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Intel Introduces Arctic Sound-M Data Center Graphics Card Based on DG2 Design and AV1 Encoding

At Intel's 2022 investor meeting, the company has presented a technology roadmap update to give its clients an insight into what is to come. Today, team blue announced one of the first discrete data-centric graphics cards in the lineup, codenamed Arctic Sound-M GPU. Based on the DG2 Xe-HPG variation of Intel Xe GPUs, Arctic Sound-M is the company's first design to enter the data center space. The DG2 GPU features 512 Execution Units (EUs), which get passive cooling from the single-slot design of Arctic Sound's heatsink, envisioned for data center enclosures with external airflow.

One of the most significant selling points that Intel advertises is support for hardware-based AV1 encoding standard. This feature allows the card to achieve a 30% greater bandwidth, and it is the main differentiator between consumer-oriented Arc Alchemist GPUs and itself. The card is powered by PCIe power and an 8-pin EPS power connector. Arctic Sound-M is already sampling to select customers and it will become available in the middle of 2022.

Below is Intel's teaser video.

The EU Commission Proposes Chips Act to Confront Semiconductor Shortages and Strengthen Europe's Technological Leadership

Today, the Commission proposes a comprehensive set of measures to ensure the EU's security of supply, resilience and technological leadership in semiconductor technologies and applications. The European Chips Act will bolster Europe's competitiveness, resilience and help achieve both the digital and green transition. Recent global semiconductors shortages forced factory closures in a wide range of sectors from cars to healthcare devices. In the car sector, for example, production in some Member States decreased by one third in 2021. This made more evident the extreme global dependency of the semiconductor value chain on a very limited number of actors in a complex geopolitical context. But it also illustrated the importance of semiconductors for the entire European industry and society.

The EU Chips Act will build on Europe's strengths - world-leading research and technology organisations and networks as well as host of pioneering equipment manufacturers - and address outstanding weaknesses. It will bring about a thriving semiconductor sector from research to production and a resilient supply chain. It will mobilise more than €43 billion euros of public and private investments and set measures to prevent, prepare, anticipate and swiftly respond to any future supply chains disruption, together with Member States and our international partners. It will enable the EU to reach its ambition to double its current market share to 20% in 2030.

NVIDIA Acquisition of Arm Collapses, UK Company to Seek IPO

NVIDIA's long-awaited acquisition of Arm Ltd. is collapsing, confirm Financial Times and Reuters. According to the latest information, the deal is not happening, and the previously agreed terms are no longer valid. As we now know, NVIDIA will have to pay Softbank (Arm's owner) a break-up fee of $1.25 billion, which was the deal that the two settled on if the acquisition fails. NVIDIA has originally planned to purchase Arm for $40 billion. However, the regulators from UK and EU have been blocking the deal from happening on the terms that it would hurt competition and block innovation.

What is next for Arm Ltd. is to go public and list itself on one of the world's biggest stock exchanges, either domestically or overseas in the US. The IPO efforts of Arm are estimated to be worth around $80 billion, representing a double amount of what NVIDIA wanted to purchase the company for.

Update 08:35 UTC: Here is the official press release from NVIDIA and Softbank below:

EuroHPC Joint Undertaking Launches Three New Research and Innovation Projects

The European High Performance Computing Joint Undertaking (EuroHPC JU) has launched 3 new research and innovation projects. The projects aim to bring the EU and its partners in the EuroHPC JU closer to developing independent microprocessor and HPC technology and advance a sovereign European HPC ecosystem. The European Processor Initiative (EPI SGA2), The European PILOT and the European Pilot for Exascale (EUPEX) are interlinked projects and an important milestone towards a more autonomous European supply chain for digital technologies and specifically HPC.

With joint investments of €140 million from the European Union (EU) and the EuroHPC JU Participating States, the three projects will carry out research and innovation activities to contribute to the overarching goal of securing European autonomy and sovereignty in HPC components and technologies, especially in anticipation of the European exascale supercomputers.

EU Court Withdraws €1.06 billion Intel Antitrust Fine

Remember that €1.06 billion antitrust lawsuit that Intel was slapped with by the European Commission back in 2009? It's ok if you don't, but it involved Intel being accused of "market malpractice, by influencing computer hardware manufacturers to postpone and/or cancel launches of their products that use CPUs made by its rival AMD" based on our own reporting from 2009. As these thing goes, Intel appealed to a higher court and that higher court handed back the case to the lower court who has now withdrawn the fine and the judges went as far as to say "The (European) Commission's analysis is incomplete and does not make it possible to establish to the requisite legal standard that the rebates at issue were capable of having, or likely to have, anticompetitive effects,".

