ASML is selling the equipment that will take chips to the 1nm node

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ASML logo on a smartphone turned in landscape mode with computer screens in the background.
The world's two top foundries are, in order, TSMC and Samsung Foundry. Both started working extreme ultraviolet (EUV) lithography into their chip production back in 2019 which set the stage for chips to be made using nodes under 7nm. You see, lithography machines etch circuitry patterns onto silicon wafers to help build semiconductors. The lower the process node, the smaller the chip's feature set including transistors.

Smaller transistors mean that more of them can fit inside a die; with tens of billions of transistors inside modern chipsets (for example, the 3nm A17 Pro sports 20 billion transistors in each chip!) these circuitry patterns must be extremely thin. And that is where the EUV lithography machine comes into play. It is built by just one company in the entire world, Dutch firm ASML. Keep in mind that the higher a chip's transistor count, the more powerful and/or energy-efficient that chip is.

The next generation of extreme ultraviolet lithography machines has already started shipping. Intel, which promised to take back process node leadership in 2025 from TSMC and Samsung Foundry, was the first to purchase the new $400 million high-NA EUV machine which increases the numerical aperture (NA) from 0.33 to 0.55. This allows the machine to reduce the smallest feature it can print by 1.7 times and increase the transistor density of a chip by 2.9 times.


While the first-gen EUV helped foundries crack the 7nm node, the high-NA EUV machines will take chip-making to the 1nm process node and lower. ASML says that the numerical aperture, which is what the "NA" abbreviation stands for in high-NA, measures the ability of the optical system to collect and focus light. The higher NA of .55 on the next-gen machines is what helps the new gear perform better than the first-gen machines.

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While Intel has reportedly reserved 11 high-NA EUV units including the first one which has already been installed, TSMC plans to use the new machine in 2028 with the 1.4nm process node, or in 2030 with the 1nm node. Next year, when it starts 2nm production, TSMC will continue to use the first-gen EUV lithography machines. Intel, on the other hand, is looking to use the High-NA machines to help it catch up to TSMC and Samsung Foundry. The latter expects to obtain its first high-NA machine in early 2025.


However, Intel is still dealing with low yields, red ink, and a tumbling stock price which got the company's shares booted from the U.S. stock market's 30-stock Dow Industrial bellwether where it was replaced by Nvidia. Things are going so poorly for Intel that it is outsourcing its production down to 3nm to TSMC.

As for China's top foundry and the third largest in the world after TSMC and Samsung Foundry, SMIC isn't allowed to purchase even a first-generation EUV lithography machine due to U.S. sanctions. Instead, ASML is stuck using even older Deep Ultraviolet (DUV) lithography machines which have kept SMIC from building Kirin chips for Huawei at a node more advanced than 7nm.

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