Hey, author of the piece here. Glad people seem to have enjoyed it. If you're looking for more sources on ASML/EUV I put together a bibliography of things I looked at while writing the piece https://neilhacker.com/2026/04/28/asml-article-bibliography/
It's been mentioned before, but Chris Miller's Chip War from a few years back is an excellent, very-readable book on the topic. Goes into depth on the history and development of chips and their production. He did the rounds on the interviews back then, and it's definitely worth a read. The EUV stuff is great, but I particularly liked his history on how the USSR was always going to lose and how integral Apollo really was.
Yeah… when I’m eating breakfast, a lecture is not what I’m after. I watched that Veritasium video a while back and was glued to it. Any other presentation style and I probably would have completely skipped it (thinking I’ll watch it another time knowing I would never go back to it).
> By betting on extreme ultraviolet lithography long before it worked, ASML became the chokepoint for cutting-edge chips.
Makes one wonder: Would we be much better off of worse off if we reshaped society to do more of things, where a new technology is unlikely to work but highly beneficial in the limits? Would we sooner have 10 additional ASMLs or waste a lot of resources?
Big gambles have big risks. It's the gambler's folly, after a big win (ASML's EUV) to say, gee, we should have bought more lottery tickets! Next time, it all goes on red!
What is no longer mentioned is that ASML made another big gamble at the time they started on EUV. They decided to make an all-in-one chip making machine that took silicon and output chips (instead of matrices of chip circuits laid out on a wafer).
On paper, the machine would save a lot of money for the fab houses. IRL: no one asked for it, and no one was willing to risk their entire production on a single, untried, swiss army knife of a fabricator.
The whole program was a wash. People were reassigned and the project died a very quick death. ASML lost a ton of money on this misguided attempt, but not enough to choke them.
So, they rolled the dice twice, and one gamble paid off handsomely. If it went the other way, they'd be a smaller company, and Moore's Law would be overshooting reality. If neither paid off, they'd be DOA.
The timelines matter as well: They were working on EUV at Zeiss (who make the lensing/mirroring systems) already in 2005. That's about 20 years of development.
We could have more ASML's immediately if we eradicate the desire to covet technology for one in-group, over another.
> reshaped society
Invalidate all of ASML's patents = get cheaper chips, sooner.
It is intellectual property which gives some of us the ability to build these things and sell them to others - get rid of this phony concept and we can have more nice things...
Every part of this technology is astounding and you need a reasonable basis in physics to truly appreciate just how astounding it is. And the tolerances are so ridiculously precise, it boggles the mind.
Even before you get to the lithography machine you need silicon. For a long time we've known how this is done. You create what's called a boule, which is where you create a cylinder of almost pure silicon by seeding molten silicon with a crystal and slowly forming it. You then cut the boule into the silicon discs we often see. That machining and polishing itself has to be super-precise.
But I can remember when the tolerance for impurities was at 1 part per 300 million. I read recently that even 1 part per billion is now too impure. And that makes sense. The biggest chips are what? 80 billion transistors? I seem to remember NVidia makes chips in that range (or rather TSMC does for NVidia). At 1ppb that might make ruining your chip just too likely.
So my point is that there's a whole industry to make super-pure silicon which itself took amazing advancements and without that this machine would be a lot less useful.
Another part that amazes me is just how pervasive multiple layers on chips have become. I can remember when that was novel. The upper layers are made by cheaper machines with EUV reserved for a transistor "base layer" where all the interconnects really are.
It's amazing just how many problems had to be solved to make this posible.
> These machines are roughly the size of double-decker buses. To ship one requires 40 freight containers, three cargo planes, and 20 trucks. They are the world’s most complex objects. Each contains over one hundred thousand components, all of which have to be perfectly calibrated for the machine to produce light consistently at the right wavelength.
As a software engineer by trade, the above parable communicates to me two very important things and little else by comparison: that the machines are ultimately fragile and nowhere near "optimised", since the complexity is by own admission substantial to put it mildly; the machine is not a commodity, exactly, one of the million pieces breaking subtly likely renders it inoperable; its cost is proportional to its complexity (read: astronomic); by mere fact it's a focal point of geopolitics only supports the rest of the argument it's a machine of current stone age much like siege engines were at some point the closely guarded secret win-or-lose multiplers of feudal culture.
