ASML recently delivered their first high-NA lithography system to Intel. While TSMC is being more cautious, hesitating to commit to this very expensive machine. Intel's making a big bet, and it may (or may not) pay off. We'll probably know by the end of 2025.

Intel may end up back on top.

https://www.asml.com/en/news/press-releases/2022/intel-and-a...

https://www.datacenterdynamics.com/en/news/intel-receives-it...

https://www.tomshardware.com/tech-industry/manufacturing/tsm...

Hoping to build chips for others as they open their foundry business up