How Elon Musk Plans to Bypass the ASML Bottleneck to Build TERAFAB

kept by eddie apr 16

Musk's TERAFAB plan bypasses ASML's EUV bottleneck by using Intel GaN chiplets on mature nodes and advanced 3D packaging to achieve 1 TWh compute capacity.

Silicon Frontier
Control over semiconductor supply chains, from ASML's lithography to TSMC's manufacturing and NVIDIA's CUDA ecosystem, determines which entities dominate the AI era.
also on #ai-hardware, ASML, #semiconductors, #supply-chain, #manufacturing
Elon Musk’s SpaceX Plans $55 Billion Investment to Make A.I. Chips
SpaceX plans a $55 billion investment in a new semiconductor factory, Terafab, to manufacture AI chips and deepen Elon Musk's push into artificial intelligence.
also on #ai-hardware, #semiconductors, #manufacturing, SpaceX
Making RAM at Home [video]
A hobbyist documents building a DRAM chip in a backyard shed, demonstrating that backyard semiconductor manufacturing is increasingly accessible.
also on ASML, #semiconductors
The world’s most complex machine - Works in Progress Magazine
ASML became the sole supplier of extreme ultraviolet lithography machines through transatlantic cooperation, risky bets, and deep customer partnerships.
also on ASML, Intel
Nvidia’s Risky Business – Stratechery by Ben Thompson
Nvidia is partnering with major financial firms to create $500 billion in financing platforms for AI infrastructure, transforming compute into an investable asset class and expanding systemic risk in the AI buildout.
also on #ai-infrastructure, #semiconductors