5 ms·
ASML depends on lenses from a relatively small company. That company does not have interest in ramping production any more than they already have. They don't
by mcronce 4y ago
ASML depends on lenses from a relatively small company. That company does not have interest in ramping production any more than they already have. They don't care how much money they're offered.
Nobody else can get the job done. So, as they say, it is what it is.
- yucky 4y agoWhich company?
- KingLancelot 4y agoZeiss isn’t small lol
- ChuckNorris89 4y agoIt's small by HN/SV tech company standards where companies grow 2000% in workforce per year just to show growth to investors.
- Cthulhu_ 4y agoWorkforce or valuation? It's no secret that these tech companies are over-inflated, at least recently there seems to have been a correction. Companies like Zeiss are much more solid at least.
- ChuckNorris89 4y agoBoth in workforce and valuation. Companies like Zeiss have slower but more sustainable growth, but also don't move fast and break things.
- deleted 4y ago[deleted]
- smueller1234 4y ago€ 2.298 billion (2020/21) revenue https://en.m.wikipedia.org/wiki/Carl_Zeiss_SMT https://en.m.wikipedia.org/wiki/Carl_Zeiss_SMT 15 years ago, when I was there, Zeiss SMT also did the light sources (discussed elsewhere in the thread), btw, not just supplying the lenses. Don't know if that's still the case. I don't know exactly what the lens/mirror systems for EUV look like, but the "old" 193nm ones were something to behold.
- WeylandYutani 4y agoOnly a state actor could threaten ASML dominance at this point. They have outlasted all their commercial rivals.
- sveme 4y agoZeiss has more than just SMT (the guys that build the EUV mirrors), they have consumer products, a medical technology arm and one that is working on optical quality assurance and research microscopy. Alltogether 40k employees and around 6 or 7 billion Euros of annual revenue. Small on a global scale, but not that small. Great company for engineers, by the way.