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Posted on 09/27/2026 11:21:19 PM PDT by SmokingJoe
This video explores how Canon is challenging ASML's dominant monopoly in the semiconductor industry with its innovative nanoimprint lithography (NIL) technology.
Key takeaways:
The Challenge: While ASML relies on incredibly expensive and complex Extreme Ultraviolet (EUV) light systems (costing up to $350 million) (1:26), Canon has developed the FPA-1200NZ2C, a system that uses a physical stamp to pattern chips (0:23, 4:37). This method is significantly cheaper and more energy-efficient (0:23, 7:45).
The Technology: Nanoimprint works by pressing a mold directly into a polymer on a wafer (3:13). While historically plagued by contamination issues, Canon—through its 2014 acquisition of Molecular Imprints—has spent nearly a decade perfecting the engineering (4:02, 4:26) to make it commercially viable for advanced chip nodes (4:57).
The Japanese Ecosystem: The video highlights Japan's strategic efforts to rebuild its semiconductor manufacturing capabilities through the state-backed venture Rapidus (9:06, 12:15). Japan leverages its existing control over the broader semiconductor supply chain, including silicon wafers (Shin-Etsu, Sumco), photoresists, and advanced production equipment (12:32, 16:45).
Geopolitical Context: The United States is reportedly supporting this initiative to reduce dependence on a single point of failure within the global semiconductor supply chain (17:39, 18:29), providing a strategic hedge against concentration risks in the Indo-Pacific (18:31).
(Excerpt) Read more at youtube.com ...
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You’re right, and other technologies are great. But you’re arguing with a point I never made. The point I made is that nothing from the standpoint of AMSL is limiting anybody on this. As far as AMSL is concerned they’d be happy if two or three more competitors to the big chip manufacturers sprung up and bought their equipment. So AMSL is not the limiting factor, here. It’s competition and cost to get into the game.
But happy also if AMSL also had competitors. In fact, China is already making AMSL knockoffs for their own internal manufacturing. So bringing something completely new is fantastic.
If you’d like to know more about the ASML machine:
https://www.youtube.com/watch?v=MiUHjLxm3V0
That’s why he’s formed this pact with Intel and hired some of the best chip making engineers from Samsung in South Korea.
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