Every quantum leap in technology like EUV provides opportunities for new entrants. While the entry price is steep this is somewhat mitigated by the entry door b

Every quantum leap in technology like EUV provides opportunities for new entrants. While the entry price is steep this is somewhat mitigated by the entry door being narrow i.e. tooling suppliers. Conveniently ASML has lost China as a customer due to the US embargo so negotiations about pricing for the US deliveries are a bit more relaxed than what one would expect with such narrow supply.