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Stability and long product lifecycles are incredibly important to them. They're pretty much the opposite of move fast and break things or deploy early/deploy often.



Try searching how much money is lost by clients if the fab is down. You have to be very careful with software for fabs.


Absolutely. What makes a lot of sense for one organization would be absolutely insane for others. ASML has incredible innovation in some areas but I'd expect them to prioritize stability in others.


Honestly, if you think about the availability guarantees that these FAB's have to deliver, I'm kinda surprised they don't run off of IBM mainframes. Can't believe it but it would be a perfect use case. High bandwidth I/O, paired with ungodly, over-the-horizon-radar like availability.




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