How will the next phase of the chip wars affect companies like: AMD, ASML, NVDA, INTC, Samsung, TSMC?

There's a new phase ahead in the semiconductor sector that will have major implications for the market dynamics in the semiconductor sector: the transition to next generation techniques involved in >5nm nodes. Lets discuss the implications and our strategies!

What companies do you think will benefit from the adoption of next-gen techniques in the decade to come, and why? I'll provide my theories in the comments.

Background info:

Lithography: https://semiengineering.com/multi-patterning-euv-vs-high-na-euv/

High-NA challenges: https://semiengineering.com/gearing-up-for-high-na-euv/

Packaging: https://semianalysis.com/advanced-packaging-part-2-review-of-options-use-from-intel-tsmc-samsung-amd-ase-sony-micron-skhynix-ymtc-tesla-and-nvidia/