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Non-Tech : Kirk's Market Thoughts
COHR 128.77-2.5%Nov 4 3:59 PM EST
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To: Elroy who wrote (26390)11/3/2025 9:51:47 AM
From: Kirk ©  Read Replies (1) of 26408
 
It might mean they can't get any more equipment from Lam, AMAT and ASML online to build the chips until 2027.
Does it mean (if true) that a company with a successful product cannot increase the forecast production volume until 2027? Sorta hard to believe.....
They are getting incredible margins so I'm sure they'd be happy to borrow money from Al Capone to buy more equipment if money to expand was the only issue. From what I've read, the biggies like Nvidia and Apple are more than happy to pay for future orders with equity stakes or just advance orders to help build the factories.
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