The European Commission has said it will study the new judgement and will consider its next steps, but it seems unlikely that they'll be able to bring this case to court again, without some additional proof of wrongdoing. The end result of this is also likely to make it tougher to bring cases like to court in the future for the European Commission, as they will have to provide more detailed cases where they prove that things like MDF and rebates to their customers cause real, anti-competitive damages to other companies in the same line of business, in this case AMD. The case can still be appealed to the CJEU, so this 13 year saga might still not be over.

Tachyum Selected for Pan-European Project Enabling 1 AI Zettaflop in 2024

Tachyum today announced that it was selected by the Slovak Republic to participate in the latest submission for the Important Projects of Common European Interest (IPCEI), to develop Prodigy 2 for HPC/AI. Prodigy 2 for HPC/AI will enable 1 AI Zettaflop and more than 10 DP Exaflops computers to support superhuman brain-scale computing by 2024 for under €1B. As part of this selection, Tachyum could receive a 49 million Euro grant to accelerate a second-generation of its Tachyum Prodigy processor for HPC/AI in a 3-nanometer process.

The IPCEI program can make a very important contribution to sustainable economic growth, jobs, competitiveness and resilience for industry and the economy in the European Union. IPCEI will strengthen the EU's open strategic autonomy by enabling breakthrough innovation and infrastructure projects through cross-border cooperation and with positive spill-over effects on the internal market and society as a whole.

Intel Arc Alchemist DG2 GPU Memory Configurations Leak

Intel's upcoming Arc Alchemist lineup of discrete graphics cards generates a lot of attention from consumers. Leaks of these cards' performance and detailed specifications appear more and more as we enter the countdown to the launch day, which is sometime in Q1 of this year. Today, we managed to see a slide from @9950pro on Twitter that shows the laptop memory configuration of Intel's DG2 GPU. As the picture suggests, we can see that the top-end SKU1 with 512 EUs supports a 16 GB capacity of GDDR6 memory that runs at 16 Gbps speeds. The memory runs on a 256-bit bus and generates 512 GB/s bandwidth while having eight VRAM modules present.

When it comes to SKU2, which is a variant with 384 EUs, this configuration supports six VRAM modules on a 192-bit bus, running at 16 Gbps speeds. They generate a total capacity of 12 GBs and a bandwidth of 384 GB/s. We have SKU3 DG2 GPU going down the stack, featuring 256 EUs, four VRAM modules on a 128-bit bus, 8 GB capacity, and a 256 GB/s bandwidth. And last but not least, the smallest DG2 variants come in the form of SKU4 and SKU5, feating 128 EUs and 96 EUs, respectively. Intel envisions these lower-end SKUs with two VRAM modules on a 64-bit bus, and this time slower GDDR6 memory running at 14 Gbps. They are paired with 4 GB of total capacity, and the total bandwidth comes down to 112 GB/s.

Intel Arc Alchemist Xe-HPG Graphics Card with 512 EUs Outperforms NVIDIA GeForce RTX 3070 Ti

Intel's Arc Alchemist discrete lineup of graphics cards is scheduled for launch this quarter. We are getting some performance benchmarks of the DG2-512EU silicon, representing the top-end Xe-HPG configuration. Thanks to a discovery of a famous hardware leaker TUM_APISAK, we have a measurement performed in the SiSoftware database that shows Intel's Arc Alchemist GPU with 4096 cores and, according to the report from the benchmark, just 12.8 GB of GDDR6 VRAM. This is just an error on the report, as this GPU SKU should be coupled with 16 GB of GDDR6 VRAM. The card was reportedly running at 2.1 GHz frequency. However, we don't know if this represents base or boost speeds.

When it comes to actual performance, the DG2-512EU GPU managed to score 9017.52 Mpix/s, while something like NVIDIA GeForce RTX 3070 Ti managed to get 8369.51 Mpix/s in the same test group. Comparing these two cards in floating-point operations, Intel has an advantage in half-float, double-float, and quad-float tests, while NVIDIA manages to hold the single-float crown. This represents a 7% advantage for Intel's GPU, meaning that Arc Alchemist has the potential for standing up against NVIDIA's offerings.

