Substrate is building America's next-generation semiconductor foundry
San Francisco, CA
Joined May 2022
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Substrate retweeted
Congratulations to the @googledeepmind team. @jeffdean's work on "TPU brains helping design next-generation TPU bodies" is a powerful demonstration of where AI co-design is heading in semiconductors.
We are honored to see our work with @googledeepmind's AlphaEvolve featured alongside major breakthroughs from @googleresearch and @googlecloud, as well as other impactful commercial applications.
Substrate retweeted
In September 2023, the @substrate team prepared an analysis on China's (still) not-yet-known rapid progress in advanced precision optics for EUV. This important work by China might otherwise be missed. We redacted portions we deemed best to protect. substrate.com/optics_documen…
Substrate retweeted
Yesterday, @Reuters reported that China had completed a domestically built EUV tool. In the piece, they stated that "China still faces major technical challenges, particularly in replicating the precision optical systems that Western suppliers produce." reuters.com/world/china/how-…
Substrate retweeted
10-30-2025 ($)
An Interview with Substrate CEO James Proud About Building a Disruptive Foundry in America
stratechery.com/2025/an-inte…
Substrate retweeted
How to Kill 2 Monopolies with 1 Tool
Substrate X-Ray Lithography,
a New American Foundry,
$10k Logic Wafers
newsletter.semianalysis.com/…
Substrate retweeted
History repeatedly shows that American science and engineering solve impossible tasks. I started Substrate because I believed that this impossible task is one worth trying.