I think ASML has already supplied the tooling for the factory, and GlobalFoundries has open headroom for substrates. It’s almost guaranteed that there’s some delays in other tooling, but supply for the factory is ready to go. The longest delayed parts are already installed.
I think ASML has already supplied the tooling for the factory, and GlobalFoundries has open headroom for substrates. It’s almost guaranteed that there’s some delays in other tooling, but supply for the factory is ready to go. The longest delayed parts are already installed.