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> Downstream effects of this fire will reduce the uptime of the machines and the delivery of promised machines to our customers. Given that it is the factory a
by traceroute66 5y ago
> Downstream effects of this fire will reduce the uptime of the machines and the delivery of promised machines to our customers.
Given that it is the factory acquired from Berlin Glas in 2020, surely its capacity would only "just" be coming online at ASML and they have pre-existing capacity elsewhere ?
- CookiesNCream23 5y agoCan't talk about that :)
- aemreunal 5y agoThey may have sold that production with the assumption it'll come on, which will now be delayed.
- postingawayonhn 5y agoIt sounds like Berlin Glas was already supplying these components to ASML and ASML just decided to buy them out.