Nvidia might be selling the shovels to the customer during this gold rush, but TSMC is making them.
Why is TSMC growing but ASML shrinking?
Probably because although there are fabs going up around the world (USA and Europe) TSMC Taiwan seem to hold the latest technology nodes, and aren't they interested in growing capacity. They seem to like having the high end expensive limited process. All the other fabs are coming up with processes 2 or 3 generations back. (5 or 7, not 2 or 3).
All means that although there's a market for the optics, it's not the bleeding edge stuff.
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