EU Pauses Investigation Into NVIDIA's ARM Acquisition as They Await Further Information

EU antitrust regulators have paused their probe into NVIDIA's proposed $40 billion acquisition of ARM as they await further information. This takeover which would be the largest chip merger in history is now "highly unlikely" according to analysts as regulators from the FTC in the US are suing to block the deal. The UK's Competition and Markets Authority (CMA) is also undergoing an in-depth investigation to discover potential national security risks and competition concerns. These competition concerns are shared by the FTC who state that the acquisition would stifle innovation in next-generation technologies and would distort Arm's incentives to benefit NVIDIA by undermining rivals. NVIDIA has originally hoped to complete the deal within 2 years however this timeline is now unachievable as noted by CEO Jensen Huang in August.

The EU is Aiming for 20 Percent of Leading Edge Chips to be Made in EU by 2030

According to Margrethe Vestager—the European Commissioner for Competition—the EU is hoping to be able to produce up to 20 percent of leading edge chips within the EU by 2030. Today that number is around 10 percent, down from some 40 percent back in the 1990's.

However, it seems like the EU has understood that it can not be self-reliant on semiconductor parts, no matter how many companies it can entice to build foundries within the EU. However, the EU is very much looking at getting more chip production happening inside the union, especially for the automotive industry. At the same time, the EU understands that it has to work with global suppliers of chips, especially what is being referred to as legacy technology in the interview with CNBC.

TOP500 Update Shows No Exascale Yet, Japanese Fugaku Supercomputer Still at the Top

The 58th annual edition of the TOP500 saw little change in the Top10. The Microsoft Azure system called Voyager-EUS2 was the only machine to shake up the top spots, claiming No. 10. Based on an AMD EPYC processor with 48 cores and 2.45GHz working together with an NVIDIA A100 GPU and 80 GB of memory, Voyager-EUS2 also utilizes a Mellanox HDR Infiniband for data transfer.

While there were no other changes to the positions of the systems in the Top10, Perlmutter at NERSC improved its performance to 70.9 Pflop/s. Housed at the Lawrence Berkeley National Laboratory, Perlmutter's increased performance couldn't move it from its previously held No. 5 spot.

Acer Announces Predator Orion 7000 Gaming PC Powered by Intel 12th Generation Core "Alder Lake" CPUs

Acer today announced the expansion of its Predator gaming portfolio with new Predator Orion 7000 series desktops, featuring powerful performance in a stunning design, and two smart 4K gaming projectors. Further enhancing the gaming experience is the Predator gaming desk, which offers two practical surface options and a convenient storage rack.

"Predator Orion 7000-series desktops are premium, powerful rigs for serious players who demand incredible performance from even the most demanding titles," said Jeff Lee, General Manager, Stationary Computing, IT Product Business, Acer Inc. "In order to offer that next-level performance, we're excited to be among the first companies bringing the new 12th Gen Intel Core CPUs to our product portfolio."

European Processor Initiative EPAC 1.0 RISC-V Test Chip Samples Delivered

The European Processor Initiative (EPI) https://www.european-processor-initiative.eu/, a project with 28 partners from 10 European countries, with the goal of making EU achieve independence in HPC chip technologies and HPC infrastructure, is proud to announce that EPAC 1.0 RISC-V Test Chip samples were delivered to EPI and initial tests of their operation were successful.

One key segment of EPI activities is to develop and demonstrate fully European-grown processor IPs based on the RISC-V Instruction Set Architecture, providing power-efficient and high-throughput accelerator cores named EPAC (European Processor Accelerators).

Samsung Electronics Announces Second Quarter 2021 Results

Samsung Electronics today reported financial results for the second quarter ended June 30, 2021. Total consolidated revenue was KRW 63.67 trillion, a 20% increase from the previous year and a record for the second quarter. Operating profit increased 34% from the previous quarter to KRW 12.57 trillion as market conditions improved in the memory market, operations normalized at the Austin foundry fab, and as effective global supply chain management (SCM) helped maintain solid profitability for the finished product businesses.

The Semiconductor business saw a significant improvement in earnings as memory shipments exceeded previous guidance and price increases were higher than expected, while the Company strengthened its cost competitiveness. For the Display Panel Business, a one-off gain and an increase in overall prices boosted profits.

