"When" that happens, I'm extremely curious how and if the remaining incumbents will be able to leverage their dominant positions/technology/ip/etc to establish

"When" that happens, I'm extremely curious how and if the remaining incumbents will be able to leverage their dominant positions/technology/ip/etc to establish a footing in whatever new technology supplants the existing. I'm not really talking about whether they'll be too ignorant to recognize the impending existential risk and take action, but these companies are much more than just ASML customers that know how to use lithograph machines. They have layered stacks of mind boggling processes, expertise and experience. Will this new technology be so revolutionary and disruptive that all their advantages are rendered obsolete insofar as competing in this new arena. I guess if anyone could answer any of these questions they wouldn't be sitting around here talking about it on HN :)