US startup Substrate announces chipmaking tool that it says will rival ASML

Posted by outrun86 10/29/2025

US startup Substrate announces chipmaking tool that it says will rival ASML(www.reuters.com)

89 points | 71 commentspage 2

Interesco 11/4/2025|

Here are two statements from some of the investors: https://www.longjourney.vc/news/cyans-substrate-tattoo

https://www.generalcatalyst.com/stories/our-investment-in-su...

From a VC perspective, it does make sense to invest in EUV equipment tech. Being successful immediately makes the company one of the most important in the world (and opens up a $15B+ market).

hasperdi 11/4/2025||

Regular viewers of Asianometry channel will probably know that this is unlikely

dbcooper 11/4/2025||

What chemistry would they use for the photoresist type resins?

FpUser 11/4/2025||

>"at a high rate of throughput"

will "high rate" or "high throughput" do or it is just me?

ChrisArchitect 10/29/2025||

Can Substrate disrupt ASML using particle acceleration?

https://www.nytimes.com/2025/10/28/technology/can-a-start-up...

(https://news.ycombinator.com/item?id=45732431)

See also:

Return to Silicon Valley

https://substrate.com/our-purpose

(https://news.ycombinator.com/item?id=45741489)

toomuchtodo 11/4/2025|

An investigation into Substrate - https://news.ycombinator.com/item?id=45767013 - November 2025

Ekaros 11/4/2025||

When will production line be build and operational? When will the new chips ship? This or next quarter?

chrsw 11/4/2025||

If this is even legit, they're saying 3 years. So probably 5 years.

hulitu 10/30/2025||

> US startup Substrate announces chipmaking tool that it says will rival ASML

Typical investor bullshitting. They have some pictures. No process. Nothing

HatchedLake721 11/4/2025|

> If you show revenue, people will ask 'HOW MUCH?' and it will never be enough. The company that was the 100xer, the 1000xer is suddenly the 2x dog. But if you have NO revenue, you can say you're pre-revenue! You're a potential pure play... It's not about how much you earn, it's about how much you're worth. And who is worth the most? Companies that lose money!

ghc 11/4/2025||

I'll believe it when they ship.

Cornbilly 11/4/2025|

More Silicon Valley fraud that will likely be rewarded by the current administration.

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