Substrate
@substrate
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Substrate is building America's next-generation semiconductor foundry
San Francisco, CA
Joined May 2022
Substrate is building a next-generation foundry to return America to dominance in semiconductor production. To achieve this, we will use our technology—a new form of advanced X-ray lithography—to power them. America invented semiconductors. We will lead again.
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10-30-2025 ($) An Interview with Substrate CEO James Proud About Building a Disruptive Foundry in America https://t.co/WPseGaEGLp
stratechery.com
An interview with Substrate CEO James Proud about X-ray lithography, disrupting TSMC, and betting on American innovation.
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How to Kill 2 Monopolies with 1 Tool Substrate X-Ray Lithography, a New American Foundry, $10k Logic Wafers https://t.co/mMvW2jI6uy
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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.
Substrate is building a next-generation foundry to return America to dominance in semiconductor production. To achieve this, we will use our technology—a new form of advanced X-ray lithography—to power them. America invented semiconductors. We will lead again.
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The United States invented all of the critical technologies that power today’s advanced semiconductors, but over time, we have lost the lead. For years, many have spoken of the need for a new pure-play American foundry, yet view it as an impossible task. History repeatedly shows
substrate.com
Substrate is building America's next-generation semiconductor foundry
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These patterns have been printed using a Substrate lithography system with no IP or supply chain input from other advanced lithography tools. The resolution of the features in these images is equivalent to that achievable only with what the semiconductor industry refers to as
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