Competitive Analysis

EDGE SMT VS
THE WORLD
FABRICATION

EdgeWATS vs ASML EUV. EdgeWATS vs CVD. EdgeWATS vs ALD. EdgeWATS vs every semiconductor fab tool on the planet. One desktop machine. 52 converged beam slots. 55,000+ peer-reviewed recipes — and growing toward 1,000,000. No photomask. No cleanroom. No silicon.

<1nm
Feature Resolution
55K+
Peer-Reviewed Recipes
$0
Photomask Cost
1
Machine Replaces Entire Fab Line
EdgeWATS V1 Machine
EdgeWATS V1 — 12×12×12 inch
WATS Design Studio
WATS Design Studio — Desktop Fab at Scale
Semiconductor Fabrication

EDGEWATS
VS EUV LITHOGRAPHY

ASML's EUV systems are the most expensive machines ever built — $380M per unit, requiring a dedicated cleanroom, photomasks costing $500K each, and a global supply chain spanning 5,000 components from 800 suppliers. EdgeWATS is a desktop machine. No mask. No cleanroom. One recipe file.

Metric EdgeWATS V1 ASML EUV (NXE:3600D) ASML DUV (ArF Immersion) E-Beam Direct Write
Unit CostDesktop scale — fraction of EUV cost~$380M per system~$80M per system$5M–$50M per system
Feature Resolution<1nm — sub-angstrom via HHG + e-beam slots~13.5nm EUV wavelength — ~2nm patterned~193nm DUV — ~7nm patterned with multi-patterningSub-10nm — but very slow throughput
Photomask RequiredNone — wavelength-addressed direct writeYes — $300K–$500K per mask setYes — $50K–$100K per mask setNo — direct write
Cleanroom RequiredNo — WATS operates in controlled atmosphereYes — ISO Class 1, massive infrastructureYes — ISO Class 1Yes — high vacuum required
Silicon SubstrateNot required — grows 2D materials on any substrateYes — silicon wafer onlyYes — silicon wafer onlyYes — silicon or specialty substrate
Materials SupportedMoS₂, graphene, hBN, perovskite, GaO, and 100+ moreSilicon, SiGe, limited III-VSilicon, SiGe, limited III-VSilicon and some III-V
Recipe Library55,000+ peer-reviewed R-recipes — growing to 1M+Proprietary process library — not transferableProprietary process library — not transferableProprietary — tool-specific
Multi-Material in One RunYes — 52 slots address different materials sequentially or simultaneouslyNo — one material system per lithography stepNo — separate deposition tools requiredNo — patterning only, deposition separate
Supply ChainSelf-contained — EdgeWATS is the supply chain800+ suppliers, 5,000+ components, global dependencyHundreds of suppliers — globalMultiple vendors — less complex than EUV
Domestic AvailabilityYes — US-designed, US-fabricatedNetherlands only — export controlledNetherlands only — export controlledUS vendors exist — limited capability
Thin Film Deposition

EDGEWATS
VS DEPOSITION METHODS

CVD, ALD, MBE, PVD — each is a single-modality tool requiring a separate piece of equipment, a separate facility, and a separate process step. EdgeWATS replaces all of them. Every deposition chemistry is a recipe slot. Every material is a wavelength address.