Intel Planning to Build Chip Factory in Bavaria Germany

Intel is in talks with the German government to build a European chip factory hoping to counter the global chip shortages and help achieve the EU local chip manufacturing target. Germany is interested in attracting semiconductor companies to increase domestic chip production to improve security for their automotive industry which increasingly relies on foreign chips. Intel wants to open up manufacturing capacity at their foundries to external companies allowing them to compete with TSMC and Samsung in the high-end market. Intel is seeking large subsidies from the German government to the tune of several billion to help make the new factory a reality.

Intel's Raja Koduri Teases Xe-HPG (DG2) GPU with 512 Execution Units

Today, Mr. Raja Koduri, senior vice president, chief architect, and general manager of Architecture, Graphics, and Software at Intel, has teased Intel's upcoming Xe-HPG (DG2) gaming GPU on Twitter. Sharing a die shot of Intel's Xe-HPG design with 512 Execution Units (EUs), Mr. Koduri has highlighted the progress that the company is currently going through. The Xe-HPG will represent the company's efforts of going into a very competitive discrete GPU market, dominated by a duopoly of AMD and NVIDIA. The Xe-HPG design pictured below is representative of a maxed-out SKU with 512 EUs, translating into 4096 shading units. This model is expected to be paired with 16 GB of GDDR6 memory.

"From jittery journeys to buttery smooth" - it is quoted in a Tweet of Mr. Koduri. This doubles down on the efforts Intel is putting into creating a GPU and the difficulties that the company is facing. It is also noted that there remains a lot of work in form of driver coding and a lot of game optimizations, which are very important for the new GPU. You can check out the complete Tweet below.
Raja KoduriXe-HPG (DG2) real candy - very productive time at the Folsom lab couple of weeks ago. "From jittery journeys to buttery smooth" said @rogerdchandler - lots of game and driver optimization work ahead for @gfxlisa's software team. They are all very excited..and a little scared:)
Intel Xe-HPG (DG2) Die Picture

Intel Xe-HPG DG2 GPU Specifications Leak, First GPUs are Coming in H2 2021 in Alder Lake-P Laptops

Yesterday, we got information that Intel's upcoming DG2 discrete graphics card is "right around the corner". That means that we are inching closer to the launch of Intel's discrete GPU offerings, and we are going to get another major player in the current GPU market duopoly. Today, however, we are in luck because Igor from Igor's LAB has managed to get ahold of the specifications of Intel's Xe-HPG DG2 graphics card. For starters, it is important to note that DG2 GPU will first come to laptops later this year. More precisely, laptops powered by Alder Lake-P processors will get paired with DG2 discrete GPU in the second half of 2021. The CPU and GPU will connect using the PCIe 4.0 x12 link as shown in the diagram below, where the GPU is paired with the Tiger Lake-H processor. The GPU has its subsystem that handles the IO as well.

AMD to Supply Only a Few Thousand Radeon RX 6700 XT GPUs for Europe at Launch

The global supply chain of graphics cards is currently not very well equipped to handle the massive demand that exists for the latest generation of GPUs. Just like we have seen with the launch of NVIDIA GeForce RTX 3000 series Ampere, and AMD Radeon RX 6000 series Big Navi SKUs, the latest generation graphics cards are experiencing massive demand. And manufacturers of these GPUs are not very well equipped to handle it all, so there is a huge scarce for GPUs in the global market. With AMD's recent announcement of the Radeon RX 6700 XT graphics card, things are not looking any better, and the availability of this GPU could be very tight at launch.

According to information obtained by Igor's Lab, AMD could supply only a few thousand Radeon RX 6700 XT GPUs for Europe as a whole. To be precise, Igor's Lab notes that "If you condense the information of various board partners and distributors to a trend, then there are, depending on the manufacturer and model, only a few pieces (for Germany) to a few thousand for the EU as a whole." This could be a very bad indication of AMD's supply of these new GPUs globally, not just for Europe. The company is currently relying on the overbooked TSMC, which can only produce a limited amount of chips at the time, and we don't know how much capacity AMD allocated for the new chip.

SiPearl to Manufacture its 72-Core Rhea HPC SoC at TSMC Facilities

SiPearl has this week announced their collaboration with Open-Silicon Research, the India-based entity of OpenFive, to produce the next-generation SoC designed for HPC purposes. SiPearl is a part of the European Processor Initiative (EPI) team and is responsible for designing the SoC itself that is supposed to be a base for the European exascale supercomputer. In the partnership with Open-Silicon Research, SiPearl expects to get a service that will integrate all the IP blocks and help with the tape out of the chip once it is done. There is a deadline set for the year 2023, however, both companies expect the chip to get shipped by Q4 of 2022.

