In a highly secured lab in the Netherlands, ASML spent a decade developing a $400 million machine that’s transforming how microchips are made. High NA is the latest generation of EUV, the only machines in the world that can etch nanoscopic blueprints on advanced chips for giants like Intel, TSMC and Samsung. The size of a double-decker bus, only five of these machines have been shipped so far. It’s unclear how Trump’s tariffs will impact the complex global supply chain for the lithography machines. But without them, no advanced chips can be made by the likes of Nvidia, Apple and AMD. No filming of High NA has ever been allowed until CNBC went to the Netherlands for this exclusive first look.

Chapters:
0:00 Introduction
2:10 How EUV works
7:25 Higher NA, smaller designs
9:49 China and tariffs
13:13 U.S. growth and Hyper NA

Produced and Shot by: Katie Tarasov
Edited by: Evan Lee Miller
Camera: Magdalena Petrova, Andrew Evers
Senior Director of Video: Jeniece Pettitt
Animation: Jason Reginato, Mithra Krishnan
Additional Footage: ASML, Intel, Getty Images, TSMC, Zeiss

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How ASML Makes Chips Faster With Its New $400 Million High NA Machine