I mean it's certainly interesting to read about the complexity, but reducing the complexity and commoditising the whole thing is what's really going to be impressive I think :-)
I am probably speaking out against the nerd in us, and none of what I said should detract from enjoying the article or the subject, it's just that I think complexity here is the giveaway of us not having conquered UVL exactly, not quite yet :-) Or maybe we lack the right materials which would allow us to reduce the machine or make it less complex or prone to calibration related errors.
Indeed, all this reminds me of the marvel that is mechanical timekeeping - incredibly complex engineering that would ultimately be surpassed by dirt cheap electronics.
What is the corresponding revolution in chip production? I imagine something like FPGAs for litography - a wafer that can somehow work on another wafer in a sandwich-like configuration. Such a process could potentially improve on each iteration and thus get very good, very fast.
It is unavoidable that, at some point, China will have its own matching or better machine because they obviously how incredibly strategically important it is.
Non-zero chances - yes. Unavoidable - I wouldn't be so sure. I can't imagine how many top human-hours and cutting-edge inventions involved to construct this machine. And much of this simply cannot be stolen or bought, no matter how much money you have.
One can ballpark it, during EUV commercialization, ASML had 15k employees, Zeiss 3k, Cymer 1k. 20 years of non priority commercial development, lots of setbacks. Final integration ~5k suppliers. For reference commercial aviation Boeing/Airbus with as 100k employees, 50k suppliers. And we don't even know it's correct technical roadmap. Initially they thought synchrotron better than plasma/LPP but went with latter because synchrotron too expensive, now EUV machine prices ballooned to multiple synchrotron price. Don't be surprise if we find it dead end non competitive tech in 5-10 years if PRC or JP figures out SSMB/FEL etc, LPP may become economically uncompetitive and all ASML EUV becomes stranded assets. This real possibly because while ASML LPP works, it works at far higher cost than original projections, i.e. it's overbudget techstack with lethal scaling costs.
On paper EUV relatively modest undertaking vs commercial aviation, EUV deeper integration vs commercial aviation breadth, but in terms of scale of effort for nation state coordination, EUV probably all things considered, easier to replicate because it has no regulatory slowdown, it's purely host country physics problem. Having enough talent and throwing it at problem x espionage x poaching talent x time will likely solve precision physics problem sooner than later. Vs commercial aviation which has complicated geopolitical/regulatory hurdles and magnitude more suppliers and scale. TLDR EUV has smaller organizational surface area for determined state to pursue through concentrating $$$, talent and effort. You can buy a ex ASML to bootstrap EUV development, much harder to get globe to buy COMAC without decades of airworthiness. There's a reason western analysts predict PRC EUV in 2030s (meanwhile PRC already beat prototype estimate timeline), but probably not realistic for global COMAC in same timeframe, and PRC been hammering at commercial aviation seriously long before EUV.
It has never happened in the history of the world that a company or country could maintain its technological advance indefinitely.
Either China will catch up on this or that particular technology will become obsolete. But it is certain that they won't stay behind forever (measured in a small number of decades at most).
I mean you’ve definitely just had technology disappear though, usually because of war. Damascus Steel was a lost military tech. We could certainly end up just accidentally (or worse, intentionally) bomb this stuff out of existence so nobody has it.
i find it hard to believe that there is no equivalent anywhere else in the world. there is so much talent out there and the stakes are so high that it seems like an inevitability.
whatever many secrets are involved, information wants to be free and it's hard to believe that others won't figure it out.
by the time they do catch up we better be steps ahead. what's after EUV?
> i find it hard to believe that there is no equivalent anywhere else in the world. there is so much talent out there and the stakes are so high that it seems like an inevitability.
Well, even jet engine manufacturing is something that China is behind in (relatively speaking), and it (seems?) is simpler than some of the stuff in EUV machines.
- ASML's High-NA EUV machines ready for high-volume production
- Machines have processed 500,000 wafers, showing technical readiness
- Full integration into manufacturing expected in 2-3 years, ASML's CTO says
After that, it may be X-rays.
A disruptive step would be to move to 3D printing, but that (among other issues) is too slow at the moment. Maybe, ideas from nano robotics (https://en.wikipedia.org/wiki/Nanorobotics) can help there.
> A disruptive step would be to move to 3D printing
The lithography equivalents of that are laser direct write lithography and e-beam lithography. They've been used for decades in research labs, but they're impossibly slow for any mass production.
