Don't really need the EUVs for commodity DRAMs and China has plenty of DUVs capable of 10nm. CXMT's DDR5 is known to use 1z nodes (17nm) vs 1c (10nm) used by the big three -- ie, higher cost, less efficiency, less density.
The big three are also expanding their capacity. IMO, it seems to make more sense to sell equipments to those who could make better, efficient use of them. ASML has a backlog of €38.8 billion and is fully booked for 2027.
The big three are also expanding their capacity. IMO, it seems to make more sense to sell equipments to those who could make better, efficient use of them. ASML has a backlog of €38.8 billion and is fully booked for 2027.