Consider checking out the Asianometry Patreon ( www.patreon.com/Asianometry ). The Early Access Tier grants access to a bunch of other videos queued up for future release.
@tankman13203 жыл бұрын
*Removed by the Chinese government
@davidmueller36503 жыл бұрын
@obimk1 Infineon is also mentioned on his overview. Infineon is the only chip manufacturer from/ in Germany.
@tonnieuwenhuizen57103 жыл бұрын
‘
@marksmadhousemetaphysicalm29382 жыл бұрын
Look up Toshiba...they sold milling technology to the USSR in 1987...who used it for weapons technology...these cnc milling machines were developed by the US with Toshiba...similar situation to this...Toshiba was banned from selling in the US any of its products and its corporate leaders were arrested...🤷♂️ corporations need to be careful when trying to play superpower politics...it usually doesn't end well.
@TymexComputing2 жыл бұрын
Is the asml export ban the reson why i cannot buy Rasp* PI Zero 2 W?
@The2006Scaper3 жыл бұрын
I work here at ASML in logistics as a team lead. It's an amazing place to make a career and the technology here is incredible
@justinlei77713 жыл бұрын
You guys do modern day witchcraft lmao
@TipseyTiger19963 жыл бұрын
I can second what Colin said. I'm only working at ASML for 9 months so far, but it's been an amazing experience. I work in the twinscan factory as a test engineer, great place to be.
@andytay17973 жыл бұрын
glad that one of a company that shape the future
@robertotomas3 жыл бұрын
Do you actually supply anything critical to tsmc? I thought you did for Intel not tsmc. Not really trusting this video
@robertotomas3 жыл бұрын
@@din-kin thanks but that explanation uses a logical fallacy; that what is true in general must be true in specific. What is needed is a demonstration of the business arrangement specifically describing this use at tsmc, and agreeing receipts from asml
@rawnanle3 жыл бұрын
This channel proves how high quality research can carry videos without any editing or any videos, its basically a slideshow with very high quality researched content being narrated at the back.
@PretentiousStuff3 жыл бұрын
true
@TheNefastor3 жыл бұрын
That's because it's all about information and knowledge. People who seek that will not care about flashy editing. We are a minority, unfortunately.
@darwinwins2 жыл бұрын
@@TheNefastor oh how persecuted you are. ffs.
@TheNefastor2 жыл бұрын
@@darwinwins how do you leap from "we're a minority" to "we're persecuted" ? I'm a minority in the same sense the "top 1%" are a minority 🤣
@reservoirman2 жыл бұрын
ie lecture
@josuad68903 жыл бұрын
So basically, in cooking, this would be the scenario: ASML: The one that provided the oven, blender, etc for cooking TSMC: The cook himself that magically turn flour and egg into bread with help of the oven etc. NVIDIA, AMD, etc: The one that make the recipe for TSMC to cook. Silicon wafer supplier, chemical supplier, etc: The one that supplies the cook with flour and eggs. And last but not least, YOU: The one who bought, and (hopefully) enjoy the bread.
@kospencer13 жыл бұрын
US: Golden Ramsey who shouts are you fucking kidding me? but seriously I am not kidding, nothing can happen without US giving the OK.
@nlegacy69403 жыл бұрын
Yes and then you have Apple, HP, Dell, Sony etc. Who turn the bread into really nice burgers, doners and sandwiches for us to eat 😁
@user-ze6qx1py2l3 жыл бұрын
very vivid explanation! like it.
@The101Superman3 жыл бұрын
And Trumpf is providing the strongest CO2 Laser ever build using Optical Components supplied by Zeiss in cowork with the Fraunhofer Institute. These are all companies and institutes which are the best in their field.
@liupeyhwa3 жыл бұрын
And China is the one try to steal the recipe , Hijack the oven maker and kill the chef to make their own bread !
@stevenpelayo94183 жыл бұрын
Great job! I covered ASML/Cymer in the late 90s and TSMC for the last 15 years. This was a solid report!
