Guess what happens to the world’s chip production capability when Russia attacks the EU?
”ASML is the only maker of a key technology - extreme ultraviolet (EUV) photolithography - needed to manufacture the most advanced chips…
Koch's own calculations suggested it would only become cost effective to switch over from the older technology around 2030-2031….
"This means ASML is likely to have excess High-NA capacity between their factory ramp in 2027-28 and full adoption in leading-edge logic a few years later," he added.”