Comments by "TheEvertw" (@TheEvertw) on "CNBC" channel.

  1. The real reason for AMSL's success is that they took Moore's Law as fact, and work back from that to determine what needs to be done to make it reality. And then be absolutely ruthless in doing what needs to be done. Take Zeiss for example. ASML management discovered that Zeiss management lacked commitment to achieving what was necessary. So they took over the relevant department, and turns out it was possible -- if you are committed.
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  2. To destroy the misconception spread also by this video: the chip shortage is NOT caused by a lack of DUV machines. The problems are caused by the less advanced plants being worn out and not being rebuilt. When those old plants were built, they were able to charge a premium price that quickly payed for the investment. However, if those plants were rebuilt, they can not charge a premium, which makes them nonviable.
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