@tommylasatira3 жыл бұрын
Great video! I worked 5 years at ASML as a mechanical design engineer. Great company with a lot of tech know how. I also worked 2 months for ASML in Taichung doing installs of the NXT1950. I was really impressed by TSMC fabs. They had great food during lunch. Tasted exactly as my mum cooking.
@unvergebeneid3 жыл бұрын
So basically this is technology that is so advanced that it took an international effort to achieve it, like say the ISS. And soon we'll all have it in our everyday devices. We live in amazing times!
@carso15003 жыл бұрын
The ISS, ITER, the hadron colider, etc, yeah those are some of the most advanced and powerful machines in human history and all of those are huge international efforts
@adventuriffic3 жыл бұрын
No better way to prep for an interview with TSMC than watching your videos!
@shawnbegay49663 жыл бұрын
That's what brought me here too. I have an application/resume submitted for a position with TSMC in Phoenix. I gained exposure to ASML through Cymer DUV light sources. I also gained experience at the Intel Ocotillo campus in Chandler.
@RK-cj4oc Жыл бұрын
Did you get the job?
@RK-cj4oc Жыл бұрын
@@shawnbegay4966 Did you get the job?
@ronross97523 жыл бұрын
Thanks for the great report. I live in the Netherlands and have been 'following' ASML for the last few years. I can imagine there will be a lot of political pressure building up after the recent huge order from SMIC. I really like your content, I am half Chinese so I find your videos very interesting with regard to the historical evolution of Asia. Thanks and keep up the great work.
@Joepert3 жыл бұрын
Damn Asml headquarters is like 2km away from me. Interesting what someone else thinks of the company.
@alexlo77083 жыл бұрын
Its soaring up and win over the Japanese manufacturers just because US has patronaged them. I've just known.
@The2006Scaper3 жыл бұрын
I work here at ASML in production planning logistics. It's an amazing place to make a career
@zenova99263 жыл бұрын
@@The2006Scaper how much you get paid??
@user-ir2fu4cx6p3 жыл бұрын
@@zenova9926 you should ask him what requirement to get hire, payment is last thing I think off with such amazing company
@sparschaler35362 жыл бұрын
How well known are they around the area?
@TPM1883 жыл бұрын
Most people did not know ASML need TSMC's feedback to improve it's EUV. Both companies need each other.
@NickCincotta3 жыл бұрын
Great insightful video! And a nice message at the end to boot. I've been watching a lot of videos in your series and really enjoying them - keep up the great work!
@Fatmetal3 жыл бұрын
Great video. Two of the most important companies currently on this planet imo, so both a no brainer investment. Semiconductors will power the digital revolution in all sectors
@ev96373 жыл бұрын
Chang is credited with pioneering the foundry concept, in 1987, when he founded TSMC with backing from the Taiwanese government and Netherlands-based Philips Electronics. For that achievement, Chang will receive the 2011 IEEE Medal of Honor.
@ichoudhury0072 жыл бұрын
Love that Cake analogy. It all came together for me, when I realized I couldn’t make the delicious cake because I couldn’t lay an egg; I depended on my supply chain - the chicken 🐔
@CautionCU2 жыл бұрын
Re: trade wars and patriotism, (as an American) I am honestly happy to see a restoration of China after many many tough years. I hope that they will grow a more progressive and open society so that they can overcome their demographic problems and maintain much of their boom into the future.
@g.a.vanegdom13903 жыл бұрын
Speaking from Holland, this video could be about "this rather obscure company" TSMC :D
@Fee.13 жыл бұрын
Excellent telling of the story. Thanks. I was wondering where you’d go with it given the title is like asking Ford or Bosch but you tied it together well
@cklim36143 жыл бұрын
Very well detailed and interesting presentation. Thanks for the effort
@James-bv4nu2 жыл бұрын
The relationship between semiconductor equipment manufacturer and customer is a symbiosis. The EUV technology is jointly developed by ASML and TSMC; like ASML being the production and TSML being the QA. ASML could not produce EUV equipment in a vacuum (no pun intended); the product needs to be honed by iterative feedbacks from TSMC. That is why Intel did not insist on exclusivity and allowed TSMC and Samsung to also be customers. There is both ASML and TSMC IP in the EUV technology. If that were not the case, then EUV equipment would have been off-the-shelf product, and Intel would have already attained 7nm. It's a silly question ASML or TSMC; like Laurel or Hardy? Or Martin or Lewis?
