Odd Lots ASML, the Obscure Powerhouse at the Cutting Edge of Chip Technology
Nov 15, 2021
Chris Miller, an Assistant Professor at the Fletcher School and author specializing in the semiconductor industry, dives deep into the fascinating world of ASML, a little-known giant driving advanced chip technology. He explains how ASML's cutting-edge Extreme Ultraviolet Lithography is essential for producing modern chips and explores its historical roots and dominance in the market. The conversation also touches on supply chain complexities and the geopolitical challenges impacting the semiconductor landscape, making ASML a key player on the global stage.
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Nikon's Missed Opportunity
- In the 1990s, Nikon chose not to pursue EUV technology, despite Japanese origins of EUV physics research.
- ASML became the sole innovator, betting on and developing EUV, achieving dominance.
ASML's Origin Story
- ASML's roots trace back to U.S. military research in the 1950s on miniaturizing transistors.
- U.S. chip makers turned to ASML due to quality and to reduce reliance on Japanese suppliers like Nikon and Canon.
US Role in ASML's Success
- Despite being Dutch, ASML's success stemmed from U.S. government support and collaboration with national labs on EUV technology.
- U.S. companies like Intel invested heavily in ASML's development, contributing to its global supply chain.
