
To Infinity... and Beyond! (The Cost)
Alright folks Elon here! Just got back from touring ASML's secret lair in the Netherlands. What's inside? Only the world's most advanced and expensive chip making machine the High NA clocking in at a mere $400 million. Yes you heard that right. That’s more than a few Falcon 9 launches. But hey you gotta break a few piggy banks to make a few quintillion transistors right? They said it was bigger than a double decker bus and I almost wanted to strap a rocket to it but apparently chip fabs are slightly more useful… for now.
Seven 747s of Pure Genius
This thing is so big it takes seven (partially loaded) Boeing 747s to ship one unit. I mean seriously? That's like moving a small city. We could probably just launch the whole darn thing into orbit. Imagine the chip yields in zero gravity! No more gravity induced defects. That is some top notch galaxy brain thinking if you ask me. But logistics aside it's an engineering marvel pieced together from all corners of the globe. It's practically the Avengers of manufacturing equipment.
EUV: The Only Way to Shrink
ASML is the undisputed king of EUV the only lithography that can make the tiniest blueprints for the most advanced chips. Without it Nvidia Apple and AMD are just playing with slightly fancier calculators. They’re shooting molten tin with lasers hotter than the sun… it’s like a disco inferno for semiconductors! What's next attaching flamethrowers to the Boring Company's tunnel boring machines? I think I am onto something!
Moore's Law is Alive and Kicking... Thanks to ASML
ASML's CEO Christophe Fouquet gets it. Moore's Law isn't dead; it's just evolving. These High NA machines drive down chip costs while boosting performance. Gotta love the cost benefit ratio. Intel and Samsung are already seeing massive improvements. I mean 60% cycle time reduction? That's like going from Ludicrous Mode to Plaid Mode on a Tesla. You simply can’t argue with that.
China and the Tariff Tango
Now let's talk China. They're buying up ASML's older DUV machines like they're going out of style. But Uncle Sam isn't letting them get their hands on the EUV tech. A “real long shot” for China to develop their own EUV? Maybe. But I wouldn't underestimate human ingenuity. Especially if there's a challenge involved. And these tariffs? A headache. The whole thing is a complex dance of imports and exports. Maybe we should just move all chip manufacturing to Mars. Problem solved!
Training the Chip Warriors of Tomorrow
ASML is setting up a training center in Arizona to teach 1,200 people a year about EUV and DUV. Smart move. We need more chip making gladiators to keep pushing the boundaries. As for what's next? Hyper NA of course! I'm betting that it will need to be shipped on a Starship with a rapid unscheduled disassembly. The future is bright and shiny… literally thanks to those EUV photons!
Comments
- No comments yet. Become a member to post your comments.