➀ ASML's EUV lithography technology achieves extremely high precision, requiring massive resources and a total cost of $2.5 billion. The key technology includes emitting a laser to a tin droplet to produce a plasma light source, which is executed 50,000 times per second, with heat reaching 40 times that of the sun's surface. The EUV machine also relies on ultra-smooth mirrors with extremely high precision.
➁ ASML's technological progress supports Moore's Law, making semiconductors more advanced and helping companies like NVIDIA manufacture complex chips. ASML leads in the lithography field with a deep technological moat that is difficult for other companies to surpass.
➂ The precision (EUV) required costs $2.5 billion, involving 40 shipping containers, 20 trucks, and 3 large jet planes to transport one EUV machine.
➃ The EUV machine's light source involves emitting a laser to a tin droplet about the size of a pollen grain. This process must be executed 50,000 times per second, meaning it occurs every 0.00002 seconds.
➄ ASML's mirrors are incredibly smooth, with the largest flaw being less than one millimeter if the mirrors were as large as Germany.
➅ Moore's Law largely depends on ASML, and continued technological advancement will lead to more advanced semiconductors, enabling chips to execute more complex algorithms.
➆ No one is close to ASML in the lithography field, with their moat on another level.