Metric EdgeWATS CVD / MOCVD ALD (Atomic Layer Deposition) MBE (Molecular Beam Epitaxy)
Process TemperatureRoom temperature — photochemical activation600°C–1200°C — high thermal budget150°C–400°C400°C–800°C — ultra-high vacuum
Materials per Machine100+ — recipe-defined, any slot combination1–3 — tool-specific chemistryDozens — but one at a time, slow1–2 — ultra-specific to machine config
Deposition RateTunable per recipe — simultaneous multi-layerFast — high throughputVery slow — one atomic layer per cycleVery slow — atom-by-atom
Conformality3D addressable — beam geometry defines deposition zoneGood for planar, poor for high-aspect-ratioExcellent — follows any geometryLine-of-sight only
Vacuum RequiredControlled atmosphere — not high vacuumLow to moderate vacuumLow to moderate vacuumUltra-high vacuum — 10⁻¹¹ Torr
Patterning IntegratedYes — WATS deposits AND patterns in same runNo — requires separate lithography stepNo — blanket deposition onlyNo — separate patterning required
2D Material GrowthNative capability — MoS₂, graphene, hBN, TMDsPossible but high temp — damages 2D layersPartial — limited 2D material supportYes — but ultra-slow and ultra-expensive
Machine FootprintV1: 12×12×12 inchesRoom-sized — dedicated facilityRoom-sized — dedicated facilityVery large — ultra-high vacuum chamber
55,000+ Recipes
Every R-recipe in the EdgeWATS library has a traceable peer-reviewed literature source. Parameters are not estimates — they are published, validated process conditions. The library is growing toward 1,000,000. No other fabrication system in the world has a unified cross-material recipe database in a single queryable format.
1M+
target recipe count
Seven Generations. One Physics.
EdgeWATS scales from a desktop enclosure to a facility-scale fabrication platform — same photochemical physics, same recipe format, same beam architecture at every size. ASML's EUV requires a crane and a dedicated building at every node.

V1 — 12×12×12 inches (desktop)
V2 — 24×24×24 inches
V3 — 36×36×36 inches
V4 — 12×12×12 feet
V5 — 12×24×24 feet
V6 — 24×50×50 feet
V7 — 24×100×100 feet
V1–V7
desktop to facility scale
Self-Improving
EdgeWATS fabricates its own phononic crystal combiner in Phase 2. The machine that builds chips eventually builds a better version of itself. The long-term loop: WATS builds EdgeChip, EdgeChip replaces WATS control computer, WATS builds better EdgeChip. No external fab ever required again.
improvement loop iterations
Fab Infrastructure

EDGEWATS
VS FAB INFRASTRUCTURE REQUIREMENTS

Building a conventional semiconductor fab costs $10B–$20B and takes 3–5 years before a single wafer ships. TSMC's Arizona fab cost $40B. Intel Ohio is $20B. EdgeWATS changes every number in that equation.

Metric EdgeWATS System TSMC 3nm Fab (Arizona) Intel Ohio Fab Samsung Texas Fab
Capital CostDesktop machine — not a building$40B+ total investment$20B+ planned$17B+
Build Time to First WaferEdgeWATS ships — recipe loads — run starts3–5 years construction + qualification3+ years (delayed multiple times)3+ years
Cleanroom RequiredNoYes — millions of sq ft ISO Class 1Yes — massive facilityYes — massive facility
Water ConsumptionMinimal — no wet chemical bathsMillions of gallons per day — water crisis riskMillions of gallons per dayMillions of gallons per day
Chemical WasteNear zero — photochemical process, no wet etchMassive — hundreds of process chemicals, EPA regulatedMassive chemical waste streamMassive chemical waste stream
Foreign DependencyNone — US-designed, US-built, US-operatedASML EUV (Netherlands) — single-source dependencyASML EUV (Netherlands)ASML EUV (Netherlands)
Silicon RequiredNever — 2D semiconductor materials onlyYes — prime silicon wafer supply chainYes — prime silicon wafer supply chainYes — prime silicon wafer supply chain
Export Control RiskNone — Edge owns the technology domesticallyASML export license required — US policy dependentASML export license dependencyFull US export control exposure
ONE MACHINE.
EVERY
MATERIAL.

TSMC builds chips in a $40 billion facility with 800 suppliers, millions of gallons of water per day, and a single-source dependency on an export-controlled Dutch machine. EdgeWATS fits on a desk, uses no water, has no photomask, requires no cleanroom, and grows over 100 materials from a recipe library that is already the largest unified fabrication database ever assembled. The comparison is not close. It is not even the same category of thing.

$0
Photomask Cost
<1nm
Feature Resolution
55K+
Peer-Reviewed Recipes
0
Foreign Tool Dependencies
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