[renewiltord]

The answer is quite simple, actually. It's a hardware business so they have to right-size their equipment to projected demand and the tool-up time in specialty hardware is long because of the need for specialty components.

i.e. they need to project out demand x years in advance because their things are expensive and slow to build, and their components vendors have the same problem with the additional problem that their components vendors only have one customer for some of their products: them.

There is no other equivalent use for much of what they need so if they fuck it up they've got too much equipment too fast.

This is a classic hardware business problem.