Every leading chipmaker, and we're talking about TSMC, Samsung, SK Hynix and Intel, relies on ASML machines with no alternative suppliers to switch to.
So, I'm going to talk about TSMC. TSMC, for those who are not familiar with it, is a manufacturing company and the largest manufacturer of semiconductor products. Nvidia, for example, only designs chips.
They do not manufacture them. They create a design or plan and send it to TSMC, and TSMC implements and builds it. The best thing about this is that TSMC is the undisputed leader, holding the largest market share in AI accelerators.
This is mainly because TSMC does not design its own chips. It is not a competitor. The only other manufacturing companies capable of producing these types of products are actually competing in one way or another with some other industry, aren't they?