Why can’t anyone copy ASML? Every advanced AI chip, from Nvidia’s GPUs to the chip in your phone, is printed by an EUV lithography machine that only one company on Earth can build. This is the story of how ASML went from a leaky shed in Eindhoven to the most important company in the semiconductor industry, and why not even China can catch up.
Inside the machine, a laser hits a drop of molten tin fifty thousand times a second to make extreme ultraviolet light. Zeiss mirrors so smooth that, blown up to the size of Germany, their biggest bump would be a tenth of a millimeter. A wafer table that stops to within the width of an atom.
In this animated explainer we cover:
• How Philips spun out ASML in 1984 with seventeen machines nobody wanted
• Why being too poor to build its own parts became ASML’s biggest advantage
• Twinscan and immersion lithography: how ASML beat Nikon and Canon
• Why Intel, TSMC and Samsung paid for EUV together
• How an EUV machine works, and what High-NA EUV changes
• Why the blueprints are not enough: Zeiss, Trumpf and 5,000 suppliers
• China, SMIC, export controls and the race to build a copy
• How AI demand made ASML’s order book longer than ever
CHAPTERS
0:00 A drop of tin
0:26 Seventeen machines nobody wanted
1:25 Oil in the clean room
2:13 Too poor to build it
3:15 Two tables: Twinscan
3:48 A puddle of water: immersion lithography
4:55 EUV: the light nobody believed in
5:51 Intel, TSMC and Samsung make one bet
6:46 Inside an EUV machine
7:49 A whiff of oxygen
8:37 High-NA: the $380 million monster
9:10 Not in the blueprints
10:17 China and the chip war
10:53 AI and ASML’s record quarter
11:32 ASML’s weakness became its wall
Can anyone ever catch up with ASML, or does the road end at the size of an atom? Tell us what you think in the comments.
#ASML #Semiconductors #EUV #AIChips #ChipWar #Nvidia #TSMC
source
Người VN nào ở đây không?
Why they dont have legs?
Bruh do some more research before posting crap :)))) China just managed to copy it with success !
china is doing this already lol
Azt gondolom, hogy ez egy jó videó lett! Good job!
in my lifetime i bet china will master and build a copy
Lodu so many companies are working on it. So many companies have already built it. ASML is no monopoly anymore.
Tata : hold my beer 🍺
In my opinion, in five years, China will develop a lithography technology that surpasses that of ASML; this is inevitable.
Can someone TLDR? I will not watch 12 minutes of mumbling only to find a conclusion.
china china china, ASML management will say the words in a few years.
Lehet nem is akarnak oncsepet vagy mit robangatni😅
Aztán majd takaríthatják drágán
On gőzzel mi van
que porcaria de dublagem automática
ta falando em pt br, do nada passa pra espanhol, depois pra pt de Portugal
Robil som v Cine 32 rokov a viem co Cina dokaze . Viem ze uz dokazu vyrobit cip o velkosti 5 nanometrov . Je to len otazka casu …a kratkeho .
Ein absolutes Meisterwerk an Analyse! Das zeigt perfekt, warum echter Burggraben nicht aus ein paar Patenten besteht, sondern aus einem jahrzehntelang gewachsenen Ökosystem aus Spezialisten (wie Zeiss und Trumpf). Wer kein Geld hat, muss auf Integration und Kooperation setzen …und genau das macht ASML heute absolut unkopierbar.
die werden es schon iwann schaffen, denn sie haben den einen oder anderen ehemaligen ASML / Berliner Glas Mitarbeiter abgeworben und damit auch Gehimwissen
Great story-telling. I could listen to that narrator all day.
Wow it's interesting
Bence atom boyutuna ulaştığında devrimsel bir buluşla farklı bir bakış açısı ile ilerlenecektir.
