[[2025-08-13|25-08-13]] as i cooked exam question on newsvendor and rq policy on chips - ### From ASML's Story: 3. **The $200 Billion Bottleneck**: ASML's EUV machines have multi-year lead times and no alternatives. Samsung's chairman personally visits them. This exemplifies extreme supplier dependency—when your reorder point calculation assumes supplier availability, but there's only one supplier globally. [[세계에서 제일 중요한 기업ㅣ반도체 시장의 독재자, 네덜란드의 치트키 기업, ASML 이야기ㅣ수요시장 - English.txt]]