Process · DE
EUV projection optics
The mirrors inside those machines, polished flatter than anything else made. One supplier has ever achieved it.
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01Key numbers
Output · company: Carl Zeiss SMTZEISS SMT segment revenueSource: ZEISS fiscal year 2024/25 results (2025)SourcedZEISS fiscal year 2024/25 results · 2025Open the source → EUR bn20254.122 (2024) → 5.055 (2025).How this is computedThe latest value in a series minus the value before it, divided by the earlier value, same series and unit.4.122 (2024) → 5.055 (2025).Method →Code → vs 2024 · loosens
ZEISS SMT segment revenue, EUR bn, 2022 to 2025. Every value is listed in the table below. Period Value Source 2025 Source: ZEISS fiscal year 2024/25 results (2025-12-18)SourcedZEISS fiscal year 2024/25 results · 2025-12-18Open the source → EUR bn ZEISS fiscal year 2024/25 results ↗ primary Semiconductor Manufacturing Technology 5.055 4.122 +23% (23%)
ZEISS fiscal year runs Oct 1 - Sep 30; date = calendar year in which FY ends. SMT segment covers lithography optics (EUV+DUV) plus photomask and process-control businesses, not only EUV optics.2024 Source: ZEISS fiscal year 2023/24 results (2024-12-17)SourcedZEISS fiscal year 2023/24 results · 2024-12-17Open the source → EUR bn ZEISS fiscal year 2023/24 results ↗ primary Semiconductor Manufacturing Technology 4,122 3,555 16% (16%)
ZEISS fiscal year runs Oct 1 - Sep 30; date = calendar year in which FY ends. SMT segment covers lithography optics (EUV+DUV) plus photomask and process-control businesses, not only EUV optics. Stated in EUR million (4,122).2023 Source: ZEISS fiscal year 2022/23 results (2023-12-19)SourcedZEISS fiscal year 2022/23 results · 2023-12-19Open the source → EUR bn ZEISS fiscal year 2022/23 results ↗ primary Semiconductor Manufacturing Technology 3,555 2,757 +29% (+29%)
ZEISS fiscal year runs Oct 1 - Sep 30; date = calendar year in which FY ends. SMT segment covers lithography optics (EUV+DUV) plus photomask and process-control businesses, not only EUV optics. Stated in EUR million.2022 Source: ZEISS fiscal year 2022/23 results (2023-12-19)SourcedZEISS fiscal year 2022/23 results · 2023-12-19Open the source → EUR bn ZEISS fiscal year 2022/23 results ↗ primary Semiconductor Manufacturing Technology 3,555 2,757 +29% (+29%)
ZEISS fiscal year runs Oct 1 - Sep 30; date = calendar year in which FY ends. SMT segment covers lithography optics (EUV+DUV) plus photomask and process-control businesses, not only EUV optics. Prior-year column, EUR million.Read from the sources Read from the source by an agent; quote matched mechanically against the fetched page; not yet reviewed by a person, 2026-09-24. Each value links the page it came from and quotes the sentence that carries it.
Workforce · company: Carl Zeiss SMTZEISS SMT headcountSource: ZEISS SMT About us (in figures) (2025)SourcedZEISS SMT About us (in figures) · 2025Open the source → people (FTE)2025
Period Value Source 2025 Source: ZEISS SMT About us (in figures) (2025)SourcedZEISS SMT About us (in figures) · 2025Open the source → people (FTE) ZEISS SMT About us (in figures) ↗ primary 9,349 Colleagues (based on full-time equivalent) work on pioneering innovations for the semiconductor industry
Page undated; shown alongside FY2024/25 revenue, so likely FY2024/25 (to Sep 2025) - accessed 2026-09-24Read from the sources Read from the source by an agent; quote matched mechanically against the fetched page; not yet reviewed by a person, 2026-09-24. Each value links the page it came from and quotes the sentence that carries it.
Other · company: Carl Zeiss SMTZEISS EUV development partner networkSource: ZEISS SMT About us (in figures) (2025)SourcedZEISS SMT About us (in figures) · 2025Open the source → partners2025
Period Value Source 2025 Source: ZEISS SMT About us (in figures) (2025)SourcedZEISS SMT About us (in figures) · 2025Open the source → partners ZEISS SMT About us (in figures) ↗ primary 1,200 International partners in the development network
Page undated; accessed 2026-09-24Read from the sources Read from the source by an agent; quote matched mechanically against the fetched page; not yet reviewed by a person, 2026-09-24. Each value links the page it came from and quotes the sentence that carries it.
Other · company: Carl Zeiss SMTEUV illumination system part countSource: ZEISS SMT press release: 30 years of EUV lithography optics (1 Apr 2025)SourcedZEISS SMT press release: 30 years of EUV lithography optics · 1 Apr 2025Open the source → parts1 Apr 2025
Period Value Source 1 Apr 2025 Source: ZEISS SMT press release: 30 years of EUV lithography optics (2025-04-01)SourcedZEISS SMT press release: 30 years of EUV lithography optics · 2025-04-01Open the source → parts ZEISS SMT press release: 30 years of EUV lithography optics ↗ primary The ZEISS EUV illumination system consists of 15,000 individual parts and weighs 1.5 tons.
