In a highly competitive industry timing is everything, with the news that COVID 19 has delayed Samsung’s deployment of ASML’s EUV products could this be what TSMC needs to win the race to 5nm?
This article below from “BusinessKorea” gives a great perspective on how close the competition is between Samsung and TSMC and what we can expect in the next few quarters.
http://www.businesskorea.co.kr/news/articleView.html?idxno=44087