@nataliefratto: “This technology is straight up impossible” That’s what naysayers say to new American semiconductor company Substrate. Led by a Thiel fellow and backed with $100M, they are tacking perhaps the hardest part of the chip making process - lithography - using a novel technology using x ray light and particle accelerators that they hope will unseat both ASML and TSMC on the path to (re) building American chip foundry dominance. #techtok #Tech #startup #news #data

Natalie Fratto
Natalie Fratto
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Region: US
Friday 07 November 2025 15:44:28 GMT
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danbrazelton
Dan :
It’s giving Theranos vibes.
2025-11-15 16:48:44
28
meaganhintz
Meagan Hintz :
why does this feel very Theranos adjacent
2025-11-09 00:42:02
62
bridgetcheocheo
bridgetcheocheo :
Hmmm backed by Peter Thiel and considered secretive. Something stinks
2025-12-18 20:31:24
46
just_a_bum
an ordinary nobody :
Also worth mentioning is that TSMC dominance is from their decades of experience of manufacturing. They've become highly efficient allowing them to be incredibly nimble with R&D to production.
2025-12-25 15:53:21
12
ranoverit
Y0Y0Y0 :
How on earth did the US allow itself to lose its Lithography systems manufacturers.
2025-12-19 05:33:12
4
wink.autumn
Autumn :
that was a fantastic explanation of a complicated topic 👏🔥
2025-12-04 14:21:50
29
mesosmarty
mesosmarty :
Cool art keep going
2025-11-16 06:25:39
12
aggiezach
AggieZach :
Just one clarification: the current EUV process uses the laser to vaporize the droplets of tin. That’s what generates the EUV light.
2025-12-21 15:00:35
11
mamatriptoo
MamaTrip :
The book, Chip War, covers this.
2025-11-24 14:10:54
16
songuserpublishing
songuser :
Expert-level real-time info graphic there — nicely-designed!!
2025-12-20 17:42:57
22
slc196916
Leonardo :
theyll need 100 Billion to make any real progress
2025-12-17 11:54:30
7
superuserjank
Jank :
Super cool! I hope that they succeed. 👍
2025-12-18 15:29:40
2
dudeonetonothin
Dudeone toNothin :
remind me when they go public
2025-12-18 13:50:24
7
bobsuruncle047
Bobs you’re uncle :
I smell 3 letter agencies
2025-11-25 03:19:23
7
amandamanning264
user2914032996414 :
Excuse me….you rocked this video.
2026-01-06 02:35:50
3
asktechnephew
Tech Nephew :
😮‍💨 excellent vid and explanation
2025-11-08 19:52:37
5
greatadventures007
LuckyCharm007 :
I saw that muji pen 🖊️
2025-12-19 05:01:05
1
sora.grandma
iimaxii :
As a visual learner I absolutely love how you explained it! Thank you 🙏🏼
2025-12-31 14:54:12
2
rockybillore
Rocky Billore :
Great video!
2026-01-03 17:47:56
1
benny.molly
FairyDogMother :
Is this what Google is using as TPU?
2025-12-01 03:52:33
0
realkristihightower
Kristi :
This is such a helpful explanation. Thank you🙏
2026-01-05 06:52:28
1
foundintranslations
FoundInTranslation :
Fantastic, how do increase that 1% chance?
2025-11-07 21:45:19
4
lc0249
lc0249 :
This was great. Also the printing, my ocd approves 😂❤
2025-12-23 12:33:51
1
jennifergodin813
jennifergodin813 :
Great explanation!
2025-12-26 11:56:52
1
jennygeeksout
Jenny Abney Sivie :
Thanks for the information! Also very cool sketch note layout for the video!
2025-12-25 04:12:01
1
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