Read from the sources Read from the source by an agent; quote matched mechanically against the fetched page; not yet reviewed by a person, 2026-09-24. Each value links the page it came from and quotes the sentence that carries it.
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02Why it holds things up
The mirror systems inside the scanner are polished to a tolerance one supplier has ever achieved. It is a chokepoint inside a chokepoint, and the constraint is know-how, not capacity.
Part of the process · Compute, which takes quarters to years to loosen once somebody decides to.
03Severity
How this is computedSum of four judged scores, each 0–3: concentration + substitution + lead time + inelasticity.Method →Code → / 12
One optics maker inside the one scanner maker. The constraint is know-how, and it does not copy.
04Who makes it
| Organisation | Step | Evidence | |
|---|---|---|---|
| Carl Zeiss SMTPrivate | DE | Makes it | Verified source ↗ |
05What it rests on, and what rests on it
Depended on by
- EUV lithography scanners
“The key element of the wafer scanners are lithography optics from the ZEISS Semiconductor Manufacturing Technology (SMT) segment.”
zeiss.com · primary source
A recorded dependency is a sentence, not a share, a volume or a contract. Walk it on a portfolio →
06Rules that govern it
2026 update of the EU control list of dual-use items
Adds chipmaking equipment to the EU control list, including deposition tools for molybdenum and ruthenium and EUV mask inspection.
07What would remove it
- Nanoimprint lithographyEstimate by Substrata, open to challenge, 2026-09-18: Canon commercialised the FPA-1200NZ2C in October 2023 and shipped one to the Texas Institute for Electronics in 2024, at 14 nm minimum linewidth — equivalent to a 5 nm node. That is a real machine doing real patterning, but not volume logic production: throughput, defectivity and the supply of 1:1 imprint masks are the open questions, and a stamp touching the wafer fails differently from light.Estimate, not a measurementCanon commercialised the FPA-1200NZ2C in October 2023 and shipped one to the Texas Institute for Electronics in 2024, at 14 nm minimum linewidth — equivalent to a 5 nm node. That is a real machine doing real patterning, but not volume logic production: throughput, defectivity and the supply of 1:1 imprint masks are the open questions, and a stamp touching the wafer fails differently from light.By Substrata, open to challenge · 2026-09-18Supporting source → · Prototype at meaningful scale
Canon states the transfer "does not go through an optical mechanism", so the mirror stack that only one company can polish is not in the path.
08Science pipeline
judged, with a citation claimed, no citationNumber: papers, preprints and grants the feeds collected — unreviewed
- Study of interfacial structure and optical performance of hard x-ray multilayer mirrors
We investigate three different multilayer (ML) systems - Mo/Si, W/B₄C, and Ru/B₄C- with an emphasis on their structural characteristics and some representative optical performance for application in the hard x-ray region. High-quality Mo/Si and W/B₄C MLs with well-defined…
Applied / lab · Says "fabricated".From OpenAlex · not yet reviewedDOI
- Development of high-precision nickel electroforming process for EUV and x-ray optics
Electroforming is a replication technique that produces metal components with inverse geometries of a mandrel by electrodepositing thick metal layers onto its surface and subsequently separating them. Owing to its superior replication accuracy, this technique is widely used for…
Fundamental research · No laboratory or pilot wording.From OpenAlex · not yet reviewedDOI
- Mo2N as a novel barrier layer to mitigate interface imperfection in (Mo/Si)-based soft x-ray multilayer mirror
Mo/Si serves as a popular pair of building block for development of soft X-ray mirror offering theoretical peak reflectivity ~70%. However, interface imperfection at Mo/Si interface is an important concern which often limits the experimental peak reflectivity down to ~60 % to…
Fundamental research · No laboratory or pilot wording.From OpenAlex · not yet reviewedDOI
- Benefits of alternative reticles for high-NA EUV logic metal printing
The introduction of ASML’s EXE:5000 scanner has allowed to keep Moore’s law on track. It uses a Numerical Aperture (NA) of 0.55, which, compared to the 0.33NA of the NXE scanners, allows for a significant increase in resolution and enables the printing of unprecedently small…
Fundamental research · No laboratory or pilot wording.From OpenAlex · not yet reviewedDOI
- A lab-scale EUV high-intensity exposure setup for small-spot exposures and angular-resolved photoelectron spectroscopy
This work investigates extreme ultraviolet (EUV)-induced photoemission in materials relevant for EUV lithography, combining synchrotron-based X-ray photoelectron spectroscopy (XPS and ARPES) measurements with Monte Carlo photoemission modeling. Gold (Au) is used as a reference…
Fundamental research · No laboratory or pilot wording.From OpenAlex · not yet reviewedDOI
09What has happened
Nothing recorded about this one yet.
Events are added when a source is read and accepted by hand.
10What this holds up
- Siliconone turn: Months
Worst judgement on this loop: How this is computedThe highest severity score among the bottlenecks recorded as gates on the loop.Method →Code →, judged 2026-09-15
A loop is one design, build and measure turn. Severity is a dated judgement on a 0–12 scale, not a measurement, and the judgements are not added together — the figure shown is the worst single one.
Discussion
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