. In 1995, ASML became a fully independent public company, listed on both the Amsterdam and New York stock exchanges.
ASML’s most advanced machines:
ASML has two types of machines: Deep Ultraviolet (DUV) and Extreme Ultraviolet (EUV) lithography machines
DUV lithography uses light of a longer wavelength, which is less powerful and cannot etch details as fine as an EUV. ASML’s DUV systems are the workhorses of the industry. Their latest NXT machines have shown the ability to run in excess of 6,000 wafers per day, with an average five percent productivity increase over 12 months. ASML continues to innovate its DUV systems to meet the requirements of future nodes, benefiting from commonalities in R&D with their EUV program. ASML sold 5.4 billion euros worth of DUV systems in 2020, compared to 4.4 billion in EUV machines
ASML recently unveiled its next-generation high-NA (numerical aperture) lithography machine, known as the TWINSCAN EXE:5000. The TWINSCAN EXE:5000 can print features on a chip as small as 8nm, compared to 13nm with its previous machines. The TWINSCAN EXE:5000 weighs a staggering 165 tons and comes with a hefty price tag of up to $380 million—approximately double the cost of its previous low-NA EUV lithography machines. Shipping and installation are no small feats either. A single machine weighs 331,000 pounds and arrives in 250 crates. A team of 250 engineers meticulously assembles it over a six-month installation process.
ASML and Politics:
The US has been pressuring the Netherlands, where ASML is based, to impose export controls on ASML to limit China’s access to advanced chip technology. The US argues that China could use these high-end chips for artificial intelligence, supercomputing, and weapon development. This has put the Netherlands in a difficult position, as it has to balance its own national security interests with its commitment to free trade and economic growth. China accounts for a significant portion of ASML’s total revenue. The US and Dutch export controls are expected to affect around 10 to 15 percent of ASML’s sales to China. Despite these challenges, ASML continues to sell less advanced machines to Chinese customers. The incoming CEO of ASML, Christophe Fouquet, will need to navigate this politically sensitive landscape. He will have to manage the company’s relationships with both the US and China, and make strategic decisions about ASML’s future in the midst of these geopolitical tensions.
Do you think what America is doing is correct? ASML argues that cutting out China would only help Beijing strive toward tech autonomy. So what do you think.
Why without ASML there would be no future for humans!
This company is the only one on the planet that manufactures machines that manufacture electronic chips. Yes, if we wake up in the morning and do not find ASML, we have no future. This company is what makes America America and China China. If China gets its hands on the latest ASML devices, the world will change.
What makes this company so superior and what is its secret? How did it move from poverty and neglect to the most technological company in Europe?
The story of ASML:
In the early 1980s, ASML was born as a joint venture between electronics giant Philips and chip-machine manufacturer ASMI (Advanced Semiconductor Materials International). Their mission was to develop lithography systems for the growing semiconductor market.
The company started its days in a humble location—a leaky shed next to a Philips office in Eindhoven, the Netherlands. Despite the modest beginnings, ASML quickly gained momentum. In 1984, they launched their first system, the PAS 2000 stepper, building on years of research and development. By 1985, ASML had moved into a newly constructed office and factory in Veldhoven, just a few kilometers from the Philips research labs. The following year, they introduced the PAS 2500 stepper, featuring innovative alignment technology that would lay the groundwork for future machine advancements.
ASML’s partnership with lens manufacturer Carl Zeiss was established in 1986, further enhancing their capabilities. As they expanded into the Asian market, ASML began making inroads after Philips set up a joint-venture foundry in Taiwan. However, despite their progress, the competitive landscape remained challenging. ASML struggled to gain traction, with few customers and financial instability.
In a critical moment, ASML executives reached out to Philips board member Henk Bodt, who convinced his colleagues to provide additional support. Guided by a strong belief in ongoing research and development, ASML secured the necessary funds to continue their journey.
The 1990s marked a turning point for ASML. They launched the breakthrough platform—the PAS 5500—which became their flagship lithography system. With industry-leading productivity and resolution, the PAS 5500 attracted key customers, propelling ASML toward profitability. In 1995, ASML became a fully independent public company, listed on both the Amsterdam and New York stock exchanges.
ASML’s most advanced machines:
ASML has two types of machines: Deep Ultraviolet (DUV) and Extreme Ultraviolet (EUV) lithography machines
DUV lithography uses light of a longer wavelength, which is less powerful and cannot etch details as fine as an EUV. ASML’s DUV systems are the workhorses of the industry. Their latest NXT machines have shown the ability to run in excess of 6,000 wafers per day, with an average five percent productivity increase over 12 months. ASML continues to innovate its DUV systems to meet the requirements of future nodes, benefiting from commonalities in R&D with their EUV program. ASML sold 5.4 billion euros worth of DUV systems in 2020, compared to 4.4 billion in EUV machines
ASML recently unveiled its next-generation high-NA (numerical aperture) lithography machine, known as the TWINSCAN EXE:5000. The TWINSCAN EXE:5000 can print features on a chip as small as 8nm, compared to 13nm with its previous machines. The TWINSCAN EXE:5000 weighs a staggering 165 tons and comes with a hefty price tag of up to $380 million—approximately double the cost of its previous low-NA EUV lithography machines. Shipping and installation are no small feats either. A single machine weighs 331,000 pounds and arrives in 250 crates. A team of 250 engineers meticulously assembles it over a six-month installation process.
ASML and Politics:
The US has been pressuring the Netherlands, where ASML is based, to impose export controls on ASML to limit China’s access to advanced chip technology. The US argues that China could use these high-end chips for artificial intelligence, supercomputing, and weapon development. This has put the Netherlands in a difficult position, as it has to balance its own national security interests with its commitment to free trade and economic growth. China accounts for a significant portion of ASML’s total revenue. The US and Dutch export controls are expected to affect around 10 to 15 percent of ASML’s sales to China. Despite these challenges, ASML continues to sell less advanced machines to Chinese customers. The incoming CEO of ASML, Christophe Fouquet, will need to navigate this politically sensitive landscape. He will have to manage the company’s relationships with both the US and China, and make strategic decisions about ASML’s future in the midst of these geopolitical tensions.
Do you think what America is doing is correct? ASML argues that cutting out China would only help Beijing strive toward tech autonomy. So what do you think.
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