Eon sold its new subsidiary 10 machines in march for RMB 30.8 million. That translates to $450,000 per machine. The change in Yihao's assets during 1H, (if all attributable to new machines) is 43 new machines if purchased at the same price. This matches the 45 we have been using since last year's press release.
Seriously doubt that Yihao permanently dedicates a machine to either Yihao's or LQMT's customer. Obviously, orders will be scheduled to machines according to the size and duration of the order, but not otherwise.
Machines are ordered according to total customer expected utilization.
This comes from common manufacturing experience working on the floor.