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cover of episode The strange way the world's fastest microchips are made

The strange way the world's fastest microchips are made

2024/11/13
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Key Insights

Why did ASML take a gamble on extreme ultraviolet lithography technology?

ASML likely didn't fully anticipate the immense costs and time required, but the potential payoff from dominating the market for advanced microchip etching machines was significant.

What is the significance of extreme ultraviolet lithography in the microchip industry?

It allows for the creation of smaller and more powerful microchips, essential for powering advanced AI models and other cutting-edge technologies.

How much did ASML invest in developing extreme ultraviolet lithography machines?

ASML spent over six billion dollars, significantly more than the initial investment from U.S. taxpayers and companies, which was around three to four hundred million dollars.

Why is the technology behind extreme ultraviolet lithography considered improbable?

The process involves a laser hitting a droplet of molten tin to create extreme ultraviolet light, a concept that sounded like science fiction and was deemed nearly impossible by many experts for years.

Who initially spearheaded the research for extreme ultraviolet lithography?

The research began in the 1980s, with initial efforts led by U.S. nuclear weapons laboratories and later supported by U.S. tech giants.

Chapters

The episode introduces the technology behind the most advanced microchips, focusing on the Dutch company ASML and the intricate process of extreme ultraviolet lithography.
  • Only one company, ASML, has mastered the technology for making these advanced microchips.
  • The process involves a powerful laser hitting a droplet of molten tin to generate extreme ultraviolet light, which is then used to etch circuits onto silicon wafers.
  • The technology is crucial for powering the latest AI models and is considered a matter of national security by the U.S.

Shownotes Transcript

This is the story behind one of the most valuable — and perhaps, most improbable — technologies humanity has ever created. It's a breakthrough called extreme ultraviolet lithography, and it's how the most advanced microchips in the world are made. The kind of chips powering the latest AI models. The kind of chips that the U.S. is desperately trying to keep out of the hands of China.For years, few thought this technology was even possible. It still sounds like science fiction: A laser strong enough to blast holes in a bank vault hits a droplet of molten tin. The droplet explodes into a burst of extreme ultraviolet light. That precious light is funneled onto a wafer of silicon, where it etches circuits as fine as a strand of DNA. Only one company in the world that can make these advanced microchip etching machines: a Dutch firm called ASML.Today on the show, how this breakthrough in advanced chipmaking happened — and how it almost didn't. How the long-shot idea was incubated in U.S. nuclear weapons laboratories and nurtured by U.S. tech giants. And, why a Dutch company now controls it.*This episode was hosted by Jeff Guo and Sally Helm. It was produced by Willa Rubin and edited by Jess Jiang. It was fact-checked by Dania Suleman, and engineered by Patrick Murray. Alex Goldmark is Planet Money's executive producer.Help support Planet Money and hear our bonus episodes by subscribing to Planet Money+ in Apple Podcasts) or at plus.npr.org/planetmoney).*Learn more about sponsor message choices: podcastchoices.com/adchoices)NPR Privacy Policy)