Intel had the tool since 2024 and i doubt Intel is dumb enough to do 10nm again they won't survive another 10nm.
Intel is industry’s first mover on High NA EUV lithography system.
newsroom.intel.com
Intel have had a pre-production tool since 2024.
That's not the same as having multiple production tools running on a production line with high throughput/yield/availability.
The whole point of high-NA -- at least, in the near future -- is to avoid having to use multiple-patterned EUV, on the grounds that this saves money (fewer masks/steps), increases throughput, and reduces TAT.
All of which are *economic* factors, not technical ones. I don't think there's any doubt that high-NA will work, the question is whether it's better than 0.33NA in mass production -- especially in *very* big volumes, which TSMC need.
So it might be better for (lower-volume) Intel than 0.33NA -- given that Intel are less obsessive about cost and yield than TSMC -- while not making sense for TSMC, at least not for a few years until it's been improved (higher throughput), the cost has come down, and machine availability has improved.
That certainly seems to be TSMCs view, and as the dominant foundry who really knows about mass-production of bleeding-edge processes it's difficult to argue with that -- they'll introduce it later when it makes business sense.
Whether Intel are correct remains to be seen, the high-NA position is more favourable for them given their volumes and priorities -- and anyway they have to be seen to do something different to TSMC like "having the most advanced technology" early (see also BSPD), otherwise they're just a smaller-volume higher-priced follower without the TSMC ecosystem... ;-)