@substrate

Substrate is building America's next-generation semiconductor foundry

 San Francisco, CA
substrate.com
Joined May 2022
  • Tweets12
  • Following0
  • Followers13K
3Media
Substrate retweeted
James Proud
@jamesproudMay 7
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.
Substrate
@substrateMay 7
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.
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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…
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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-…

EXCLUSIVE: How China built its ‘Manhattan Project’ to rival the West in AI chips

In a high-security Shenzhen laboratory, Chinese scientists have built a prototype of a machine capable of producing cutting-edge semiconductor chips that power artificial intelligence, smartphones...

reuters.com
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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…

An Interview with Substrate CEO James Proud About Building a Disruptive Foundry in America

An interview with Substrate CEO James Proud about X-ray lithography, disrupting TSMC, and betting on American innovation.

stratechery.com
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How to Kill 2 Monopolies with 1 Tool Substrate X-Ray Lithography, a New American Foundry, $10k Logic Wafers newsletter.semianalysis.com/…
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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.
Substrate
@substrate28 Oct 2025
Substrate is building a next-generation foundry to return America to dominance in semiconductor production. To achieve this, we will use our technology—a new form of advanced X-ray lithography—to power them. America invented semiconductors. We will lead again.
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