Atomic Semi are trying to make some derivative of these processes happen at a commercial scale.
Honestly I thought the same, but after watching a couple of videos on how EUV actually works, and what ASML (and the 1,200 other specialized companies that feed into its supply chain) built..
I can understand why you can't just take one apart and copy it.
There's (apparently) 4 decades of accumulated cutting edge scientific research that has gone into these machines.
I suspect the machinery, process and human expertise required to simply produce the parts required for these machines is the real moat (oh and I guess the US-led export controls too).
The build tolerances for components are incredible. There are 11 primary mirrors in an EUV machine, each one has something like 100 coats of ultra-pure materials that are precisely deposited in picometer-thick layers with tolerances in the nanometers, across a 1-meter wide curved surface.
Then you have to position the mirrors perfectly inside the machine, again with tolerances in the nanometers.
So even if you know what you need to do, having the equipment and expertise to do it is a different thing.
And that's just one part of the 100,000+ parts that make up an EUV machine.
I worked on part of it in 2006-8. I noticed that our office waste wasn't being shredded, and asked my boss why not...
"With all the problems we have getting this to work? We ought to ship our drawings to our competitors to slow them down!"
Very tongue-in-cheek, but... yeah. The entire machine underwent a massive overhaul when it was discovered that bare, unoxidized titanium in the presence of elemental hydrogen would absorb so much it became brittle. Who knew? Maybe some few chemists, but none worked in ASML design, as it happened.
If there's really such a bottleneck around ASML, why not design some extra chips for legacy processes that presumably already have well known design workflows?
I mean we're not talking AMD FX and Core 2 Duo here, it's Raptor Lake and Zen 3, it's perfectly viable and still being sold in droves right now.
That’s what the likes of AMD with their chiplet design have been doing.
There’s also the issue of older process nodes not being profitable enough anymore, which explaines why at the height of the chip supply crunch older ARM chips were in short supply but there was ample stock of the 20nm feature-sized RP2040.
This is gonna sound super dumb, but I'm not sure how they aren't being profitable if there are shortages, just price things beyond break even level? The average person can't even tell the difference between a Core 5 and a Core 5 Ultra, you can practically sell them at the same price and I'm not even sure they'd notice when actually using them. The performance jump is relatively minor and the bottlenecks are elsewhere.
It mostly comes down to the consumer market not being significant enough by itself. A consumer may not notice a 10% increase in performance per watt or dollar. A large office building probably will, and a datacenter definitely will.
I don't think I'm being entirely hyperbolic when I say the consumer market only exists to put devices that can connect to and feed the datacenter loads into the general populations hands.
Isn't exactly this what China is doing? Apart from poaching ex ASML employees? Now reaching 7nm, and just throwing up more energy to catch up in FLOPS like Jensen said?
Because very large share of market now are datacenters. Difference from desktop is dramatic - for desktop really acceptable very simple chips with bad energy efficiency, but DCs already deal with extremely high power consumption, as they typically "compress" so much consumption in one rack, that constantly working near to physical constraints.
That's the AI hype narrative, but aren't server CPUs only like 25% of the total market? That's tiny compared to consumer volume, though revenue is likely on par given the higher cost per unit.
> aren't server CPUs only like 25% of the total market?
Yes and no. If just formally calculate, yes, servers are small market volumes. But, they are much less constrained financially, than private person, so from same fab one could earn much more money if sell to server market, than if sell to consumer market.
I don't think that's correct, server chips aren't really "more expensive" than consumer chips when you correctly account for performance. Older-gen server chips have comparable performance to new top-of-the-line consumer chips and sell for a similar price. Newer-gen server chips in turn are priced at a premium over the current value of the older-gen, to account for their higher performance. The lower financial constraints don't enter into it all that much.
You can't make desktop computer 4 times larger but there's very little preventing you form putting 4 racks where you had 1 before. If the floor space is the expensive part of data center then probably some incentives are misaligned.
For about price of land and connectivity - in large city land price begin on few millions dollars per square kilometer, and usage of cable channels could cost from 50$ per meter (easy could be 200$/m).
Plus, space arrange could last years.
Heat dissipation in range of megawatts could be just prohibited by local regulations.
So, space in large cities is very serious problem, and for business it is usually easier to "compress" as much computing power as possible in one rack.
