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I think you might be misunderstanding me. I meant “somebody should scale making those machines that ASML could make two years ago”.

And maybe not two years, but 5, but you catch my vibe here.




But they are! It just takes way longer than two years, both to scale production in house (creating the first takes way longer than than, creating the second in 2 is already fantastic), and to create any supply chain market which others could use to compete. Canon surely has been trying, and failing, because it's hard.




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