4 sources healthy · latest episode 9 Nov 2026
descriptive claim

EUV equipment is a major but not the only production bottleneck, and equipment across the industry is experiencing substantial supply shortages.

Unresolved speaker · What will computer chips look like in 2045? · 22 Oct 2026

In their words

The transcript segments this claim was taken from

“And EUV or ASML is not the only bottleneck.”
“It is definitely a bigger bottleneck than some of the other, uh, ch- Tools, but, but to a, to a large extent, we're seeing, uh, all equipment, uh, seeing tremendous, uh, supply, supply shortage.”
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