Substrate (@substrate) / X

Substrate

12 posts

Substrate

@substrate

Substrate is building America's next-generation semiconductor foundry

San Francisco, CA

Joined May 2022

Pinned
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.
Information to Atoms - Substrate
From substrate.com
220K
Substrate reposted
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.
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.
18K
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.
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
GIF
27K
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.
9.9K
Substrate reposted
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…
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Substrate reposted
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."
Exclusive: How China built its ‘Manhattan Project’ to rival the West in AI chips
From reuters.com
21K
Substrate reposted
Stratechery
@stratechery
Oct 30, 2025
10-30-2025 ($) An Interview with Substrate CEO James Proud About Building a Disruptive Foundry in America
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.
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Substrate reposted
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-…
407K
Substrate reposted
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.
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.
00:00
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Substrate
@substrate
Oct 28, 2025
Replying to @substrate
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
Our purpose - Substrate
From substrate.com
130K
Substrate
@substrate
Oct 28, 2025
Replying to @substrate
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
1.6M
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.
00:00
1.5M