@alexlo77083 жыл бұрын
Netherland ASML sit on it's nearest foundry, Global foundry in Dresden Germany. But one who make it most effective become Taiwan TSMC.
@ff000053 жыл бұрын
Uuh, quality content! The algorithm has dug up something useful for once.
@gwizzler3 жыл бұрын
this made me laugh, thank you
@Kent__the_Baker Жыл бұрын
I find the content of the channel to be awesome. Glad the algorithm recommended it, been binging on it for the last couple of weeks, everything from ASML to a sausage museum in Taiwan. I work as a baker so was pleased that you used the baking analogy. I don't use expensive EUV machines. Do use a machine that was patented maybe 120 years ago. Metallurgy has gotten better so the blades may be harder and thinner but it is the same form factor. State of the art is state of the art.
@johnsavard75833 жыл бұрын
I've heard a lot about ASML recently because of news items about them being prohibited from selling to Chinese chipmakers.
@geneballay9590 Жыл бұрын
My second (time lapsed) time to watch this video, and I found there were yet more details to learn. Your videos have brought home to me the worldwide importance of a few key companies. Thank you for the work and for sharing.
@bradleynorton3365 Жыл бұрын
I think you make some of the best, most informative videos on KZbin. Thank you very much for posting these.
@steeletait12543 жыл бұрын
I work at ASML headquarters in Veldhoven Netherlands. Its absolutely amazing great work/life balance, amazing facilities and some of the brightest people in the industry.
@maximme2 жыл бұрын
next do a video How TSMC beat Intel whilst using the same basic ASML equipment.
@sooocheesy3 жыл бұрын
Part of the reason the US has a standing in banning the export of EUV technology is that the other suppliers involved in the process - Applied Materials/LAM research/Cymer - are all US companies. Without the whole set of tools, the EUV scanner by itself cannot produce wafers.
@Timberjagi3 жыл бұрын
its a bit in the middle, Cymer is owned by ASML. ASML bought the euv light source from Cymer but they made very little improvement on it. After they bought Cymer ASML started helping the development of the light source and finally made it working. officially the USA can only decide banning export with products over 25% made in the USA. the EUV machine of ASML only contains 16% (that is why the USA is working hard on changing the 25% rule).
@carlosbah46233 жыл бұрын
And many other parts involved in the process are from other countries. Do they have also "banning rights"?
@Timberjagi3 жыл бұрын
@@carlosbah4623 the USA actually believes they have the single right. if you ban an export product that they need get ready for sactions
@chadwi46483 жыл бұрын
4:20... The most love ever given to a scientist. :)
@truusspam29023 жыл бұрын
Note that ASML would have finished EUV without the co-investment program. The program was started to speed up the development so that ASMLs costumers wouldn't delay on their roadmap. ASMLs DUV platform has been the main finacial driver to the development of EUV. Also note that a lot of the technology in an ASML system is coming from the US: Reticle Stage, Light Source, Alignment sensor, Brion Technologies.
@qedqubit3 жыл бұрын
what i don't get is : if so much deep E-UV comes from America, WHY can't iNtel get beyond 14 nm ?
@larslala77523 жыл бұрын
Note.. the investment made by Intel,Samsung and Tsmc was also related to research the 450 mm wafer platform and the feasibility of 450 mm wafer... 400 enigeers worked for almost on that concept. Intel, Samsung and Tsmc pushed very hard for this 450mm wafer stepper.. other waferfab suppliers didnt like the idea at all, due to revenue loss. 450mm wafer would create a lot more chips on to a single wafer. So these suppliers where afraid that they would sell less equipment.. asml didnt mind the idea because the litho steps.. how many time the wafer was exposed on the scanner would stay the same.. Asml stopt the program due to uncertain times in de microchip market and want to speed up Euv. Also note. Intel made a hugh profit when selling the asml shares from the co investment program.