AMD hiding Threadripper behind their back: Uh yeah what a terrible idea, we definitely didn't actually do that. Making a CPU that's twice the size, how ridiculous would that be right?!
You cannot place dc anywhere, in large cities space is extremely constrained, and land is extremely expensive.
Also big problem - connectivity - you cannot place DC where it cannot be connected to power grid and to very powerful network.
So yes, DC floor space is severely limited.
And the third issue - last decades, rack servers dissipate extremely large amounts of heat, I hear numbers up to tens Kilowatts per rack, which is just hard to dissipate with air cooling (as example, all IBM Power servers have option of liquid cooling, but this is totally different price range).
Hey, author of the piece here. Glad people seem to have enjoyed it. If you're looking for more sources on ASML/EUV I put together a bibliography of things I looked at while writing the piece https://neilhacker.com/2026/04/28/asml-article-bibliography/
It's been mentioned before, but Chris Miller's Chip War from a few years back is an excellent, very-readable book on the topic. Goes into depth on the history and development of chips and their production. He did the rounds on the interviews back then, and it's definitely worth a read. The EUV stuff is great, but I particularly liked his history on how the USSR was always going to lose and how integral Apollo really was.
For anyone interested in the topic I highly recommend this Veritasium video: https://www.youtube.com/watch?v=MiUHjLxm3V0
I recommend the Asianometry channel, he has a good series of videos about ASML, TSMC, chip fab supply chain, the Japan photo resist monopoly, etc
https://m.youtube.com/c/Asianometry/videos?ra=m
Asianometry is fantastic
The Veritasium video is good but their "newscast" style with constant back-and-forth cuts to talking heads can make the presentation a bit disjointed.
The more straightforward video of ASML EUV is from Branch Education: https://www.youtube.com/watch?v=B2482h_TNwg
Because that vid gives an overview of the whole machine, it gives context to what each scientist is talking about in the Veritasium interviews.
Thank you! The video you recommended definitely goes more in depth. I still like Veritasium's style more but it's just personal preference ofc
Yeah… when I’m eating breakfast, a lecture is not what I’m after. I watched that Veritasium video a while back and was glued to it. Any other presentation style and I probably would have completely skipped it (thinking I’ll watch it another time knowing I would never go back to it).
Great video and I think the only way to truly grasp the complexity of EUV lithography as a layman.
one thing not mentioned is how China is using the older tech DUV's to print advanced chips
since replicating EUVs is close to impossible.
> By betting on extreme ultraviolet lithography long before it worked, ASML became the chokepoint for cutting-edge chips.
Makes one wonder: Would we be much better off of worse off if we reshaped society to do more of things, where a new technology is unlikely to work but highly beneficial in the limits? Would we sooner have 10 additional ASMLs or waste a lot of resources?
Big gambles have big risks. It's the gambler's folly, after a big win (ASML's EUV) to say, gee, we should have bought more lottery tickets! Next time, it all goes on red!
What is no longer mentioned is that ASML made another big gamble at the time they started on EUV. They decided to make an all-in-one chip making machine that took silicon and output chips (instead of matrices of chip circuits laid out on a wafer).
On paper, the machine would save a lot of money for the fab houses. IRL: no one asked for it, and no one was willing to risk their entire production on a single, untried, swiss army knife of a fabricator.
The whole program was a wash. People were reassigned and the project died a very quick death. ASML lost a ton of money on this misguided attempt, but not enough to choke them.
So, they rolled the dice twice, and one gamble paid off handsomely. If it went the other way, they'd be a smaller company, and Moore's Law would be overshooting reality. If neither paid off, they'd be DOA.
The timelines matter as well: They were working on EUV at Zeiss (who make the lensing/mirroring systems) already in 2005. That's about 20 years of development.
We could have more ASML's immediately if we eradicate the desire to covet technology for one in-group, over another.
> reshaped society
Invalidate all of ASML's patents = get cheaper chips, sooner.
It is intellectual property which gives some of us the ability to build these things and sell them to others - get rid of this phony concept and we can have more nice things...
I mean, it’s been tried; a reading of relevant historical texts would give you lots of ammunition to support either argument.
Wow. I see the head of Charlie Chaplin inside the center machine unit. Do you see it?
> To ship one requires 40 freight containers, three cargo planes, and 20 trucks.
Is this just restating the size of the same shipment three times?
No, its emphasizing that the size of the shipment necessitates multiple high capacity logistic steps.
