It would likely take ASML decades to develop an alternative EUV light source not encumbered by US defense technology, at which time it may not matter. Everyone

It would likely take ASML decades to develop an alternative EUV light source not encumbered by US defense technology, at which time it may not matter. Everyone is still dependent on a single American manufacturer for this tech after decades of development. This strongly suggests that it is considerably more difficult than just "funding a second source".