They are not fabbing the chips there, just assembling the machines.

The price of the carried inventory is still significant; the scale they mention reaching towards is thousands per day. That's not including the backlog of components they would have onsite to ensure production uptime.

	▲	justsid 2 hours ago \| parent [-]
		Absolutely, but they are not losing a billion+ in EUV machines with year+ lead times in a flood. It'll hurt for sure though and doesn't appear to be the smartest overall move.