Every part of this technology is astounding and you need a reasonable basis in physics to truly appreciate just how astounding it is. And the tolerances are so ridiculously precise, it boggles the mind.
Even before you get to the lithography machine you need silicon. For a long time we've known how this is done. You create what's called a boule, which is where you create a cylinder of almost pure silicon by seeding molten silicon with a crystal and slowly forming it. You then cut the boule into the silicon discs we often see. That machining and polishing itself has to be super-precise.
But I can remember when the tolerance for impurities was at 1 part per 300 million. I read recently that even 1 part per billion is now too impure. And that makes sense. The biggest chips are what? 80 billion transistors? I seem to remember NVidia makes chips in that range (or rather TSMC does for NVidia). At 1ppb that might make ruining your chip just too likely.
So my point is that there's a whole industry to make super-pure silicon which itself took amazing advancements and without that this machine would be a lot less useful.
Another part that amazes me is just how pervasive multiple layers on chips have become. I can remember when that was novel. The upper layers are made by cheaper machines with EUV reserved for a transistor "base layer" where all the interconnects really are.
It's amazing just how many problems had to be solved to make this posible.
> These machines are roughly the size of double-decker buses. To ship one requires 40 freight containers, three cargo planes, and 20 trucks. They are the world’s most complex objects. Each contains over one hundred thousand components, all of which have to be perfectly calibrated for the machine to produce light consistently at the right wavelength.
As a software engineer by trade, the above parable communicates to me two very important things and little else by comparison: that the machines are ultimately fragile and nowhere near "optimised", since the complexity is by own admission substantial to put it mildly; the machine is not a commodity, exactly, one of the million pieces breaking subtly likely renders it inoperable; its cost is proportional to its complexity (read: astronomic); by mere fact it's a focal point of geopolitics only supports the rest of the argument it's a machine of current stone age much like siege engines were at some point the closely guarded secret win-or-lose multiplers of feudal culture.
I mean it's certainly interesting to read about the complexity, but reducing the complexity and commoditising the whole thing is what's really going to be impressive I think :-)
I am probably speaking out against the nerd in us, and none of what I said should detract from enjoying the article or the subject, it's just that I think complexity here is the giveaway of us not having conquered UVL exactly, not quite yet :-) Or maybe we lack the right materials which would allow us to reduce the machine or make it less complex or prone to calibration related errors.
Indeed, all this reminds me of the marvel that is mechanical timekeeping - incredibly complex engineering that would ultimately be surpassed by dirt cheap electronics.
What is the corresponding revolution in chip production? I imagine something like FPGAs for litography - a wafer that can somehow work on another wafer in a sandwich-like configuration. Such a process could potentially improve on each iteration and thus get very good, very fast.
Rule of thumb: when something is being called "The World's Most Complex Machine", its either CERN's Large Hadron Collider or an ASML EUV machine.
In this case, its the latter.
It is unavoidable that, at some point, China will have its own matching or better machine because they obviously how incredibly strategically important it is.
Non-zero chances - yes. Unavoidable - I wouldn't be so sure. I can't imagine how many top human-hours and cutting-edge inventions involved to construct this machine. And much of this simply cannot be stolen or bought, no matter how much money you have.
One can ballpark it, during EUV commercialization, ASML had 15k employees, Zeiss 3k, Cymer 1k. 20 years of non priority commercial development, lots of setbacks. Final integration ~5k suppliers. For reference commercial aviation Boeing/Airbus with as 100k employees, 50k suppliers. And we don't even know it's correct technical roadmap. Initially they thought synchrotron better than plasma/LPP but went with latter because synchrotron too expensive, now EUV machine prices ballooned to multiple synchrotron price. Don't be surprise if we find it dead end non competitive tech in 5-10 years if PRC or JP figures out SSMB/FEL etc, LPP may become economically uncompetitive and all ASML EUV becomes stranded assets. This real possibly because while ASML LPP works, it works at far higher cost than original projections, i.e. it's overbudget techstack with lethal scaling costs.
