'Why The World Relies On ASML For Machines That Print Chips' an 18 min CNBC piece is quite jolly https://www.youtube.com/watch?v=iSVHp6CAyQ8

Update - I just watched it through and it's actually pretty interesting. A bit on the history, then how the tech works, then on the geopolitics of not supplying China with EUV and the like. Interviews the CEO and the Chip Wars guy.

The tech's quite cool in the latest one with 13nm UV. It's absorbed by all known substances so has to operate in a vacuum and the light is produced by them squirting liquid tin at 4000 psi and then zapping the droplets with a 30 KW laser. The machine takes three fully loaded 747s to ship.

I think this stuff may be a bit of a bottle neck with Sam Altman's proposal to invest $7tr in chip making - they are the only people making the state of the art machines and are pretty much flat out already.

Will watch. Thanks!

It is covered in Chip War, by Chris Miller. The book also details the loss of leadership by Nikon and Canon.

Thanks! Just ordered the book, hopefully will get it in time for the weekend

There's a recent article in MIT Technology Review about it (from the author of Chip Wars)

Thanks! I think it's this one if anyone else is interested: https://www.technologyreview.com/2023/06/23/1074321/chip-pat...

Check out Asianometry on Youtube

Holy shit. How have I not seen this chan before. Thanks!