The speaker says that earlier this year Carl Zeiss did not anticipate needing enough mirrors for 100 EUV tools annually, but has since started planning for that level; given current economics, the speaker believes the required production should be higher still.

“In fact, you go to talk to someone at Carl's Ice,”

“they're like, yeah, yeah, yeah, we need to make 100 EV tools by the end of the decade.”

“I think when we first had our episode.”

“earlier this year they didn't even think they needed to make that many enough mirrors to make 100 uv tools a year um and and so now they're they've like sort of they're like okay we need to do that but in reality you know because of all the economics of what's going on it should be even more um”