On paper EUV relatively modest undertaking vs commercial aviation, EUV deeper integration vs commercial aviation breadth, but in terms of scale of effort for nation state coordination, EUV probably all things considered, easier to replicate because it has no regulatory slowdown, it's purely host country physics problem. Having enough talent and throwing it at problem x espionage x poaching talent x time will likely solve precision physics problem sooner than later. Vs commercial aviation which has complicated geopolitical/regulatory hurdles and magnitude more suppliers and scale. TLDR EUV has smaller organizational surface area for determined state to pursue through concentrating $$$, talent and effort. You can buy a ex ASML to bootstrap EUV development, much harder to get globe to buy COMAC without decades of airworthiness. There's a reason western analysts predict PRC EUV in 2030s (meanwhile PRC already beat prototype estimate timeline), but probably not realistic for global COMAC in same timeframe, and PRC been hammering at commercial aviation seriously long before EUV.
It has never happened in the history of the world that a company or country could maintain its technological advance indefinitely.
Either China will catch up on this or that particular technology will become obsolete. But it is certain that they won't stay behind forever (measured in a small number of decades at most).
Right but if you dont say how long it will take them, youre not really saying anything.
> measured in a small number of decades at most
By "a small number of decades" do you mean from now, or starting from 15 years ago when the ASML Twinscan NXE:3100 made it debut?
I mean you’ve definitely just had technology disappear though, usually because of war. Damascus Steel was a lost military tech. We could certainly end up just accidentally (or worse, intentionally) bomb this stuff out of existence so nobody has it.
i find it hard to believe that there is no equivalent anywhere else in the world. there is so much talent out there and the stakes are so high that it seems like an inevitability.
whatever many secrets are involved, information wants to be free and it's hard to believe that others won't figure it out.
by the time they do catch up we better be steps ahead. what's after EUV?
> i find it hard to believe that there is no equivalent anywhere else in the world. there is so much talent out there and the stakes are so high that it seems like an inevitability.
Well, even jet engine manufacturing is something that China is behind in (relatively speaking), and it (seems?) is simpler than some of the stuff in EUV machines.
High-NA EUV, apparently. https://www.reuters.com/business/asml-says-next-gen-euv-tool...:
- ASML's High-NA EUV machines ready for high-volume production
- Machines have processed 500,000 wafers, showing technical readiness
- Full integration into manufacturing expected in 2-3 years, ASML's CTO says
After that, it may be X-rays.
A disruptive step would be to move to 3D printing, but that (among other issues) is too slow at the moment. Maybe, ideas from nano robotics (https://en.wikipedia.org/wiki/Nanorobotics) can help there.
> A disruptive step would be to move to 3D printing
The lithography equivalents of that are laser direct write lithography and e-beam lithography. They've been used for decades in research labs, but they're impossibly slow for any mass production.
Atomic Semi are trying to make some derivative of these processes happen at a commercial scale.
Honestly I thought the same, but after watching a couple of videos on how EUV actually works, and what ASML (and the 1,200 other specialized companies that feed into its supply chain) built..
I can understand why you can't just take one apart and copy it.
There's (apparently) 4 decades of accumulated cutting edge scientific research that has gone into these machines.
I suspect the machinery, process and human expertise required to simply produce the parts required for these machines is the real moat (oh and I guess the US-led export controls too).
The build tolerances for components are incredible. There are 11 primary mirrors in an EUV machine, each one has something like 100 coats of ultra-pure materials that are precisely deposited in picometer-thick layers with tolerances in the nanometers, across a 1-meter wide curved surface.
Then you have to position the mirrors perfectly inside the machine, again with tolerances in the nanometers.
So even if you know what you need to do, having the equipment and expertise to do it is a different thing.
And that's just one part of the 100,000+ parts that make up an EUV machine.
Maybe copying it is too fragile (but I note that China copied the F-35)
But in this case the Chinese will just develop their own alternative, that might work as good or even better
I worked on part of it in 2006-8. I noticed that our office waste wasn't being shredded, and asked my boss why not...
"With all the problems we have getting this to work? We ought to ship our drawings to our competitors to slow them down!"
Very tongue-in-cheek, but... yeah. The entire machine underwent a massive overhaul when it was discovered that bare, unoxidized titanium in the presence of elemental hydrogen would absorb so much it became brittle. Who knew? Maybe some few chemists, but none worked in ASML design, as it happened.
"at some point" is doing a lot of work there. How long do you think?
30 years
They might be the most complex mass-produced commercial machines but the Large Hadron Collider has a plausible claim to the title of "world's most complex machine" https://www.guinnessworldrecords.com/world-records/103591-la...
agree
I think something like this wins that category:
https://en.wikipedia.org/wiki/Eastern_Interconnection
It's strange to count this as single machine. But if we go this way, the north Chinese interconnection and the continental Europe interconnection are bigger (https://en.wikipedia.org/wiki/Wide_area_synchronous_grid).
