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The Semiconductor Frontier

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Released on Patreon on Nov 6, 2025
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We’ve discussed how essential semiconductors are in our increasingly technological world, so here’s an update on ASML’s new High-NA EUV lithography machines.

ASML already builds the most advanced chipmaking tools, but these new models could enable chip designs at 1 nanometer or even smaller. Intel is betting on this new technology and could have mass manufacturing by the end of the decade, which would change the competitive landscape with TSMC. SK Hynix is similarly prepping new tech for these memory chips, which could give it the leg up on Samsung.

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