ChurchillWw — ZEISS is expanding all three of its main German optics plants at once

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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.

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Winston✓ @ChurchillWw
Aug 2

ZEISS is expanding its three main German plants at the same time. The company makes the optics for ASML's chip machines in Oberkochen, and the site is adding about 25,000 square meters of production space. Wetzlar and Jena have new buildings going up as well.

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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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