
POLLWERK
2K posts

POLLWERK
@pollwerk
Date retrieved and created partially automated or from another human




























EUV machines are the most complicated tools humans make. Their supply chain has over 10,000 individual suppliers, and any one of them not scaling fast enough can bottleneck the entire AI industry. An EUV tool fires lasers at a tiny tin droplet three times in precise sequence, blasting it hard enough to emit EUV light. That light bounces off 18 multilayer mirrors onto the wafer. Meanwhile, the two platforms inside the machine - one holding the stencil, one holding the chip - are flying back and forth at 9Gs in opposite directions. The successive passes have to land on top of each other to within 3 nanometers. If any part of this is off, yield goes to zero. Take just one component. The mirrors are mostly supplied by Carl Zeiss, who have probably fewer than a thousand people working on them. In turn, Carl Zeiss rely on machines from Switzerland to deposit each of the layers, and use a coating process co-developed with a different German company. None of these companies have woken up. They’re gradually increasing production, but nowhere near the levels necessary for what the labs want by the end of the decade. @dylan522p predicts production can't scale beyond about 100 EUV machines per year by 2030, no matter how much money gets thrown at the problem. In the medium term this is the key bottleneck on scaling.










Dennis Ritchie created C in the early 1970s without Google, Stack Overflow, GitHub, or any AI ( Claude, Cursor, Codex) assistant. - No VC funding. - No viral launch. - No TED talk. - Just two engineers at Bell Labs. A terminal. And a problem to solve. He built a language that fit in kilobytes. 50 years later, it runs everything. Linux kernel. Windows. macOS. Every iPhone. Every Android. NASA’s deep space probes. The International Space Station. > Python borrowed from it. > Java borrowed from it. > JavaScript borrowed from it. If you have ever written a single line of code in any language, you did it in Dennis Ritchie’s shadow. He died in 2011. The same week as Steve Jobs. Jobs got the front pages. Ritchie got silence. This Legend deserves to be celebrated.





