Us Startup Substrate Announces Chipmaking Tool That It Says Will Rival Asml
Postedabout 2 months agoActiveabout 2 months ago
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US startup Substrate claims to have developed a chipmaking tool rivaling ASML, but the community is skeptical about the validity of their claims and their ability to challenge ASML's dominance.
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Source: https://substrate.com/our-purpose
https://news.ycombinator.com/item?id=45767013
Discussing a blog entry titled "I think Substrate is a $1 Billion Fraud".
Also the company seems to be well-connected to the Trump-admin. Which I guess could be a good thing?
In terms of real-world results -- highly unlikely. In terms of funding - for sure.
A bonkers idea if true. Trying to create TSMC and ASML in one company doubles your challenges. We've seen just how hard Intel has found being a fab and they are using ASML machines.....
My theory is that they're carpet bombing the news and blogs with marketing pieces to get US Fed and more VC interest in this to secure financing. Note the strong nationalistic framing around building in the USA and it being an imperative of US place in the world.
...and China bad (incl. military supremacy). I wonder how much more obvious it should be.
https://www.youtube.com/watch?v=h_zgURwr6nA
Its an industrial flight video through a ASML TWIN Exe HighNAV.
Here is also a presentation of ~45min at CCC / Germany (in English language) which I highly recommend to watch:
https://www.youtube.com/watch?v=NdppYYfQJgg
Especially the explanation how they use two milisecond laser shots to first molt the tin and then distribute it symetrically(!!!) with a second shot across the surface.
There IS NO change that this startup will be able to somehow compete, if even Chinese state actors cant do it (yet).
In any case they aren't competing on EUV but on packaging and xray(which probably won't work without new science as it's been done to death) so your comment is moot.
https://ourworldindata.org/grapher/gdp-per-capita-worldbank?...
Discussion: https://news.ycombinator.com/item?id=45745536
Matching that would be... impressive.
Sure not all of it, but a HUGE part of it.
So I suggest ignoring all of the Substrate hype until they share some proof.