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CNBC Marathon investigates the intricate, high-stakes world of semiconductor manufacturing from the Dutch labs powering AI chip breakthroughs to the billion-dollar fabs reshaping U.S. industry.
In a highly secured lab in the Netherlands, ASML spent a decade developing a $400 million machine that’s transforming how microchips are made. High NA is the latest generation of EUV, the only machines in the world that can etch nanoscopic blueprints on advanced chips for giants like Intel, TSMC and Samsung. The size of a double-decker bus, only five of these machines have been shipped so far. It’s unclear how Trump’s tariffs will impact the complex global supply chain for the lithography machines. But without them, no advanced chips can be made by the likes of Nvidia, Apple and AMD. No filming of High NA has ever been allowed until CNBC went to the Netherlands for this exclusive first look.
Texas Instruments is building a $60 billion U.S. manufacturing megaproject where Apple vows to make "critical foundation semiconductors" for iPhones and other devices. CNBC went to Sherman, Texas, for an exclusive first look inside the newest fab of seven TI's building in Utah and Texas to provide U.S.-made chips to customers like Nvidia and Ford. TI shares have suffered amid tariff concerns, and it's lost analog market share for several years, but top leaders are confident about the huge spend.
iPhone Air was the big star unveiled by Apple in early September but inside was another hardware set l
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