[zsmi]

> Also in the thread, ASML has a monopoly on this tech. Others have not invested into EUV and by now, it's pretty much impossible for anybody to catch up.

This is essentially true, but people need to keep in mind this is not like when we say Apple has a monopoly, or something.

The capital equipment market is very different than consumer markets. For example in 2019 it's estimated ASML sold 26 EUV machines, in total. Analysis are super excited because this might go to 41 in 2021.

https://blog.visiblealpha.com/asml-euv-monopoly-may-stack-ch...