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EUV projection optics

The mirrors inside those machines, polished flatter than anything else made. One supplier has ever achieved it.

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Severity
How this is computedSum of four judged scores, each 0–3: concentration + substitution + lead time + inelasticity.Method →Code →
How hard it binds, 0 to 12
When it bites
Now
judged 2026-09-15
Evidence
Verified
1 maker rows

01Key numbers

dated, each linked to its source
  • Output · company: Carl Zeiss SMTZEISS SMT segment revenueSourcedZEISS fiscal year 2024/25 results · 2025Open the source → EUR bn2025How 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.
    PeriodValueSource
    2025SourcedZEISS fiscal year 2024/25 results · 2025-12-18Open the source → EUR bnZEISS fiscal year 2024/25 results ↗ primarySemiconductor 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.
    2024SourcedZEISS fiscal year 2023/24 results · 2024-12-17Open the source → EUR bnZEISS fiscal year 2023/24 results ↗ primarySemiconductor 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).
    2023SourcedZEISS fiscal year 2022/23 results · 2023-12-19Open the source → EUR bnZEISS fiscal year 2022/23 results ↗ primarySemiconductor 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.
    2022SourcedZEISS fiscal year 2022/23 results · 2023-12-19Open the source → EUR bnZEISS fiscal year 2022/23 results ↗ primarySemiconductor 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 headcountSourcedZEISS SMT About us (in figures) · 2025Open the source → people (FTE)2025
    PeriodValueSource
    2025SourcedZEISS SMT About us (in figures) · 2025Open the source → people (FTE)ZEISS SMT About us (in figures) ↗ primary9,349 Colleagues (based on full-time equivalent) work on pioneering innovations for the semiconductor industryPage undated; shown alongside FY2024/25 revenue, so likely FY2024/25 (to Sep 2025) - accessed 2026-09-24

    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.

  • Other · company: Carl Zeiss SMTZEISS EUV development partner networkSourcedZEISS SMT About us (in figures) · 2025Open the source → partners2025
    PeriodValueSource
    2025SourcedZEISS SMT About us (in figures) · 2025Open the source → partnersZEISS SMT About us (in figures) ↗ primary1,200 International partners in the development networkPage undated; accessed 2026-09-24

    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.

  • Other · company: Carl Zeiss SMTEUV illumination system part countSourcedZEISS SMT press release: 30 years of EUV lithography optics · 1 Apr 2025Open the source → parts1 Apr 2025
    PeriodValueSource
    1 Apr 2025SourcedZEISS SMT press release: 30 years of EUV lithography optics · 2025-04-01Open the source → partsZEISS SMT press release: 30 years of EUV lithography optics ↗ primaryThe 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.

Every series on every bottleneck — filter, compare and download.

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

judged 2026-09-15 · a judgement, not a measurement

How this is computedSum of four judged scores, each 0–3: concentration + substitution + lead time + inelasticity.Method →Code → / 12

How few suppliers qualify
Estimate, not a measurementOne optics maker inside the one scanner maker. The constraint is know-how, and it does not copy.By Substrata, open to challenge · 2026-09-15 / 3
How hard to replace
Estimate, not a measurementOne optics maker inside the one scanner maker. The constraint is know-how, and it does not copy.By Substrata, open to challenge · 2026-09-15 / 3
Decision to new capacity
Estimate, not a measurementOne optics maker inside the one scanner maker. The constraint is know-how, and it does not copy.By Substrata, open to challenge · 2026-09-15 / 3
Can the buyer walk away
Estimate, not a measurementOne optics maker inside the one scanner maker. The constraint is know-how, and it does not copy.By Substrata, open to challenge · 2026-09-15 / 3

One optics maker inside the one scanner maker. The constraint is know-how, and it does not copy.

04Who makes it

1 verified of 1 rows
OrganisationStepEvidence
Carl Zeiss SMTPrivateMakes itVerified source ↗

05What it rests on, and what rests on it

each row quotes the page it rests on

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

All policy →

07What would remove it

  • Nanoimprint lithographyEstimate, 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.

All science →

08Science pipeline

41 papers, preprints and grants collected, unreviewed
  1. Research33 (Computed: Items per stage = papers, preprints and grants collected for the bottleneck whose relevance score is 2 or more, placed on a stage by the rule in lib/science.ts; judgements are counted separately.)+1 (Computed: Items first collected in the last 7 days whose publication or award date is within the last 30 days.) new
  2. Lab8 (Computed: Items per stage = papers, preprints and grants collected for the bottleneck whose relevance score is 2 or more, placed on a stage by the rule in lib/science.ts; judgements are counted separately.)+1 (Computed: Items first collected in the last 7 days whose publication or award date is within the last 30 days.) new
  3. Pilot0 (Computed: Items per stage = papers, preprints and grants collected for the bottleneck whose relevance score is 2 or more, placed on a stage by the rule in lib/science.ts; judgements are counted separately.)
  4. Early0 (Computed: Items per stage = papers, preprints and grants collected for the bottleneck whose relevance score is 2 or more, placed on a stage by the rule in lib/science.ts; judgements are counted separately.)
  5. Scale0 (Computed: Items per stage = papers, preprints and grants collected for the bottleneck whose relevance score is 2 or more, placed on a stage by the rule in lib/science.ts; judgements are counted separately.)

judged, with a citation claimed, no citationNumber: papers, preprints and grants the feeds collected — unreviewed

The full pipeline, by stage →

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

1 loop
  • 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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