I suppose it's partly a semantic question that hinges on what you count as a single "machine" and what's a system or a network.
I'm pretty sure that's the most bizarre light source on the planet: https://youtu.be/B2482h_TNwg?t=929
If there's really such a bottleneck around ASML, why not design some extra chips for legacy processes that presumably already have well known design workflows?
I mean we're not talking AMD FX and Core 2 Duo here, it's Raptor Lake and Zen 3, it's perfectly viable and still being sold in droves right now.
That’s what the likes of AMD with their chiplet design have been doing.
There’s also the issue of older process nodes not being profitable enough anymore, which explaines why at the height of the chip supply crunch older ARM chips were in short supply but there was ample stock of the 20nm feature-sized RP2040.
This is gonna sound super dumb, but I'm not sure how they aren't being profitable if there are shortages, just price things beyond break even level? The average person can't even tell the difference between a Core 5 and a Core 5 Ultra, you can practically sell them at the same price and I'm not even sure they'd notice when actually using them. The performance jump is relatively minor and the bottlenecks are elsewhere.
It mostly comes down to the consumer market not being significant enough by itself. A consumer may not notice a 10% increase in performance per watt or dollar. A large office building probably will, and a datacenter definitely will.
I don't think I'm being entirely hyperbolic when I say the consumer market only exists to put devices that can connect to and feed the datacenter loads into the general populations hands.
Isn't exactly this what China is doing? Apart from poaching ex ASML employees? Now reaching 7nm, and just throwing up more energy to catch up in FLOPS like Jensen said?
Because very large share of market now are datacenters. Difference from desktop is dramatic - for desktop really acceptable very simple chips with bad energy efficiency, but DCs already deal with extremely high power consumption, as they typically "compress" so much consumption in one rack, that constantly working near to physical constraints.
That's the AI hype narrative, but aren't server CPUs only like 25% of the total market? That's tiny compared to consumer volume, though revenue is likely on par given the higher cost per unit.
> aren't server CPUs only like 25% of the total market?
Yes and no. If just formally calculate, yes, servers are small market volumes. But, they are much less constrained financially, than private person, so from same fab one could earn much more money if sell to server market, than if sell to consumer market.
I don't think that's correct, server chips aren't really "more expensive" than consumer chips when you correctly account for performance. Older-gen server chips have comparable performance to new top-of-the-line consumer chips and sell for a similar price. Newer-gen server chips in turn are priced at a premium over the current value of the older-gen, to account for their higher performance. The lower financial constraints don't enter into it all that much.
You can't make desktop computer 4 times larger but there's very little preventing you form putting 4 racks where you had 1 before. If the floor space is the expensive part of data center then probably some incentives are misaligned.
For about price of land and connectivity - in large city land price begin on few millions dollars per square kilometer, and usage of cable channels could cost from 50$ per meter (easy could be 200$/m).
Plus, space arrange could last years.
Heat dissipation in range of megawatts could be just prohibited by local regulations.
So, space in large cities is very serious problem, and for business it is usually easier to "compress" as much computing power as possible in one rack.
> in large city land price begin on few millions dollars per square kilometer,
There's little need to put large datacenters in downtown Chicago and Manhattan.
Bigger chips = more distance to cover for your electrons = more power required = more generated heat = slower throughput for your data.
Surely you don't believe that the entire chip industry had not thought of "wait what if we just make the chips bigger".
AMD hiding Threadripper behind their back: Uh yeah what a terrible idea, we definitely didn't actually do that. Making a CPU that's twice the size, how ridiculous would that be right?!
You cannot place dc anywhere, in large cities space is extremely constrained, and land is extremely expensive.
Also big problem - connectivity - you cannot place DC where it cannot be connected to power grid and to very powerful network.
So yes, DC floor space is severely limited.
And the third issue - last decades, rack servers dissipate extremely large amounts of heat, I hear numbers up to tens Kilowatts per rack, which is just hard to dissipate with air cooling (as example, all IBM Power servers have option of liquid cooling, but this is totally different price range).
and yet not even close to the complexity of the human brain
It looks complicated but I suspect that 90% of what I see in that picture is just a giant refrigerator.