Bloomberg reports that an American startup, Substrate, backed by Peter Thiel, is trying to break the dominance of Dutch company ASML in the semiconductor lithography equipment sector. The company has developed a new chip manufacturing device that uses particle acceleration technology for lithography, claiming to have overcome one of the most difficult technical bottlenecks in the industry, with the goal of competing with ASML, the only company currently capable of producing high-end processor equipment. This extremely low-key company also aims to challenge TSMC's process advantages, intending to change the global chip manufacturing landscape through innovative equipment. If the technology is indeed feasible, the emergence of Substrate could be a significant step for the United States in seeking self-reliance in advanced manufacturing processes.
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