MobiusHorizons 2 days ago

ASML for those who don't know is a Dutch company, and supplies the EUV machines for both TSMC and Intel (It is not clear to me if Samsung uses EUV in its current process nodes). I believe they are the only EUV supplier in the world. There are certainly other suppliers other that ASML, since there is a lot of other equipment other than lithography, but that's a critical one for modern process nodes.

kcb 2 days ago

Besides lithography there are also several US suppliers for semiconductor manufacturing, Applied Materials, Lam Research, KLA.