This is not a software that you take an online course in Python or something, you learn how to use it. This is software run by specialist, masters and PhDs in this kind of software. So that's the first stage is to blueprint it out using this software. And then what happens after that is that software is printed onto a mask,. That mask is then used to print the blueprint onto a silicon wafer, which is usually 12 inches in diameter. To do that, you use extreme ultraviolet light and a series of lasers and mirrors to print that blueprint onto the silicon wafer. There's only one company in the world that does that extreme ultraviolet lithography. We'll get into
Your remote control, the fastest supercomputers in the world, and artificial intelligence applications have something in common: the semiconductors needed to make them work. Jason Moser and John Rotonti dig into one of the most important industries in the world and discuss: - The semiconductor value chain - Geopolitical risks (and opportunities) and the industry's cyclicality - Implications of the CHIPS Act - One critical chipmaker that’s cheaper than the S&P 500 Companies mentioned: NVDA, CDNS, SNPS, ASML, LRCX, AMAT, TOELY, ASML, TER, INTC, TSM, SSNLF, AMD, QCOM, KLAC Host: Jason Moser Guest: John Rotonti Producer: Ricky Mulvey Engineers: Rick Engdahl, Dan Boyd
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