𝐷𝑟. 𝐼𝑎𝑛 𝐶𝑢𝑡𝑟𝑒𝑠𝑠(@IanCutress):I should have posted months ago given the hype, but here's my 65min deepdive into @substrate's claim to re-energize USA litho with an x-ray tool, supplanting @ASMLcompany as the kingmaker. It'll cost a trillion dollars, but the economics need to work. https://t.co/KQCz90D8E1

𝐷𝑟. 𝐼𝑎𝑛 𝐶𝑢𝑡𝑟𝑒𝑠𝑠

@IanCutress

Consultant, Chief Analyst, Influencer. Substack: (@MoreThanMoore2x) Youtube: (@TechTechPotato)

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𝐷𝑟. 𝐼𝑎𝑛 𝐶𝑢𝑡𝑟𝑒𝑠𝑠@IanCutress

2026.07.01 17:02

I should have posted months ago given the hype, but here's my 65min deepdive into @substrate's claim to re-energize USA litho with an x-ray tool, supplanting @ASMLcompany as the kingmaker. It'll cost a trillion dollars, but the economics need to work.