50 | ASML & EUV Lithography Deep Dive with Asianometry

<p><span style="font-weight: 400;">My guest today is Jon from Asianometry (@asianometry), creator of the hugely popular Asianometry YouTube channel where he posts video essays on business, economics, and history within Asia.</span></p> <p><span style="font-weight: 400;">In this conversation, we cover EUV Lithography, ASML, and everything in between from how it all works to their impact on the world and what it all means.</span></p> <p><span style="font-weight: 400;">I hope you enjoy this deep dive on ASML & EUV Lithography Deep Dive with Asianometry.</span></p> <p> </p> <p><span style="font-weight: 400;">For the full show notes, transcript, and links to mentioned content, check out the episode page on </span> <a href= "https://compoundingpodcast.com/ep50"><span style= "font-weight: 400;">https://compoundingpodcast.com/ep50</span></a><span style="font-weight: 400;"> </span></p> <p> </p> <p><span style="font-weight: 400;">------</span></p> <p> </p> <p><strong>Show Notes:</strong></p> <p><span style="font-weight: 400;">[00:00:31] - [First question] - What is EUV lithography, how does it work, and why is it important?</span></p> <p><span style="font-weight: 400;">[00:06:14] - Who is ASML? </span></p> <p><span style="font-weight: 400;">[00:07:49] - Can other companies make EUV machines? How big is that jump?</span></p> <p><span style="font-weight: 400;">[00:11:17] - Describing the insanity of ASML’s EUV machines</span></p> <p><span style="font-weight: 400;">[00:14:21] - ASML’s relationship with suppliers</span></p> <p><span style="font-weight: 400;">[00:16:13] - ASML and vertical integration? Can they become a fab?</span></p> <p><span style="font-weight: 400;">[00:18:06] - Is de-globalization a threat to ASML's asset-light model?</span></p> <p><span style="font-weight: 400;">[00:18:43] - Why zero defectivity is one of EUV lithography’s key challenges to overcome</span></p> <p><span style="font-weight: 400;">[00:21:46] - The insane mirrors in an EUV machine</span></p> <p><span style="font-weight: 400;">[00:23:22] - Can