Comments by "Grak70" (@Grak70) on "Asianometry" channel.

  1.  @skwalka6372  global warming is real, but it’s not a Venus scenario by any stretch of the imagination. CO2 levels have been far in excess of projected 2100 levels in the past and life was just fine. The issue is with sustaining 8B people in those conditions, not survival of life itself.
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  2. China can’t even make a working dry ArF scanner. 😆
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  3. “Necessity knows no law but to prevail.”
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  4. This tech is cute but it will never replace projection lithography. Too slow, takes too much fab floor space, and the overlay issues inherent to a rigid template are completely intractable.
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  5. I’d never heard of split manufacturing as a counterfeit countermeasure. That is kind of brilliant.
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  6. No matter what you think of either, deglobalization is not imperialism. If this seemed like a bad deal to TSMC, they wouldn’t have taken the CHIPS money. And in terms of technical achievement, where was Uncle Sam going to go for tech not even Intel can build? Nobody twisted TSMC’s dick off to build the AZ fabs.
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  7.  @punditgi  my point is regardless of the “official” word, micron is in extremely wide use. ESPECIALLY in the semiconductor industry. There’s also IUPAC names for complex organic molecules but chemists don’t use them. In this industry, “micron” is the correct choice of word. Saying “micrometer” in this field to a colleague makes you sound like a pretentious asshole.
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  8.  @Gameboygenius  I knew someone would come in hot with the whataboutism. It never fails. Yes, every country is fucked up in myriad ways. Right now, we’re talking about Japan and its stereotype as some kind of high tech wonderland when in reality a door to door salesman comes to your door to ask for tax money and you need to do physical paperwork for practically everything. Lots of places don’t even take credit cards: a technology invented over 50 years ago (although the past ten years they’ve gotten way better about this). And yes, some places in the US technically still take personal cheques. But this practice is rapidly fading. Pulling out your checkbook at a grocery store is bound to garner eye rolls from the people in line behind you, if not the cashier. It’s quintessential boomer behavior and it’s dying off about as fast as they are. I don’t know anyone under 40 who has a checkbook and uses it.
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  9.  @causewaykayak  you’re welcome!
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  10.  @WhiteOwlOnFire_XXX  so glad a figurative turn of phrase got some weird white supremacist with a keyboard to show up and tell us how brave he is. 😆 ISTFG, get more than 100 likes on a comment on an Asianometry video and 100% the weirdos and trolls will come out in droves. This channel’s fans have become the absolute worst thing about it.
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  11.  @lu544  I am pretty sure the government told them to come up with some heinous shit to kill people. No need to bring your screeching about the left into the discussion.
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  12.  @Samṣtrainss  I’d hardly call Elon Musk a scientist. 😆
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  13. Also, try tripling your chip prices to Nvidia, one of your biggest customers, and telling them to just pass on the cost to their retail customers, see what they say. 😂
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  14.  @alexanderphilip1809  I lived in Texas for 30 years and its people are no more “intelligent” than any other large state. They’re just very pro-business, which is fine for encouraging fab construction. But A, this fab won’t be built in Texas and B, TSMC work-life imbalance won’t fly in Texas either.
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  15. The number of these Japanese "pivot to success" stories where they moved in on a related but tenuously connected industry seems endless. Nintendo for example used to make playing cards.
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  16. Brace yourself. Terrible pronunciations are coming.
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  17. sto-KA-stick
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  18. Gate-all-around (a finFET with the gate completely wrapped around the channel) is already planned by Samsung and TSMC. High-NA EUV is a beast so difficult it’s really more of a successor technology to today’s EUV. Beyond that, there’s not really any clear solution for further pattern scaling. EUV itself was a pipe dream for decades until it became a necessity. We don’t really even have a serious contender for pipe dreams at this point…
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  19.  @Adamrc98  literally nobody here is saying they’re a professional. Most people are saying they’ve tried it and it sucks. That’s not incurious. And honestly, it makes you sound like exactly what you’re criticizing.
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  20. Always heard the company name pronounced “Air Li’keed” in industry. It is French after all.
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  21. That advert at 15:00 is fucking hilarious.
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  22.  @neilkurzman4907  don’t bother, it’s just some FCA Chinese troll copy-pasting their comments.
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  23.  @imeakdo7  this is an important caveat to anything China does to play catch up. Even their home grown stepper/scanner electromechanics aren’t up to snuff. China is still missing a great deal of basic know-how to even build a KrF scanner worth two farts, let alone try to solve 157’s problems.
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  24.  @xBlackWind  I’ll believe it when I see it. EUV is not something you can just rapidly catch up on. The high NA work being done now can only be built on a working knowledge of low NA technology. And even so, the same problems are going to plague any Chinese EUV scanner than plague their excimer systems: their overlay technology sucks. That’s leaving aside all the blank production, blank inspection, and pellicle technology ecosystem that had to evolve in parallel. I don’t believe this is an area where China can just play catch-up by stealing, reverse engineering, or scraping data.
