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By the end of this decade the ceiling on AI compute is set by ASML, the lowest rung of the supply chain, and not by anything above it.

Drawn from what Dylan Patel said

Subjectsemiconductors
What this subject means

semiconductors The chips and the companies that make them: NVIDIA, TSMC, ASML, and what a fab can and cannot do.

Mental modelBottlenecks

What Dylan Patel actually said

  1. Dylan Patel Founder and chief executive of SemiAnalysis
    So to scale compute further right there's some different bottlenecks this year next year uh but ultimately by 2829 the bottleneck falls to the lowest rung on the supply chain which is ASML right ASML makes the world's most complicated machine i.e. an EUV tool.

    Where this was said

    Watch from 0:37:03 plays here

    ↗Dylan Patel — The single biggest bottleneck to scaling AI computeyoutube.com

    13 Mar 2026 · video · 2h 30m · spoken · machine transcript

    All 28 korrents from this recordingthis one is 7th

Added to korrents 7 Sept 2026 · How quotes work · Something wrong? Tell us

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