[phkahler]

So this disruption will prevent TSMC and Samsung from expanding EUV capacity for a little while, while affecting almost nothing else. Interesting.

[WJW]

It will also of course hinder any of their would-be competitors from getting their EUV plants up and running.

Also, "affecting almost nothing else" is only true if nobody buys the chips the TSMC and Samsung make with their EUV plants. It's probably more the opposite where almost everyone who buys any sort of product with Samsung and/or TSMC chips in it (ie, pretty close to everyone) will be affected.

[nolok]

On the contrary, it affects almost everything else through cascading effect.