> 2) without ongoing service and support from ASML and many other Western vendors, the equipment will work for about as long as the leased aircraft that Russia stole from Airbus's and Boeing's customers. They might get six or twelve months of production out of TSMC's facility, and then things will start to break that they will not be able to fix easily.
Right. Fab tools require constant maintenance. I'm sure they keep a stock of repair kits and spare parts, but probably no more than a few months supply. Their supply chain ops (procurement and engineering) sets min/max stock levels of these parts, but I'm willing to bet that there's no more than a few months supply on hand. And then equipment gets dirty, wafers get scrapped, yield plummets, etc.
Right. Fab tools require constant maintenance. I'm sure they keep a stock of repair kits and spare parts, but probably no more than a few months supply. Their supply chain ops (procurement and engineering) sets min/max stock levels of these parts, but I'm willing to bet that there's no more than a few months supply on hand. And then equipment gets dirty, wafers get scrapped, yield plummets, etc.