On one hand we are creating individual transistors which are the basic building block of electronic circuits, about five billion in a nicer computer chip. As a size comparison, the width of your hair is 10,000x bigger. To make things even more challenging, you are building those layer upon layer and relying on each to be aligned perfectly with the one below it on the order of a couple of nanometers. To give you an idea, there are five silicon atoms per nanometer so you’re aligning dozens of silicon atoms on top of dozens of silicon atoms. If you’re off by just a few atoms the thing doesn’t work. If you have five billion transistors and 99.99 percent of them work, you wouldn’t have a working computer chip. You have to have tremendous yield and quality control for such a mass of tiny electronic components and miles of interconnecting nanowires. There’s a reason there are only four or five top-tier suppliers, because the know-how is very specialized and takes decades to develop. We do see a lot of spending to build up the capacity, but that’s going to take 18 months to a couple years. A build cycle for these tools is typically more than six months. Think about all the different supply chains involved, and then the facility itself which needs to be populated, tested, and validated all before production starts. Because the demand is so tremendous, those companies will be relying more and more on public & private partnerships for incentives or funding to make these facilities a reality.