Why so? They have practically a monopoly as there is nobody that can actually compete, Samsung just isn't there, same for INTC's fabs, obviously.
In addition, more and more AI/ML accelerator startups show up with even more need for wafers and ASML has 2 year old orders on the backlog (half of their EUV's machines last year went just to TSMC).
We never know when intel or Samsung will catch up, or even get ahead. They have a monopoly today, but a little bit of luck on either part and that is gone...
In addition, more and more AI/ML accelerator startups show up with even more need for wafers and ASML has 2 year old orders on the backlog (half of their EUV's machines last year went just to TSMC).