[traceroute66]

> Downstream effects of this fire will reduce the uptime of the machines and the delivery of promised machines to our customers.

Given that it is the factory acquired from Berlin Glas in 2020, surely its capacity would only "just" be coming online at ASML and they have pre-existing capacity elsewhere ?

[postingawayonhn]

It sounds like Berlin Glas was already supplying these components to ASML and ASML just decided to buy them out.

[aemreunal]

They may have sold that production with the assumption it'll come on, which will now be delayed.

[CookiesNCream23]

Can't talk about that :)