Overview

Substrate is developing a new chipmaking system that uses X-ray lithography powered by a proprietary particle accelerator to pattern circuits on silicon wafers. The technology aims to lower lithography costs by about half and is demonstrated at U.S. National Laboratories and in its own facilities. It differentiates itself by pursuing a more vertically integrated U.S. foundry to reduce reliance on overseas fabrication and strengthen supply-chain resilience. The goal is to produce its first chips by 2028 and help bring advanced AI and robotics chips manufacturing back to the United States.