Presumably referring to the logic foundry business where TSMC is the monopoly power and Intel, Samsung and SMIC are looking to turn it into a duopoly.
SMIC has a DUV multi-patterning 7 nm node which is already economically uncompetitive with EUV 7 nm nodes (except for PRC subsidies) and the economics of DUV only get worse further down, but at least they're trying and will certainly be the first client to use the Chinese EUV machines, whenever those come online.