Alan, an ardent smartphone enthusiast and a veteran writer at PhoneArena since 2009, has witnessed and chronicled the transformative years of mobile technology. Owning iconic phones from the original iPhone to the iPhone 11 Pro Max, he has seen smartphones evolve into a global phenomenon.
Have you ever wondered how tens of billions of transistors can fit inside a small die? The discovery, production, and continued improvement of semiconductors is one of the most amazing achievements of man. And the lithography machines used to etch circuitry patterns on the silicon wafers that are cut into multiple dies are also incredible. There is but one company that manufactures extreme ultraviolet lithography machines and that is a Dutch firm called ASML.
The EUV was the machine that took chips from the 10nm process node to the current 3nm chips being used this year on theonly . Next year, we should see more handsets powered by 3nm silicon. How thin are the patterns etched out by the EUV machine? A human hair has a diameter measuring 70 microns which is 1000 times the diameter of the patterns being etched on a wafer by the EUV machine..
ASML has a backlog of $37 billion that needs to be shipped. These orders were placed in 2021 and 2022 and include some orders destined to be shipped to China. If the U.S. toughens its export restrictions, which was mentioned as a possibility in the wake of Huawei's unveiling of the Mate 60 series powered by the Kirin 9000s 5G chipset, some or all of the orders headed to China could be canceled.ASML's Twinscan 2000 DUV series won't be delivered in China starting January 1st.
Even if ASML helps Chinese foundries with the production of chips using legacy nodes it will still be unable to ship its cutting-edge EUV lithography machines to China including the new High-NA machine. The U.S. Commerce Department is using its power to try and prevent China from producing powerful silicon that supports 5G. The U.S. may not be worried aboutturning out smartphones that compete with the iPhone .
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