[ksec]

Because that single customer paid in advance and book those capacity?

That is how it works in literally all other industry supply chain.

[zibzab]

In practice, how is that different from not having the capacity to serve others?

[ksec]

That is not how capacity planning works. You dont built it and hope for them to come.

If others were willing to paid, take the risk and book in advance they will have the capacity the need. But rarely anyone was will to pay the price premium. They wait for it to become a little more mainstream.