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  25. Aside from not knowing the yield, not knowing the cost is just as important. MP lithography for layers that should use EUV is stupidly expensive.
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  26. Anyone can fart and file a patent on it. China can’t even make a competitive DUV tool and that’s 30 year old tech. Believe it when you see it.
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  27.  @Stephen_Ito  lol what. China has one of the biggest public capital markets in the world.
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  28.  @Stephen_Ito  the Chinese government is not going to tank its Crown Jewels by collapsing their stock price. Investors still matter hugely if those companies want to maintain market capitalization and credit worthiness. Modern China is state capitalist, not communist.
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  29. Sharp: [craters into the dirt] YouTube weebs: “another charpter on the anti-Japan war”
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  30. Also it's pretty obvious that Trudeau, while phrasing his statement like a moron, clearly meant that China's one-party rule allows it to dictate policies and pivot quickly to implementing them. In a political system that inherently must compromise to enact policy, that IS a challenge Western democracies have to contend with.
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  31. Nikon tried, but they backed the wrong horse on EUV source technology (DPP vs LPP). That coupled with ASML’s patents on dual stage technology to augment the throughput requirements at the low wafer plane powers EUV started at and ASML’s strong partnership with Zeiss who were way ahead on the reflective optics pretty much doomed Nikon’s efforts. Canon, the only other major exposure tool maker, largely dropped off the map after dry ArF and never recovered.
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  32.  @agsystems8220  I’ll believe China will catch up on EUV after they’ve produced, say, a working KrF scanner.
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  33.  @agsystems8220  I’m not saying they can’t do it. They just have a hell of a long row to hoe first.
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  34.  @chrismofer  somewhere between $0.05 and $0.15 per unit seems about right. They are usually not sold directly though. The filter is part of an amplifier or signal package chip that sells to the end user for a couple bucks.
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  35.  @_Chad_ThunderCock  no, it won’t. It’s too slow. I worked for the research group that invented step and flash 20 years ago. It has the same problems it did back then despite all the advancement. In the meantime, EUV went from impossible to production. Most hurdles can be overcome, but if your final solution isn’t cost effective, it’s dead. NIL may be useful for some applications, but you will never see one in production for advanced node logic or memory. I’d bet my house on it.
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  36.  @_Chad_ThunderCock  companies spend tons of money on strategic failures all the time. Look how much Meta has wasted on its moronic business VR platform. I have worked in this industry for 25 years. NIL has applications, but as far as challenging ASML for mass production of semiconductors, it’s a turd that simply will not polish.
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  37. Second this in general. KLA’s story just as a company is long and interesting.
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  38. They also wear our gearboxes faster because when the rotor is in vertical alignment, one blade experiences a drop in lift due to the wind shadow of the support structure, putting a backward directed torque perpendicular to the rotation on the rotor shaft.
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  39. I mean, good luck inventing immersion and EUV from scratch. China has been dumping money into government tech programs and domestic foundries for 20 years and still can’t build a stepper worth a shit.
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  40. There is no stepper infrastructure for reticles other than 4x and 5x. You can do whole wafer masks aligners, but those have resolution limits and defect issues that can’t even break 3-5um in most cases.
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  41. They reflect the light from a source. In the on state, the pixel is bright. When the mirror tilts, it turns the pixel off.
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  42.  @RandomPerson-vf3ld gee thanks Neil Degrasse Autism. If only you’d been around in 1929 all those people wouldn’t have thrown themselves out of windows.
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  43.  @leechjim8023  it’s ironic you used an EUV video to plop down this soap box because the basic research behind EUV was developed through a government agency and the IP is licensed to ASML through a US holding company. That’s why the US government can stop ASML from selling to China: they’d revoke their IP licenses.
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  44. In this case it was a mistake. The original quote was clearly about bulk pricing on a unit basis, not the total cost of 50 million filters.
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  45. The part that doesn’t get mentioned very often is how much of a pain in the ass it is to send objects into orbits or intercept trajectories closer to the sun than earth. Think about how easy it is to throw something out from a carousel versus in, relative to the ground frame of reference.
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  46.  @calvinhobbes1617  I work with these tools daily. No ASML tool in existence uses both refractive and reflective optics in the actinic path.
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  47.  @calvinhobbes1617  well your information is about 20 years out of date then.
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  48.  @transcrobesproject3625  it’s stupid.
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  49. ASML did produce a model 1100A and 1100B ArF scanner, but as I recall not many were produced. It was the first commercial Twinscan Atlas body ArF tool ASML made. I worked on one in my first photo engineering job. It really felt like ASML was using us to test their software. Constant bugs, software updates, and crashes. It sucked.
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  50.  @dexlab7794 in other words, communism can’t succeed unless the whole world is communist to start with. Way to blame the failures of communism on literally anything but itself.
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