ChurchillWw — ZEISS is expanding all three of its main German optics plants at once
ChurchillWw — ZEISS is expanding all three of its main German optics plants at once
A concrete capacity datapoint on the sole-source optics chokepoint behind every EUV scanner: ~25,000 sqm added at Oberkochen with Wetzlar and Jena building too. Capex at the choke is the tell the optical thesis watches for.
Why it's worth your time
A concrete capacity datapoint on the sole-source optics chokepoint behind every EUV scanner: ~25,000 sqm added at Oberkochen with Wetzlar and Jena building too. Capex at the choke is the tell the optical thesis watches for.
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