If the "wall" was the current wavelengths (ArF) just don't cut it, then the competition has gone around the wall with EUV. I have no insider knowledge but EUV

If the "wall" was the current wavelengths (ArF) just don't cut it, then the competition has gone around the wall with EUV. I have no insider knowledge but EUV is super expensive. It could be that the bean counters tried to delay one node too long.