alt Hacker NewsPresumably ASML can increase production if demand is high enough the question is over what time frame. 5 years seems plausible to me but I honestly don't know what that number is.
Presumably ASML can increase production if demand is high enough the question is over what time frame. 5 years seems plausible to me but I honestly don't know what that number is.
It's ... really long, according to Dylan Patel on the Dwarkesh Podcast. The supply chain is extremely deep and complex.