Personally i cant follow this line of reasoning. In the end this is an economical argument, as they still buy machines from the same manufacturer. At that point its a matter of being able to deliver and create a market for ICs with the given machines. Which is often achieved through political will and subsidizes to get to that point.
My initial argument is that while you cant compete with ASML products in 2023, you will be able to economically compete with some of their older products once you go back far enough.
My initial argument is that while you cant compete with ASML products in 2023, you will be able to economically compete with some of their older products once you go back far enough.