Chip War: The Fight for the World's Most Critical Technology

by Chris Miller

Producing advanced semiconductors, however, has relied on some of the most complex machinery ever made. ASML’s EUV lithography tool is the most expensive mass-produced machine tool in history, so complex it’s impossible to use without extensive training from ASML personnel, who remain on-site for the tool’s entire life span. Each EUV scanner has an ASML logo on its side. But ASML’s expertise, the company readily admits, was its ability to orchestrate a far-flung network of optics experts, software designers, laser companies, and many others whose capabilities were needed to make the dream of EUV a reality. It’s easy to lament the offshoring of manufacturing, as Andy Grove did during the final years of his life. That a Dutch company, ASML, had commercialized a technology pioneered in America’s National Labs and largely funded by Intel would undoubtedly have rankled America’s economic nationalists, had any been aware of the history of lithography or of EUV technology. Yet ASML’s EUV tools weren’t really Dutch, though they were largely assembled in the Netherlands. Crucial components came from Cymer in California and Zeiss and Trumpf in Germany. And even these German firms relied on critical pieces of U.S.-produced equipment. The point is that, rather than a single country being able to claim pride of ownership regarding these miraculous tools, they are the product of many countries. A tool with hundreds of thousands of parts has many fathers.