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Substrate
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Substrate
@substrate
Substrate is building America's next-generation semiconductor foundry
San Francisco, CA
substrate.com
Joined May 2022
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12.7K
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  • Pinned
    user avatar
    Substrate
    @substrate
    Apr 7
    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.
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    Information to Atoms - Substrate
    From substrate.com
    226K
  • Substrate reposted
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    James Proud
    @jamesproud
    May 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.
    user avatar
    Substrate
    @substrate
    May 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.
    20K
  • user avatar
    Substrate
    @substrate
    May 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.
    user avatar
    Google DeepMind
    @GoogleDeepMind
    May 7
    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
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    GIF
    30K
  • user avatar
    Substrate
    @substrate
    Apr 7
    Replying to @substrate
    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.
    Printed P24 M1 (12 nm CD) with measurements from a scanning electron microscope.
    10K
  • Substrate reposted
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    James Proud
    @jamesproud
    Dec 18, 2025
    Replying to @jamesproud
    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…
    6.2K
  • Substrate reposted
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    James Proud
    @jamesproud
    Dec 18, 2025
    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."
    A Chinese flag is displayed next to a "Made in China" sign seen on a printed circuit board with semiconductor chips, in this illustration picture taken February 17, 2023. REUTERS/Florence Lo/Illustration/File Photo
    How China built its ‘Manhattan Project’ to rival the West in AI chips
    From reuters.com
    21K
  • Substrate reposted
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    Stratechery
    @stratechery
    Oct 30, 2025
    10-30-2025 ($) An Interview with Substrate CEO James Proud About Building a Disruptive Foundry in America
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    stratechery.com
    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.
    36K
  • Substrate reposted
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    SemiAnalysis
    @SemiAnalysis_
    Oct 29, 2025
    How to Kill 2 Monopolies with 1 Tool Substrate X-Ray Lithography, a New American Foundry, $10k Logic Wafers newsletter.semianalysis.com/p/how-to-kill-…
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    408K
  • Substrate reposted
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    James Proud
    @jamesproud
    Oct 28, 2025
    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.
    user avatar
    Substrate
    @substrate
    Oct 28, 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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    00:00
    399K
  • user avatar
    Substrate
    @substrate
    Oct 28, 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.
    Image
    00:00
    1.5M
    user avatar
    Substrate
    @substrate
    Oct 28, 2025
    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
    Image
    Image
    1.6M
    user avatar
    Substrate
    @substrate
    Oct 28, 2025
    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
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    Our purpose - Substrate
    From substrate.com
    130K
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