Its predominantly TSMC. I do get quite tired and sometimes annoyed when 99.99999% of the internet including HN stating it is just "ASML". As if buying those TwinScan would be enough to make you the world's best leading edge foundry.
Remember,
1. TSMC didn't beat Intel because they had the newer EUV first. They beat Intel before the whole thing started.
2. If having EUV Machines from ASML were enough, Samsung would have been the 2nd given they are or they will use it for NAND and DRAM. And yet they are barely competing.
3. It is not like Global Foundry dropped off racing the leading edge node for no reason.
4. TSMC has always managed to work around any road block when ASML failed to deliver their promise on time.
5. Quoting from CEO of ASML, half jokingly but also half true "Dont ask us about how those EUV machine are doing. Ask TSMC, they know that thing better than we do."
Of course there is large number of small companies around the whole Pure Play Foundry business in which TSMC ex-CEO calls it the Grand Alliance. You need every party to perform well for it to happen. This is somewhat different to Samsung and Intel, both are ( more or less ) much more vertically integrated.
Remember,
1. TSMC didn't beat Intel because they had the newer EUV first. They beat Intel before the whole thing started.
2. If having EUV Machines from ASML were enough, Samsung would have been the 2nd given they are or they will use it for NAND and DRAM. And yet they are barely competing.
3. It is not like Global Foundry dropped off racing the leading edge node for no reason.
4. TSMC has always managed to work around any road block when ASML failed to deliver their promise on time.
5. Quoting from CEO of ASML, half jokingly but also half true "Dont ask us about how those EUV machine are doing. Ask TSMC, they know that thing better than we do."
Of course there is large number of small companies around the whole Pure Play Foundry business in which TSMC ex-CEO calls it the Grand Alliance. You need every party to perform well for it to happen. This is somewhat different to Samsung and Intel, both are ( more or less ) much more vertically integrated.