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New startup, Substrate, looking to compete against ASML

O

osnium

Well-known member

In March, James Proud, an unassuming British-born American without a college degree, sat in Vice President JD Vance’s office and explained how his Silicon Valley start-up, Substrate, had developed an alternative manufacturing process for semiconductors, one of the most fundamental and difficult challenges in tech.

For the past decade, semiconductors have been manufactured by a school-bus-size machine that uses light to etch patterns onto silicon wafers inside sterile, $25 billion factories. The machine, from the Dutch company ASML, is so critical to the chips in smartphones, A.I. systems and weaponry that Washington has effectively blocked sales of it to China.

But Mr. Proud said his company, which has received more than $100 million from investors, had developed a solution that would cut the manufacturing cost in half by channeling light from a giant instrument known as a particle accelerator through a tool the size of a car. The technique had allowed Substrate to print a high-resolution microchip layer comparable to images produced by the world’s leading semiconductor plants.
 
osnium said:

In March, James Proud, an unassuming British-born American without a college degree, sat in Vice President JD Vance’s office and explained how his Silicon Valley start-up, Substrate, had developed an alternative manufacturing process for semiconductors, one of the most fundamental and difficult challenges in tech.

For the past decade, semiconductors have been manufactured by a school-bus-size machine that uses light to etch patterns onto silicon wafers inside sterile, $25 billion factories. The machine, from the Dutch company ASML, is so critical to the chips in smartphones, A.I. systems and weaponry that Washington has effectively blocked sales of it to China.

But Mr. Proud said his company, which has received more than $100 million from investors, had developed a solution that would cut the manufacturing cost in half by channeling light from a giant instrument known as a particle accelerator through a tool the size of a car. The technique had allowed Substrate to print a high-resolution microchip layer comparable to images produced by the world’s leading semiconductor plants.
Click to expand...
I noticed his setup lacked any radiation hazard signs, which should be required for X-ray accelerators.

The single-layer prints aren't any better than something that can be done by nanoimprint, which leads to the question of how to control overlay, among other things.

X-rays also have worse electron stochastics.
 
Fred Chen said:
I noticed his setup lacked any radiation hazard signs, which should be required for X-ray accelerators.

The single-layer prints aren't any better than something that can be done by nanoimprint, which leads to the question of how to control overlay, among other things.

X-rays also have worse electron stochastics.
Click to expand...
Backed by Peter Thiel.

I am assuming health and safety is for lefty liberals only.

The people working in the facility have the choice whether they want to work there or not.
 
osnium said:

In March, James Proud, an unassuming British-born American without a college degree, sat in Vice President JD Vance’s office and explained how his Silicon Valley start-up, Substrate, had developed an alternative manufacturing process for semiconductors, one of the most fundamental and difficult challenges in tech.

For the past decade, semiconductors have been manufactured by a school-bus-size machine that uses light to etch patterns onto silicon wafers inside sterile, $25 billion factories. The machine, from the Dutch company ASML, is so critical to the chips in smartphones, A.I. systems and weaponry that Washington has effectively blocked sales of it to China.

But Mr. Proud said his company, which has received more than $100 million from investors, had developed a solution that would cut the manufacturing cost in half by channeling light from a giant instrument known as a particle accelerator through a tool the size of a car. The technique had allowed Substrate to print a high-resolution microchip layer comparable to images produced by the world’s leading semiconductor plants.
Click to expand...

I think he is even more ambitious than Raipdus or Pat Gelsinger.

"The company says it aims to produce its first chips by 2028, at which point it plans to have built its own ecosystem of chip manufacturers. "

 
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