@janleijssen58573 жыл бұрын
@@larslala7752 correct
@Gemarica3 жыл бұрын
ASML does generally not fall under US export restrictions. Originally an export license was issued,. The Americans put pressure on the Dutch government to (temporarily) revoke the license a bizarre interview with the US ambassador Hoekstra made also clear that the US had no real possibility to prevent the deliveries to China other than threatening their US based operation.
@Asianometry3 жыл бұрын
I’m curious about your first claim. Why does ASML not fall under us export restrictions?
@johnnanlohy14503 жыл бұрын
Germarica gave the correct answer
@tgwashdc3 жыл бұрын
High quality deep research and well articulated. Clears the fog of sovereignty in US trade actions. Keep up the good work.
@shazmosushi3 жыл бұрын
4:49 For those interested video is titled "TSMC is more than just Taiwan", direct link below
@shazmosushi3 жыл бұрын
Direct link: kzbin.info/www/bejne/pHTRd2CfZr13n7c
@jonathanang37323 жыл бұрын
The analogy at the end is really good and funny lol
@ev96373 жыл бұрын
Or Philips ? Philips is the original investor founder of Both companies pcworld article 149795
@alastairbarkley65722 жыл бұрын
Is the idea of immersion lithography so wacky and inspired? Using fluid immersion to increase the refractive power of Hi-mag objective lenses is as old as the compound microscope - more than 100 years! As an early 70s med. student, I was using oil immersion microscopy to look at tissue samples. Immersion in optics is NOT new even if immersion lithography is.
@gabrielwong19912 жыл бұрын
Without ASML, I wouldn’t enjoy my electronics (5800x, 3080, iPad, pixel 5) so thank you for 30 years of EUV hard work
@chubbygardener3 жыл бұрын
This channel is a treasure, thanks KZbin
@mkdmitry2 жыл бұрын
Great history review! thx!
@lil----lil3 жыл бұрын
this is a very good example of when NATIONS working together to achieve something incredible - that NO one nation would have achieved by itself. Too costly prohibitive or too complex. The end result is NOTHING short of changing the lives of EVERY HUMAN BEING ON EARTH. If you've ever touched or used a PC!
@danielch66623 жыл бұрын
It isn't right that one of the partners somehow has greater say and can dictate to the other partners.
@rudycramer2257 ай бұрын
I like the commentary. Nice and dry and well delivered.
@MrWaterbugdesign2 жыл бұрын
I'm a retired software engineer and was working in the middle of tech in 1980's. It was easy to be in the "middle" of tech back then because it was so small. One area I worked in was CDs and Philips was a player but always seemed lagging and old. Now I happen to see a video about EUV and wow, pretty cool to see how people stuck at it and invented something so remarkable. Same with AMD. They were always the red headed step child and now I hear how dominate they are. So impressive. Makes me almost want to get back to programming but unfortunately software development really hasn't changed from the 1980's. The debate is still which text editor to use. TEXT EDITOR??? We use ASCII art to try and document code. Crazy.
@user-yu1br6gk8d3 жыл бұрын
Astonishing video!!KZbin recommended me this channel!!!
@probablyaman3 жыл бұрын
the scientist mentioned 04:17 is actually called Burn-Jeng Lin. Obviously it is a Chinese name with its phonetic sound. Burn is 本, which means the core. Jeng is 堅, which means strong. So two words together means "a strong core". Pretty amazing I think!
@DavidvanDeijk2 жыл бұрын
I worked at ASML at the EUV department, and about the nationalism, around 50% of the people working on it are from all over the world, the EU, latin america, asia, from everywhere. Science is an international project. And so is true for leading edge lithography efforts.
@rajarsi64382 жыл бұрын
The world of science is a completely different theme. It means to have knowledge which is always correct. You're only referring to the world of managing dead, inert nature.
@DavidvanDeijk2 жыл бұрын
@@rajarsi6438 engineering takes a lot of scientific knowledge. ASML could not build their current machines without great progress on the scientific front. Both science and the things ASML does are very international efforts. Have a good wednesday.
