Re:Intel and the $1.5trn chip industry meltdown
by snovv_crash on Tuesday October 18, 2022 @02:09PM
(#33251568)
Apparently ASML's internal processes are a mess, with everything consistently blocked by technical debt. I suspect this is the biggest blocker to their ability to scale their production faster.
Re:Intel and the $1.5trn chip industry meltdown
by achenet on Tuesday October 18, 2022 @02:31PM
(#33251824)
this makes me wish I were like the Harvey Keitel character in Pulp Fiction, so I could straighten my tie, say "I'm on it", and hop into my vintage Mercedes convertible to go fix it.
Re:Intel and the $1.5trn chip industry meltdown
by mattclarkdotnet on Wednesday October 19, 2022 @06:46AM
(#33260187)
It’s a Honda and it’s not a convertible. Memory is strange.
Re:Intel and the $1.5trn chip industry meltdown
by tyingq on Wednesday October 19, 2022 @03:08PM
(#33266545)
US model, so it was an Acura NSX. Don't know if the one in the film had it, but some years of the NSX had a removable targa top.
Re:Intel and the $1.5trn chip industry meltdown
by lmm on Tuesday October 18, 2022 @08:20PM
(#33255856)
Frustrating your consumers by not being able to supply their orders is how you stop being a monopoly. Eventually your backlog is long enough that it becomes worth your clients figuring out how to do what you do in-house, or a startup spots an opportunity. Being oversubscribed is a nice position to be in, but it doesn't mean you can rest on your laurels. (Plus, even if you're hitting your profit targets, leaving a boatload of money on the table has gotta be frustrating for at least some of ASML's employees and insiders).
My comment is that ASML is hitting their profit targets, they have backlog until 2024. If I were leading ASML or an employee of it, I wouldn't want to scale up. I am already hitting my targets, it's cozy, I have backlog until 2024, I have no competition.
The current situation is good for ASML and bad for us.
My comment is equally applicable for all companies in the supply chain that are monopolies.