US Boosts Laser Startup xLight Amid Semiconductor Race

The US government may invest $150 million in the startup xLight under the CHIPS Act. XLight claims to create the world’s most powerful lasers, not for military or fundamental science needs, but for semiconductor manufacturing. XLight is working on a free-electron laser system that could be used in lithographic machines. This technology represents an alternative light source for extreme ultraviolet (EUV) lithography systems used to produce modern chips.

The company XLight, chaired by Pat Gelsinger, who led Intel until his resignation at the end of 2024, proposed using technology borrowed from particle accelerators to create a device that would consume much less energy than existing lasers. If successful, such lasers could be used in machines from ASML as well. Investments by the US government indicate that they see potential in the technology. Additionally, in case of success, the US will have another significant player in one of the most crucial markets of modern civilization.

However, it should be noted that only a memorandum of understanding has been signed between xLight and the US Department of Commerce, so technically it does not obligate either party to anything.

Interestingly, the CHIPS Act has been a major driver in technological advancements, fostering collaboration between US-based companies and potentially drawing more significant global partnerships or competitions, especially as the US aims to secure its technological independence in semiconductor manufacturing. Recent comments from industry leaders highlight a keen interest in sustainable energy consumption, pivotal in this sector.

Meanwhile, Gelsinger’s involvement with xLight underscores the strategic importance of EUV lithography in maintaining a competitive edge against other international semiconductor firms. His past experience at Intel contributes valuable insights into advancing innovative practices within xLight.