@rajarsi64382 жыл бұрын
@@DavidvanDeijk Well, you're simply wrong. You live in the world of entropy, about science you haven't got a clue.
@joostvisser85373 жыл бұрын
I live in the town where ASM International used to be before it collaborated with Philips to make ASML. Not sure what to make of it. Pretty cool I guess
@Asianometry3 жыл бұрын
I’d love to visit someday.
@qedqubit3 жыл бұрын
i just wanna know what the heck the splitting-forking history between Philips-ASM-ASML is ! (and what is the diff between ASM & ASML now ?)
@springrollwang44413 жыл бұрын
@@qedqubit ASM is for diffusion which is not so critical like lithography (ASML), ASM makes oven, asml makes space ship laser weapon
@qedqubit3 жыл бұрын
@@springrollwang4441 Thanks for clearing that up 😃 !
@ryancharles46163 жыл бұрын
Wasn't the deal interupted due to the fact that semiconductor equipment can be considered dual-use goods, meaning that they can be used for commercial, but also military use?
@rogerwilco23 жыл бұрын
I think it really shows how connected our manufacturing and economies have become. And also how dependent we are on each part of the chain.
@jb_au2 жыл бұрын
that was a thoughtful coverage of a complicated topic. Well done. I thoroughly enjoy your content.
@gfddxxvhtrdjjgftz18243 жыл бұрын
I'm invested in ASML, NVIDIA and AMD!
@JamesCook761313 жыл бұрын
RISC v ftw. Might want to add Apple to that list.
@odaialzrigat3 жыл бұрын
Wonderful video! Your videos are niche ! Can you please talk about US semiconductor suppliers such as Applied materials, LKA and Lam research ?
@333hifi2 жыл бұрын
Thanks for your videos!!! I really appreciate the effort you must put into your research and in presenting a balanced and fair presentation of complicated subjects. You should be proud of your wonderful work and effort. Thanks again 😀
@nicknorthcutt7680 Жыл бұрын
Just like you said, both companies are equally as important. Love your content man
@pohkhui3 жыл бұрын
The bottle line is piece of cake 😁 Anyway, thank for the amazing video. 👍👍👍
@unclepete1002 жыл бұрын
International cooperation at its best. Good to see humans are able to work together for a common goal, whilst also being fierce competitors. There seems to be hope for humanity yet, judging by this vid 👏👏👍
@blainelanders23613 жыл бұрын
Thank you sir. I find it interesting that the technology leaders on this planet seem so sluggish in progressing to a smoother "global" effort from efficient supply chain to final product. But instead we still struggle with the constant bickering of politics and the resulting destabilization of armed conflict. We need to grow up and act like a planet instead of a sphere covered in borders that hinder our progress as a civilization. With that said, even our biggest corporations seem to be leaning to aggressive competition. "The people who can destroy a thing, they control it.” ― Frank Herbert, Dune
@richardwhitehouse87623 жыл бұрын
Thank you for this video and making commercialisation of this highly complex technology understandable. I hadn't appreciated the US origins of it before and now I understand (even if I don't agree with) the leverage they are applying. Quite why the US thinks this is a zero sum game is anyone's guess. Given the eye-watering costs of building semi-conductor facilities, the intense competition and the extreme business cycle, it will be fascinating to see who are are the ultimate winners
@himanshusingh52143 жыл бұрын
This shows the power of mainland Western Europe + 5 eyes. The productivity per person is so high because of the R&D at the cutting edge for the last few centuries. Although I don't know much about the technological power of New Zealand
@opsxp233 жыл бұрын
Great video, you cleared up the questions I had about that technology band against China.
@jack8n2 жыл бұрын
Damn this is some very technical-sounding ASMR ...oh wait
@JohnNy-ni9np3 жыл бұрын
Seem you forgot to mention Carl Zeiss, the company who make optical lens for ASML.
