Broadly speaking yes, this is the business model. IBM has been at this for many years with technology transfers, licensing agreements, support and other arrangements. Rapidus, Samsung, GlobalFoundries, ST, SMIC, AMD, etc. have all used IBM R&D work at various times for various nodes and products.
The cutting edge of semiconductors is a writhing mass of copulating tapeworms, and IBM lives deep inside that ball. For IBM, what this means is that when you buy one of the ASML machines to make products with this process, you'll pay IBM for the knowledge and support to actually get it working, or give them a cut, or something else, TBD, as circumstances warrant.
I’m sure they will license it. It’s better for them if everyone in the industry can innovate on everything around it. All the process tech companies will make it more cost effective, for instance, which helps IBM as well.
I always feel like I'm not quite getting quantum stuff no matter how much I read and learn: what does this advancement have to do with quantum computers?
Don't worry about not grokking quantum computing stuff, neither do any of the people who invest in it as well as many people who work on it.
1. The OP has nothing to do with quantum computers.
2. Quantum computing deals in coherent quantum states: associated with N qubits there are 2^N complex amplitudes. You can measure by sampling the square-magnitude of the complex amplitude which turns it into a Probability Distribution. Quantum computing "gates" cause interference in the complex amplitude of entangled qubits cancelling out incorrect results, such that if you maintain coherence for long enough and sample the final state and measure the probability distribution, you get a computationally useful result. The key challenge in quantum computing is extending the coherence time of a larger and larger number of qubits, which is why you hear so much about quantum error correction. Recent results from Google showed a scaling law for "surface codes" using multiple qubits to create an error-corrected topological qubit with extended lifetime. There is no telling how far this scaling law will go, but as long as Gil Kalai is in the next room, it is unlikely there will be actual useful quantum computation for a while.
Broadly speaking yes, this is the business model. IBM has been at this for many years with technology transfers, licensing agreements, support and other arrangements. Rapidus, Samsung, GlobalFoundries, ST, SMIC, AMD, etc. have all used IBM R&D work at various times for various nodes and products.
The cutting edge of semiconductors is a writhing mass of copulating tapeworms, and IBM lives deep inside that ball. For IBM, what this means is that when you buy one of the ASML machines to make products with this process, you'll pay IBM for the knowledge and support to actually get it working, or give them a cut, or something else, TBD, as circumstances warrant.