nanog mailing list archives

Re: Serious Juniper Hardware EoL Announcements


From: John Gilmore <gnu () toad com>
Date: Tue, 14 Jun 2022 13:32:08 -0700

Matthew Petach <mpetach () netflight com> wrote:
https://cacm.acm.org/news/257742-german-factory-fire-could-worsen-global-chip-shortage/fulltext

That was the *sole* supplier of extreme ultraviolet lithography machines
for every major chip manufacturer on the planet.

Chip shortages will only get worse for the next several years.  The light
at the end of the tunnel is unfortunately *not* coming from an ultraviolet
lithography machine.  :(

It's quite trendy (but inaccurate) to declare that everything sucks,
human life on the planet is ending, etc.  Matthew's last paragraph seems
to be one of those unduly dire conclusions, based on subsequent news
after January.  See:

  https://www.asml.com/en/news/press-releases/2022/update-fire-incident-at-asml-berlin

  https://www.cnbc.com/2022/01/19/asml-profit-beats-despite-berlin-fire-sees-20percent-sales-growth-in-2022-.html

Those with a detailed interest in the topic can speak directly with
Monique Mols, head of media relations at ASML.com, at +31 652 844 418,
or Ryan Young, US media relations manager, +1 480 205 8659.  Ryan
confirmed to me today that the latest news is in the above links: there
is expected to be no impact from the fire on ASML's extreme UV delivery
schedule.  He says they will provide a further update at their large
annual meeting in about a month.

        John
        


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