The speaker estimates that an enormous tool order placed in mid-2026 could take about 18 months to arrive, reaching roughly 2028.

“I mean, we're already in the middle of '26, so there's, you know, only not, not that many years until the end of the decade. And given the lead times, you know, let's say, let's say you place a enormous order for tools today, right?”

“And you're looking at, let's say, eighteen months to get those tools. You're already into basically '28. And from that point on, if you have to build a new shell, build a new fab, I mean, you're, you're basically looking at the end of the decade.”