How ASML's Chipmaking Machines Shape the AI Supply Chain

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00:00ASML is the company that sits at the heart of your phone, your laptop and the AI revolution.

00:06And yet most people will never have heard of it.

00:09It is the only company on earth capable of making the machines that print the tiniest

00:15circuits on the most advanced chips.

00:18So this is the very first ASML lithography machine.

00:23It's about the size of an American fridge.

00:25The most modern and most up-to-date lithography machines made by ASML are about the size of

00:29a double-decker bus.

00:31The extreme ultraviolet lithography machine, ASML's crown jewel, costs more than $300 million

00:38and according to some analysts contains more than 100,000 parts.

00:43So as well as being at the very cutting edge of the global chip ecosystem, ASML is also this incredible supply chain operation.

00:52Just for one single ASML machine they depend on about a thousand different suppliers.

00:58companies feeling hundreds of thousands of individual parts.

01:02This is one module.

01:03It's a laser amplifier.

01:05Today's top semiconductor firms, the likes of Nvidia, AMD and Micron, design the chips.

01:11Their designs are sent to foundries like TSMC and Samsung which manufacture the chips, mostly in Asia.

01:17And for the most advanced semiconductors, those foundries depend almost entirely on EUV machines from ASML, all made in the Netherlands.

01:27The industry's great challenge is the one it's faced for decades, fitting more and more computing power on less and less space.

01:36Minervat box art to see less space.

01:37Canvas

01:40Books

01:41一