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Re:Intel and the $1.5trn chip industry meltdown by terminalcommand on Tuesday October 18, 2022 @01:36PM (#33251060)
That's true, but this is one of the most important techs we have. From the recent news, I see that TSMC wants ASML to scale up as well. TSMC announced that it will cut its capital expenditure by 10% due to supply problems. This announcement tanked ASML's share price.

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.

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).