Substrate is building America's next-generation semiconductor foundry
San Francisco, CA
Joined May 2022
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Over the past few months, we have integrated @googledeepmind's AlphaEvolve into our computational lithography. Enabled by AlphaEvolve's algorithmic leaps, we are now printing complex patterns in a single exposure that would otherwise require multiple. substrate.com/information-to…
Substrate retweeted
Congratulations to the @googledeepmind team. @jeffdean's work on "TPU brains helping design next-generation TPU bodies" is a powerful demonstration of where AI co-design is heading in semiconductors.
We are honored to see our work with @googledeepmind's AlphaEvolve featured alongside major breakthroughs from @googleresearch and @googlecloud, as well as other impactful commercial applications.
We are honored to see our work with @googledeepmind's AlphaEvolve featured alongside major breakthroughs from @googleresearch and @googlecloud, as well as other impactful commercial applications.
Algorithms are part of nearly every aspect of life, from the physics of the natural world to planning shipping routes.
Our Gemini-powered coding agent AlphaEvolve has been accelerating progress over the last year - from quantum and biotechnology to logistics and @Google’s AI infrastructure. ↓ goo.gle/4uzfe0C
A metal one (M1) layer, first simulated by AlphaEvolve-optimized models and then printed in a single exposure with our X-ray lithography tool at a 12 nm half-pitch, resolution equivalent to the 2 nm node. The M1 layer is the most demanding of an advanced semiconductor device.
ALT Printed P24 M1 (12 nm CD) with measurements from a scanning electron microscope.
Substrate retweeted
In September 2023, the @substrate team prepared an analysis on China's (still) not-yet-known rapid progress in advanced precision optics for EUV. This important work by China might otherwise be missed. We redacted portions we deemed best to protect. substrate.com/optics_documen…
Substrate retweeted
Yesterday, @Reuters reported that China had completed a domestically built EUV tool. In the piece, they stated that "China still faces major technical challenges, particularly in replicating the precision optical systems that Western suppliers produce." reuters.com/world/china/how-…
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10-30-2025 ($)
An Interview with Substrate CEO James Proud About Building a Disruptive Foundry in America
stratechery.com/2025/an-inte…
Substrate retweeted
How to Kill 2 Monopolies with 1 Tool
Substrate X-Ray Lithography,
a New American Foundry,
$10k Logic Wafers
newsletter.semianalysis.com/…
Substrate retweeted
History repeatedly shows that American science and engineering solve impossible tasks. I started Substrate because I believed that this impossible task is one worth trying.
These patterns have been printed using a Substrate lithography system with no IP or supply chain input from other advanced lithography tools.
The resolution of the features in these images is equivalent to that achievable only with what the semiconductor industry refers to as “High NA EUV lithography” and matches features printed at the 2 nm semiconductor node and below.
All of these images were printed in a single exposure, with no multi-patterning.
The United States invented all of the critical technologies that power today’s advanced semiconductors, but over time, we have lost the lead.
For years, many have spoken of the need for a new pure-play American foundry, yet view it as an impossible task. History repeatedly shows that American science and engineering solve impossible tasks. As we rush to build more current-generation semiconductor fabs in America today, we need to start immediate work on building the semiconductor fabs of tomorrow.
The stakes are too high for the United States not to try everything we can to solve both one of our most significant technological gaps and our biggest opportunities to reclaim leadership over the technologies we pioneered.
substrate.com/our-purpose