@bodgertime3 жыл бұрын
and now, Zeiss makes the mirrors. The 13.5 nanometer wavelength EUV lithography doesn’t use any lenses. I been researching it all weekend kzbin.info/aero/PLubug6BndRhg4yuSGGr-W6WUEjjtF_cR8
@Knorrkator3 жыл бұрын
What about Zeiss or Trumpf? They also seem to play a major part in the development
@ralftammiste45743 жыл бұрын
the analogy at the end. lol
@anthonymullen6300 Жыл бұрын
It's been 2 years but that was brilliant.. This mind bending technology is a global collaboration of brilliant people, making our lives a little better.
@johnli67823 жыл бұрын
You only answer the question whether ASML or TSMC is more important. Your answer is that they are both important. Ultimately, that is equivalent to saying every contributing effort going into making a product is important. However, it sounded like you believe that because the EUV is an American founded (not owned, not possessed, but founded in 1997, or 24 years ago, and is receiving royalties) technology, and though it has sold to another its manufacturing rights, the US retains the authority to dictate to whom the manufacturer may sell the final product. Is this the argument you are making??? While one could always prevent another from selling anything to a third party, I don't believe the owner of the royalty rights has the legal authority to dictate to whom the manufacturer may sell its product.
@AndrewSmith-cd5zf2 жыл бұрын
I wasn’t sure if it’s as the chicken or the egg so I bought shares in both 🐣
@hoogstraten42712 жыл бұрын
How cute.
@yamikirin3 жыл бұрын
I have never heard of ASML but I know of ASM Pacific. maybe you can do a video about them too?
@thomson7653 жыл бұрын
ASM pacific is part of ASM International (one of the ASML founders)
@gravityskeptic86972 жыл бұрын
Being Dutch: If the US thinks there should be restrictions on certain tech not ending up in the hands of China, we should listen. Even if we have to learn the US standpoint from an incoherent tweet from President Trump, instead of using diplomatic channels.
@lashlarue79242 жыл бұрын
Well, the CCP’s actions in Tibet, Hong Kong, Xinjiang, the East Vietnam Sea, and Taiwan are not exactly kind, nor benevolent… 😒
@teemuvesala95752 жыл бұрын
Biden is very coherent. Its not like he forgets what hes saying every minute.
@gregparrott2 жыл бұрын
Interesting perspective. I wish this was the first of the 'Asianometry' videos that the YT algorithms had presented to me, as it provides good context.
@peterpayne22193 жыл бұрын
Great content, and I love your blog too. Subscribed to this channel and also your newsletter!
@plwn64682 жыл бұрын
An incredible real industrial story. I learned or rediscovered many insights. In particular, industrial success still requires, today, many years of stamina and determination. A far cry from the Start-up Nation pointless concepts.
@bringy66143 жыл бұрын
Great video with great substance. Thanks for sharing man. I would also add that there are other players in the market like Applied material and Lam research (founded by Chinese immigrant ).
@Asianometry3 жыл бұрын
I hopefully can do videos for those as well. Thanks for watching
@ZeroG2 жыл бұрын
Finally a good video on why TSMC has its lead. The question is, why doesn't Intel have this yet? Did they choose not to retool while TSMC did?
@EdwindeJong03 жыл бұрын
Thank you for making this video. You have brought me into a better perspective of understanding the forces at play here.
@SianaGearz2 жыл бұрын
I think successes are only a part of the story of how accomplishments came to be; the often forgotten part is the failures. The scientific and business endeavours that attempted working in the same goal field effectively pruned the field of approaches until the most viable ones remained, where a prediction wasn't possible, so even when they failed, they contributed to the end goal.
@vohen73623 жыл бұрын
This will be interesting but why should we compare a fundry to a tech designer and builder ? There are both part of the eco system,one is the arms dealer and the other one is the consumer. its not only ASML,its ASML and ZEISS. Neverthless it will be very interesting. I own alot of shares on both sides and i support both companies but ASML and ZEISS are the h20 and oxygen of the ecosystem.
@spoonikle3 жыл бұрын
EUV is critical to the planned obsolescence of semiconductors and the products produced with them. If the chips don’t get faster - we keep using them as we are. Our systems run great under linux, old hardware keeps chugging along great - few parts ever need to be replaced, the CPU is a part with a 20 year life-span. Mobile devices will still have software bloat and built in batteries to keep the sales going, but the workstation and server market would dry up really quick
@lashlarue79242 жыл бұрын
This perspective DESPERATELY needs more amplification! There is lots of value yet in older silicon!
