Always Be Curious #305: EUV's engineering story, earnings bonanza, and prediagnostic AI
This week in ABC: A long-read on EUV systems and what it takes to make them work, chippers level up their earnings, and an AI that spots cancer 3 years before diagnosis
Always Be Curious #305: EUV's engineering story, earnings bonanza, and prediagnostic AI This week in ABC: A long-read on EUV systems and what it takes to make them work, chippers level up their earnings, and an AI that spots cancer 3 years before diagnosis May 03, 2026 ∙ Paid Sup Curious Clan! This week, Works in Progress published a lovely long-read on ASML’s EUV lithography system. If you’ve ever wanted to understand how extreme ultraviolet light, molten tin droplets, and mirror optics polished to sub-nanometer precision all come together inside a single machine, this is the piece.…
related reading
- EUV lithographyen.wikipedia.org
- AI Value Chain Champions & Bottleneckstechinvestments.io
- ASML | The world's supplier to the semiconductor industryasml.com
- ASML’s boss has a warning for Europeeconomist.com
- How to Build a $20 Billion Semiconductor Fabconstruction-physics.com
- The Economics of TSMC’s Giga-Fabs - by Jon Yasianometry.com
- Fundomofundomo.com
- Anatomy of an AI Systemanatomyof.ai
- All Data Is Good Dataargmin.net
- Our purpose - Substratesubstrate.com
- Dylan Patel — Deep dive on the 3 big bottlenecks to scaling AI computedwarkesh.com
- Nvidia Tackles Chipmaking Process, Claims 40X Speed Up with cuLitho | Tom's Hardwaretomshardware.com