The machines that ASML make are just a tool that TSMC uses, TSMC doesn’t wrap the machines. Nvidia is also not a TSMC wrapper, TSMC is just a contractor for Nvidia. LLMs happen to use Nvidia stuff a lot but, definitely no wrapping.
AMD promises ROCm will stop being a joke very soon! Maybe this year even!
Given lenses and microchips are both made from sand, I'm gonna conspiracy theory that LLMs were invented by sand companies to sell more sand.
[0] https://www.robotsops.com/complete-list-of-all-suppliers-and...
Big sand will eat us all. First they squeezed out all the small time sand farmers, now they own the market and need to boost throughput!
https://www.construction-physics.com/p/does-all-semiconducto...
Sand companies more like sandworms who are producing melange (Chips) and not hesitating to eat away its consumers (Users) on the way... (# Dune vibes)
None of this wrapper talk is real but to the degree it’s true for TSMC it’s true for ASML.
For EUV it's Japan, Netherlands, Germany, US:
https://en.wikipedia.org/wiki/Extreme_ultraviolet_lithograph...
So not (only) US