EUV was just an example — the broader point is that lithography capacity, wafers, gases, and fab-hours all get allocated across product lines. If GPUs generate

EUV was just an example — the broader point is that lithography capacity, wafers, gases, and fab-hours all get allocated across product lines. If GPUs generate dramatically higher margin per wafer-hour than SATA SSDs, fabs will re-shift capacity toward them. Whether NAND uses EUV specifically doesn’t really change that upstream pressure.