Another way of framing your opening is "a bunch of other companies are on the verge of figuring this out, but the market isn't big enough". EUV hasn't even been the done thing for all that long, I gather it is only the tech of choice for about a decade.

There are a bunch of thin bottlenecks and oligopolies in global supply chains. It is a big and complex world. But that leads to a situation where three things are true at once:

* There are companies that are expensive to replace.

* No single company is truly irreplaceable.

* On the cutting edge, it is common enough for there to be only one company that knows how to do something.