Agreed that ASML isn't the only important company, but they are clearly very important. EUV is the core technology for the leading-edge nodes of Intel, Samsung

Agreed that ASML isn't the only important company, but they are clearly very important. EUV is the core technology for the leading-edge nodes of Intel, Samsung, and TSMC. ASML is the only company in the world that makes those machines. They sold 6 of them this past quarter and delivered 9, despite limitations on their ability to do business with Chinese foundries. They're approximately four-fifths of the lithography market in general, and basically five-fifths of the EUV market. So while their machines are not the only component of a foundry's toolkit, it's quite clear that ASML is a critically important business.