Sure, but the parent I commented on said "Building their machines takes a long time" as a reason for not building it out. Which I think is a bad reason.

I agree with you that the need maybe will not be there exactly when they have built out.

Also note that TSMC, Intel and a whole bunch of others are currently starting to build, or plan to build, new fabs (partly due to the new Chip Act). And they will need stuff from ASML.