[alephnerd]

> It seems very unlikely that ASML would be willing to sell EUV sources separately to Nikon

Nikon's out of the EUVL game and doesn't plan on returning. They're reiterated this in just about every quarterly prospectus for years now.

They're migrating to licensing whatever EUVL IP they had to other players.

They've pivoted heavily to FPD Lithography (LCD, OLED, and potentially PV fabrication) - better margins, less political headache.