There Is One Thing ASML's $400 Million Machine Still Cannot Do. AI Chips Keep Making It Worse.

ASML's $400 million high-numerical-aperture EUV lithography systems, essential for manufacturing cutting-edge AI chips from Nvidia and Alphabet, face a physical limit that requires multiple exposures ('stitching'), increasing costs and risks. The industry aims to fix this with larger photomask formats by 2031-2033, but current AI chip size growth outpaces this timeline, creating near-term manufacturing inefficiencies.

This Wire brief sits within Fusion42's coverage of Semiconductors.