It should be noted that ASML pretty much has an monopoly on the EUV Lithography market... At least that's what they said at the CYMER (Subsidiary of ASML) tour I went to recently. I'm not exactly sure about the DUV market, so I won't comment on it.

I'm not sure that's a negotiation point for Intel, as they own 15 percent of ASML. Might be a rough ride for everybody if the EU had any intention of playing that card.