# @tiffintech on Instagram

- **Type:** Video
- **Original URL:** https://www.instagram.com/p/DUT5uWOkZg3
- **Gondola URL:** https://gondola.cc/posts/55072815-tiffintech-instagram
- **Thumbnail:** https://img.gondola.cc/tr:w-,h-,fo-auto/postThumbnails/2171d1a6c8.jpg
- **Posted:** 2026-02-03T21:33:35.000+00:00
- **Account Owner:** Tiffany Janzen (@tiffintech) — https://gondola.cc/tiffintech

## Caption

To understand where tech is going next, you have to understand ASML and TSMC 

The physical boundaries of computing are decided by a specialized partnership in the hardware supply chain…
ASML: Think of this as the Precision Layer.  Everything starts with lithography. ASML is currently shipping High-NA EUV scanners, $400M machines that use a 13.5nm wavelength to bypass the diffraction limits of light. Without this specific hardware, the industry’s transition to the 2-nanometer node wouldn’t be possible.

TSMC: Think of this as the manufacturing bridge. Owning the tools is one thing; scaling them is another. TSMC takes digital blueprints for the Nvidia Blackwell B200 and Apple M4 and translates them into physical silicon. 

This is a symbiotic loop: ASML provides the lithographic precision, while TSMC provides the specialized expertise to make the designs from Apple and Nvidia a reality. In the semiconductor stack, one cannot grow without the other.

Resources to Learn More 📚
These are the primary sources I used to research this video and pull the technical data:
“Chip War” by Chris Miller
Fabricated Knowledge & SemiAnalysis
ASML & TSMC Official Portfolios
imec (Interuniversity Microelectronics Centre)

Which do you think is harder to replicate: the physics of the machine or the precision of the manufacturing? 

#ASML #TSMC #Semiconductors #HardwareEngineering

## Stats

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## Tags

asml, hardwareengineering, tsmc, semiconductors

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