Earlier quoted context omitted.
Even if they 10x their production you are talking about 200 of the same machine max per year. Nowhere near the numbers where proper industrial automation would make much sense. Also who would be buying these machines if they 10x their production? They go into fabs that costs 10 to 20 billion to build. Let’s say you put 10 of them in each fab. It would still require 150 billion in fab investments every year. There is…
All these numbers remind me how people looked at rocketry pre-SpaceX. "Oh, the most complex, expensive, etc thing in the world" (Rightly so) And then they come in to commoditize the market, make it accessible for lower players by aggressively trying to bring down cost-per-unit via simplicity and process automation. Not saying it could apply to ASML, but I wonder... :)
It is actually the opposite. Everything is really expensive because you have to be constantly making the newest/greatest thing. A 5 year old lithography machine is pretty much useless for manufacturing high end chips (there is its own market for their output but phones and computers are not it)
Basically if you tried to do the SpaceX way of making a "good enough" rocket (Falcon 9) and use it for a decade+ you would be bankrupt very fast. Nobody wants to pay top dollar for old tech.
edit:
> aggressively trying to bring down cost-per-unit
And what makes you think ASML is not trying to do that? Every cent they save on cost-per-unit increases their profit margin.