Hard to say how big a deal this is from the outside. Could be major. Anything that delays EUV production is a big deal to everyone doing leading edge chips - t

Hard to say how big a deal this is from the outside. Could be major. Anything that delays EUV production is a big deal to everyone doing leading edge chips - there is a massive backlog on demand for EUV capable manufacturing that will be a bottleneck for volume production for everyone. I thought TSMC maybe had most of the existing machines but will need more to keep up with demand - Intel and Samsung will be wanting as many as they can get their hands on too. The worry with this type of extremely specialist equipment manufacture is that throwing huge amounts of money (in addition to billions already spent) likely won’t resolve the recovery any quicker. Seems maybe the industry bottleneck is not the ability to manufacture chips - it’s one level up - the single source production of facilities that make the machines that make thr chips