they better confirm a shortage of actual income.

"We will make less consumer GPUs this year"

"Hey guys GPUs are harder to get this year, tough times ahead"

Even if they were handed the info on a golden platter it would take years for them to actually build up production. And by the time they've built it up it will be old tech.

AI has been an absolute game-changer for these companies!

Now they can create an artificial supply shortage, bump the prices up, and never deal with the economic side-effects of Moore's Law again!

Fuckers.

At this rate I won’t be able to replace my 2080 until 2080.

I don't think you have any idea how hard EUV actually is. ASML was told for decades it could never be done and they were throwing money away by trying to make it happen. Even inside the company a lot of folk were against the whole thing, stating it was not possible. If it weren't for the leadership having stuck by it during development, it would never have been done.

It took advances in physics, math and engineering to even create the technology, let alone make it reliable, fast and cheap enough to make it usable for mass production purposes. It's a huge advancement and has a good few years in optimizations and improvements ahead.

What's next after EUV? I don't think anyone really knows, this might be the end of the line as far as shrinking node sizes goes. And we'll need to look into novel structures and materials. Or who knows, ASML might have something else cooking in a top secret project.