@user-pk6ud3uj4h3 жыл бұрын
Watches that video about semionductors... and now I wanna have a cake...
@WillemSchouten3 жыл бұрын
Great video that highlights the various parties that contributed to the creation of these wonderful chips. Proud of my country; didn’t realize how important ASML is! :-) Homage to Gilles Holst, the founder of Philips Natlab!
@leeloong883 жыл бұрын
Your video is underrated thank you for making this
@alfong82793 жыл бұрын
Excellent reporting and analysis, thanks!
@caroliensche132 жыл бұрын
from my point of view - what is most critical for EUV are the optics. Not only have these to be precise to the sub-nanometer level, but also higly impact the energy transmission and hence throughput, and stability (absorption causes thermal issues). Optics have been developed in Europe. I wouldn't agree in giving this credit to the U.S. The source has been developed in the US, but until ASML bought Cymer it was a big struggle.
@holthuizenoemoet5912 жыл бұрын
ASML is our Dutch pride, however its still unknown to most of the Dutch
@deusexaethera2 жыл бұрын
What is ASML? It's ASMR when you only have your left earbud in. :P
@anhLe-hn3ig2 жыл бұрын
Excellent work. Witty commentary. Love it!
@juanandrade29983 жыл бұрын
I went to see the ASML price and it seems you jinxed it with your video 😂. Very nice video btw.
@aplebian70973 жыл бұрын
ASML is always expensive unfortunately... A company whose stock always trades at a premium. Best thing you can do is look long-term, bite the bullet or wait for a tiny pullback, it's the best one can do.. (or wait for a market crash or a global chip oversupply).
@jfolz3 жыл бұрын
That cake analogy just doesn't work and it feels like a slap in the face to ASML. There's literally more private companies that operate rockets capable of flying to other planets than manufacturers of cutting edge lithography equipment. Not to downplay the achievements of TSMC. They're clearly #1 in the world at operating these machines, but they would be back at square one if they had to use a different supplier. Meanwhile ASML can happily to sell anyone their machines.
@dj41123 жыл бұрын
Amazing videos dude.. keep doing it
@williamlouie569 Жыл бұрын
In this field it's winner takes all. Now there are only three serious players left. TSMC, Samsung, Intel(maybe ).
@hopydaddy3 жыл бұрын
It took us a while to go from neolithic stone knife to making nano scale chips...
@gwizzler3 жыл бұрын
What an excellent video! thank you for sharing the knowledge
@justinchong11363 жыл бұрын
wow was thinking this. Thanks for content.
@liquidmobius2 жыл бұрын
A thing, a breakthrough thing, sexy beast 🤣🤣🤣
@marktrinidad76503 жыл бұрын
Will EUV LLC receive royalties forever? Or does it have a certain period where royalties end?
@danielch66623 жыл бұрын
Patents do not last forever. After that, they become public domain.
@Paul_C Жыл бұрын
It had a 30 year lifespan.
@tianzining3 жыл бұрын
Great job! I was wondering your background...can’t think about any guy capable to know all theses information and also having time fooling around to be an KZbinr
@terenceaaron19993 жыл бұрын
He did say he was a financial analyst before. I think he just has an interest in a wide array of issues.
@v2o32 жыл бұрын
Both TSMC and ASML are great companies. But Samsung and Intel can also make chips with EUV. Neither TSMC nor Intel or Samsung could without ASML.
@davidpupu3 жыл бұрын
if intel has the same ASML machine like TSMC, why intel stuck at 14 mn, and still struggle in 10 nm. may be can be a good video
@qualquan2 жыл бұрын
one cannot compare products arranged in series like asml and tsmc or tsmc and nvidia comparisons can only be made between parallel products like tsmc and intel or asml and amat
@MrJohnverkerk2 жыл бұрын
Is there anything about the Dutch as a people that has influenced the making of ASML?