I find it funny how the other commenter talked about how ASML could be disrupted by a competitor with better software practices. Completely laughable in todays chip shortage world.

I have had to learn this lesson the hard way when I assumed that Disney+ was going to flop when a lot of the senior engineering talent supposedly quit during the ramp up. What I didn't realize was that technology isn't as important as other things when you have a moat. Disney+ ended up relatively successful despite their technological hiccups. Same reality with ASML.