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The numbers of EUV deliveries need to be updated post ASML Q1 results. The company has stated, 2 units of EUV were taken back (likely from INTC's fab 28) and will be resold to someone else. besides, the total delivery in 2021 will increase to 55 units, and will grow a bit more afterwards.
I want to see more actions from Intel and Samsung's about how they develop their foundry ecoystems. Odds are stacked against both though. Firstly, it will take years. TSMC started back in 2008. Secondly, Intel, with its "only the paranoid survive", may be able to overcome the issues at 7nm and...