The ASML machines are modular and each generation gets new upgrades that pushes Moore’s law further. For example, with the previous generation, the Chinese SMCI

The ASML machines are modular and each generation gets new upgrades that pushes Moore’s law further. For example, with the previous generation, the Chinese SMCI modified the machines to be competitive with the newer chips from EUV machines. So there is a lot of expectation on the new EUV machines still. Also in terms of productivity. With the stamping approach there might be less upgradability possible. But it might also still unlock new markets.