Episode 207: ASML New Competitor? What Is E-Beam Lithography, and Why Is It Important In Chip Manufacturing?
Description
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Everyone knows ASML is the leader in lithography equipment -- critical to manufacturing advanced chips and AI systems. But a small upstart chip fab recently announced delivery of a potentially disruptive lithography tool from a startup called Multibeam. But this tool is very different from what ASML produces. What is e-beam lithography? And how can investors bet on it? Chip Stock Investor breaks it down.
Videos referenced:
https://www.youtube.com/watch?v=Gqu0L5oVatk
https://www.youtube.com/watch?v=5yTARacBxHI
https://www.youtube.com/watch?v=xE67ikJp1i0
https://www.youtube.com/watch?v=RwQbID53f5o
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Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal.
Chapters:
00:00 Overview of Electron Beam Lithography
00:54 Understanding Photolithography
01:39 ASML's Role in Photolithography
03:26 Challenges in Semiconductor Manufacturing
05:53 Introduction to E Beam Metrology
07:14 ASML's Metrology and Inspection Tools
08:32 E Beam Lithography Explained
10:50 MultiBeam's Technological Breakthroughs
11:58 SkyWater's Use of MultiBeam Technology
15:45 Investment Opportunities in E Beam Technology
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Nick and Kasey own shares of ASML and Lam Research
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