For China, this is a matter of pure survival. That’s why they’ve built a machine that gets pretty close to what ASML does, even if it’s not quite on their level yet. Sure, it’s not as compact or efficient as ASML's, but it proves they are making real progress. Still, the Chinese are known for reverse-engineering everything they can get their hands on. I actually read somewhere that they once took apart an ASML machine to copy it, but couldn't put it back together and had to ship it back to ASML for repairs!
china already surpass and elon musk already bulding factory going to get all chip manufacture 90 percnt supply of 2035. europe and their stupid machine goingto trash bin
super reportaż
Staré informace. Tady je přímá konkurence
https://youtu.be/BHy-BD4E_UM?is=tzPbJ3F-8SnK6SD_
Many countries trying to crack this technology, like China, India, Russia, United States and so on. One day there would be a second company would start the race.
বাংলা audio track দেন
Wystarczy jedna zachłanna osoba która wie wszystko w tym temacie i zostanie przekupiona za większa ilość pieniędzy i tyle.
to win in the only way possible—which, incidentally, does not involve copying
The Greek dubbed sound is actually Spanish, not Greek.
この社長は究極の職人なんだね。
China is the only country capable of producing its own lithography machines. Dutch lithography machines require components and materials from multiple countries, including Chinese components, rare earth metals, and strong magnets
EU asks China not to sanction ASML supplier:
In July 2026, the EU included a number of Chinese companies in the 21st round of sanctions against Russia. China immediately retaliated and put 14 EU entities including Sindelhauser on the export control list, prohibiting them from obtaining Chinese rare earths and dual-use items. Sindelhauser is a small materials manufacturer located in Bavaria, Germany. It provides precision coatings and advanced materials to the ASML supply chain and "almost completely relies on China's rare earth supply."
Sanctions have disrupted the supply of its raw materials and could put the company out of business within months. Although ASML officially stated that Schindelhauser "is not a member of its supply chain," many media such as Bloomberg confirmed that it is part of ASML's supply chain. Once the company collapses, ASML's EUV lithography machine production may be affected.
In October 2026, EU Trade Commissioner Sefcovic visited China and discussed the "one-for-one" plan with China: the EU lifted sanctions on a Chinese company in exchange for China lifting controls on Schindelhauser. Both sides agreed to strengthen information sharing, but the plan has not yet been finalized.
The core logic of this incident is: China has demonstrated its potential influence on the European semiconductor industry in the fields of rare earths and critical minerals by accurately attacking weak links in the ASML supply chain.
Even if the United States and Japan plundered TSMC, they would not have enough electricity, transformers, circuit boards, raw materials, rare earths, and artificial diamonds…
Işıl çipler gelir muhtemelen. Hadi yapın arkasında 1 aylık düşünce var😅
イノベーションって
本当に
#貧乏との戦い
#困窮との戦い
#雨漏りとの戦い
なんだよな
😢
華々しいのは
最後の最後の最後の
#ほんの一瞬だけ
それまでの
#99パーセントは
地獄の
#困窮生活
😮
大手のエリートじゃ
耐えられないぐらい
#困窮してないと
イノベーションは
生まれないからね
😅
それも
一年も
二年も
五年も
十年も
その
#困窮生活が続く
まぁ
エリートにゃ
元々
ムリなんだよね
😅
que na, china ya esta preparando algo bueno con eso😂
Le azioni di asml in borsa quali sono ?🎉🎉🎉🎉
Have very thin legs make you a genius in silicon enginnering
No other company would have the 40 years of experience , failure and success ,but who said that a company need to start from scratch? The knowledge is there , most of them , the time uncover tmost of the discoveries , so it's not impossible
aslında bunu neden merak ettim? Huawei kendi işlemcileri neden yavaş diye araştırdım. ASML ambargo koyup makineyi vermemiş onlara. Onlarda yani nanometre ile işlemci üretmemiş.
Thx Great ❤
Kiedyś w ASML załadowałem dwa urządzenia (skrzynie) i poszło to do UK.
Çinin önündeki son büyük engel 24 saat verimli çalışabilen euv makinası onuda yaptı mı batının vay haline
Wait for 🇨🇳
128 milyar dolara yapabilirdik aslında
ASML = Alien Supermachine Learnings. They reverse-engineered a spaceship found in Roswell.
China will do it Only a matter of Time
Is China complete prototype this machine… game over for US n Europe establishment…
China hat ASML überholt…