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Even if ASML could build more machines, I would still limited by Zeiss optics.
by bXVsbGVy 5y ago
Even if ASML could build more machines, I would still limited by Zeiss optics.
- Zigurd 5y agoEven if anyone can buy the same machines (and wafers and chemicals) as TSMC, integrating and operating a fab that results in good yields is an art. Only a couple competitors can do it. The learning curve is hideously lossy: You have high costs, billions in capital tied up creating those operating losses, and you have to sell for less because your customers know the pain you are in.