ASML: TSMC's Critical Supplier, Explained
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- Опубліковано 13 лип 2024
- TSMC is the world's largest independent semiconductor foundry. It has a 50% share in the market. They supply fabless chip designers like Apple, Nvidia, Qualcomm and AMD. There has been a lot of press and interest recently in its work.
But TSMC has its own suppliers too. These are the people who make the super cutting-edge machines that TSMC operates 24/7. Dutch multinational ASML is TSMC’s most important supplier and the maker of the EUV equipment critical to its N7+ and N5 processes.
In this video I am going to profile this rather obscure company and examine its relationship with TSMC. I’ll also help answer the question of who is “more important” so that the fanboys can better score points against each other on internet boards. Face-off! Who matters more!?
Spoiler alert: They both matter a whole lot to each other.
Errata:
3:33 I misspoke. TwinScan was first released 2001, not 2006.
Links:
- My video on TSMC and Taiwan with additional background on EUV development: • TSMC is more than just...
- The Asianometry Newsletter: asianometry.com
- Patreon: / asianometry
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.
*Removed by the Chinese government
@obimk1 Infineon is also mentioned on his overview. Infineon is the only chip manufacturer from/ in Germany.
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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.
Is the asml export ban the reson why i cannot buy Rasp* PI Zero 2 W?
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
You guys do modern day witchcraft lmao
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.
glad that one of a company that shape the future
Do you actually supply anything critical to tsmc? I thought you did for Intel not tsmc. Not really trusting this video
@@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
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.
true
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.
@@TheNefastor oh how persecuted you are. ffs.
@@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 🤣
ie lecture
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.
US: Golden Ramsey who shouts are you fucking kidding me?
but seriously I am not kidding, nothing can happen without US giving the OK.
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 😁
very vivid explanation! like it.
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.
And China is the one try to steal the recipe , Hijack the oven maker and kill the chef to make their own bread !
Great job! I covered ASML/Cymer in the late 90s and TSMC for the last 15 years. This was a solid report!
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.
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!
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
No better way to prep for an interview with TSMC than watching your videos!
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.
Did you get the job?
@@shawnbegay4966 Did you get the job?
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.
Most people did not know ASML need TSMC's feedback to improve it's EUV.
Both companies need each other.
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!
Damn Asml headquarters is like 2km away from me. Interesting what someone else thinks of the company.
Its soaring up and win over the Japanese manufacturers just because US has patronaged them. I've just known.
I work here at ASML in production planning logistics. It's an amazing place to make a career
@@The2006Scaper how much you get paid??
@@zenova9926 you should ask him what requirement to get hire, payment is last thing I think off with such amazing company
How well known are they around the area?
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.
Very well detailed and interesting presentation. Thanks for the effort
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.
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
I think you make some of the best, most informative videos on UA-cam. Thank you very much for posting these.
that was a thoughtful coverage of a complicated topic. Well done. I thoroughly enjoy your content.
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
Astonishing video!!UA-cam recommended me this channel!!!
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.
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 🐔
Speaking from Holland, this video could be about "this rather obscure company" TSMC :D
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 😀
Excellent reporting and analysis, thanks!
Great content, and I love your blog too. Subscribed to this channel and also your newsletter!
The bottle line is piece of cake 😁
Anyway, thank for the amazing video. 👍👍👍
Uuh, quality content! The algorithm has dug up something useful for once.
this made me laugh, thank you
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.
Great video, you cleared up the questions I had about that technology band against China.
What an excellent video! thank you for sharing the knowledge
I've heard a lot about ASML recently because of news items about them being prohibited from selling to Chinese chipmakers.
High quality deep research and well articulated. Clears the fog of sovereignty in US trade actions. Keep up the good work.
Netherland ASML sit on it's nearest foundry, Global foundry in Dresden Germany. But one who make it most effective become Taiwan TSMC.
Amazing videos dude.. keep doing it
Your video is underrated
thank you for making this
Great video very clear and to the point
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.
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?
wow was thinking this. Thanks for content.
That was a really nice video!
I like the commentary. Nice and dry and well delivered.
4:20... The most love ever given to a scientist. :)
This channel is a treasure, thanks UA-cam
Excellent work. Witty commentary. Love it!
Great history review! thx!
Another excellent video.
Thank you for making this video. You have brought me into a better perspective of understanding the forces at play here.
Amazing video!
Just like you said, both companies are equally as important. Love your content man
Without ASML, I wouldn’t enjoy my electronics (5800x, 3080, iPad, pixel 5) so thank you for 30 years of EUV hard work
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
4:49 For those interested video is titled "TSMC is more than just Taiwan", direct link below
Direct link: ua-cam.com/video/nCnF-i1XDiU/v-deo.html
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.
what i don't get is : if so much deep E-UV comes from America, WHY can't iNtel get beyond 14 nm ?
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.
@@larslala7752 correct
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 ).
I hopefully can do videos for those as well. Thanks for watching
The analogy at the end is really good and funny lol
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.
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!
It isn't right that one of the partners somehow has greater say and can dictate to the other partners.
Wonderful video! Your videos are niche ! Can you please talk about US semiconductor suppliers such as Applied materials, LKA and Lam research ?
Excellent well researched report and critical thinking comments ! Thanks
next do a video How TSMC beat Intel whilst using the same basic ASML equipment.
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.
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).
And many other parts involved in the process are from other countries. Do they have also "banning rights"?
@@carlosbah4623 the USA actually believes they have the single right. if you ban an export product that they need get ready for sactions
Love this channel do Nio next
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.
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!
I'm invested in ASML, NVIDIA and AMD!
RISC v ftw. Might want to add Apple to that list.
what is the role of fibre optics temperature sensor and position sensor in semiconductor manufacturing? does ASML have those technologies in their machines?
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.
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 👏👏👍
I went to see the ASML price and it seems you jinxed it with your video 😂.
Very nice video btw.
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).
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.
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!
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
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
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.
I’m curious about your first claim. Why does ASML not fall under us export restrictions?
Germarica gave the correct answer
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 UA-camr
He did say he was a financial analyst before. I think he just has an interest in a wide array of issues.
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.
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.
@@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.
@@DavidvanDeijk Well, you're simply wrong. You live in the world of entropy, about science you haven't got a clue.
Very good presentation,analysis. By the way, I am not sure, have you mentioned an yeast? ... software I mean, like Synopsys, MentorGraphics or even Caltech. Regards MT.
I know they exist but haven’t done a video on them yet. Trying to think of an Asian angle
Damn this is some very technical-sounding ASMR
...oh wait
Or Philips ? Philips is the original investor founder of Both companies pcworld article 149795
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?
Thanks very interesting.now in this time of chip shortage especally in automotive Kulicke&soffa 'also Dutch' could also become a more known company.
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
I’d love to visit someday.
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 ?)
@@qedqubit ASM is for diffusion which is not so critical like lithography (ASML), ASM makes oven, asml makes space ship laser weapon
@@springrollwang4441 Thanks for clearing that up 😃 !
can u do a video analyzing the other equipment vendors, like etch ?
Seem you forgot to mention Carl Zeiss, the company who make optical lens for ASML.
and now, Zeiss makes the mirrors. The 13.5 nanometer wavelength EUV lithography doesn’t use any lenses. I been researching it all weekend ua-cam.com/play/PLubug6BndRhg4yuSGGr-W6WUEjjtF_cR8.html
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?
It’s really amazing technology domain the semiconductor industry but there are only handful competitors or manufacturers who are taking advantage of it. Very amazing industry but a complex one.
What about Zeiss or Trumpf? They also seem to play a major part in the development
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.
Brilliant metaphore
I have never heard of ASML but I know of ASM Pacific. maybe you can do a video about them too?
ASM pacific is part of ASM International (one of the ASML founders)
Another great video! Do we know if the restriction of Chinese buyers impacts ASML’s bottom line? From what I saw recently, all production from ASML was booked. HoweverI assume additional demand from China would have provided more reason for larger production lines.
As far as I can tell, their revenue is tied to their production and they can only make so much. As I wrote in my other TSMC capex video, it’s likely that TSMC bought and will buy everything it can possibly get
Nice … video as well as narration
the analogy at the end. lol
good chanel！
great video! whats next after EUV?
The reality is that there won’t be a successor to EUV technology for decades or ever. As other advance known technologies such as X-ray, Nanoimprint Lithography and Multi-Electron beam lithography have significant limitations and inferior capabilities compared to EUV. Regardless there is still much we can do to improve with EUV. As there is already work and roadmaps at ASML to increase the Numerical Aperture to allow the resolution to reach 6.7nm or even 4nm.
isn't tsmc already testing their 5nm node with 3nm on the horizon? (or are you talking about a different measurement?)
@@johnuferbach9166 The resolution I am talking about is in relation to the lithography source. Which is the laser/light source that is used to make patterns.
The node names that manufacturers use are supposed to be in relation to the gate length. However in reality they are simply market terms. As they have no connection to the size of the gate or any aspect of the transistor.
I wasn’t sure if it’s as the chicken or the egg so I bought shares in both 🐣
How cute.
I have a question, not related to the video's topic. If the audio narration and the subtitle doesn't agree with each other, which should that precedence? For example, at~9:30, he said that EUV LLC have invested in the research for 30 years, but the subtitle said 3.
What do you think about Infineon?
Pretty sure all the hardware fanbois never heard of ASML until now, TSMC is always in mainstream news.
Chances are most people haven't heard of TSMC before the semiconductor shortage either. And in all fairness, semiconductor supply chains are generally a pretty niche topic ¯\_(ツ)_/¯