When it comes to details of the SoC, it is called Rhea and it will be a 72-core Arm ISA based processor with Neoverse Zeus cores interconnected by a mesh. There are going to be 68 mesh network L3 cache slices in between all of the cores. All of that will be manufactured using TSMC's 6 nm extreme ultraviolet lithography (EUV) technology for silicon manufacturing. The Rhea SoC design will utilize 2.5D packaging with many IP blocks stitched together and HBM2E memory present on the die. It is unknown exactly what configuration of HBM2E is going to be present. The system will also see support for DDR5 memory and thus enable two-level system memory by combining HBM and DDR. We are excited to see how the final product looks like and now we wait for more updates on the project.

Epic Games Files EU Antitrust Complaint Against Apple

Epic Games today announced it has filed an antitrust complaint against Apple in the European Union (EU), expanding the company's fight to advance fairer digital platform practices for developers and consumers. The complaint, filed with the European Commission's Directorate-General for Competition, alleges that through a series of carefully designed anti-competitive restrictions, Apple has not just harmed but completely eliminated competition in app distribution and payment processes. Apple uses its control of the iOS ecosystem to benefit itself while blocking competitors and its conduct is an abuse of a dominant position and in breach of EU competition law.

The complaint complements legal processes already underway in both the US and Australia, as well as Epic's recent filing before the UK's Competition Appeal Tribunal. "What's at stake here is the very future of mobile platforms." Epic Games founder and CEO Tim Sweeney said today. "Consumers have the right to install apps from sources of their choosing and developers have the right to compete in a fair marketplace. We will not stand idly by and allow Apple to use its platform dominance to control what should be a level digital playing field. It's bad for consumers, who are paying inflated prices due to the complete lack of competition among stores and in-app payment processing. And it's bad for developers, whose very livelihoods often hinge on Apple's complete discretion as to who to allow on the iOS platform, and on which terms."

NVIDIA Faces Challenges: Qualcomm, Google, and Microsoft Protest Arm Acquisition

In September of last year, NVIDIA has officially announced that the current industry rumor about its big acquisition was true. The company has announced that it is acquiring Arm Limited from the Softbank Group. Paying as much as $40 billion for the purchase, NVIDIA is gaining access to the complete company, along with its extensive portfolio of IP and knowledge. That means that NVIDIA is not essentially a holder of the Arm ISA, which is the most dominant ISA within mobile processors. Such a deal, however, is a bit hard to process without some troubles popping up along the way. As Arm held a neutral position as IP provider, NVIDIA is expected to remain as such, and the company even promised to stay true to that.

However, not everything is going as planned. Before completing the acquisition process, NVIDIA must first comply with regulators from all around the world, including the US, UK, EU, and China. If any objections raise within those regions, they are to be interrogated. Today, Google, Microsoft, and Qualcomm have objected that NVIDIA's Arm acquisition is hurting the market and are urging antitrust officials to intervene. Mentioned companies believe that NVIDIA's move is hurting the market and the company could limit its competitors from accessing the IP, thus breaking Arm's neutral position as an IP provider. NVIDIA has made statements that Arm will remain in such a position, however, the skepticism of the mentioned companies is slowing the merger. Now all that remains is to see how the conflicted companies solve their worries.

EU Signs Declaration for 2 nm Node and Custom Processor Development

European Union has today processed a declaration that was signed by 17 member states about the development of a 2 nm semiconductor node and an advanced low-power processor. The declaration signed today proposes that the EU puts away 145 billion Euros for the development of the technologies needed to manufacture a 2 nm semiconductor manufacturing process, along with the development of a custom, low-power embedded processor designed for industrial applications. The 17 member countries include Belgium, France, Germany, Croatia, Estonia, Italy, Greece, Malta, Spain, The Netherlands, Portugal, Austria, Slovenia, Slovakia, Romania, Finland, and Cyprus. All of the countries listed are going to join the development of these technologies and will have the funds to do it over the next 2-3 years.
EU DeclarationTo ensure Europe's technology sovereignty and competitiveness, as well as our capacity to address key environmental and societal challenges and new emerging mass markets, we need to strengthen Europe's capacity to develop the next generation of processors and semiconductors. This includes chips and embedded systems that offer the best performance for specific applications across a wide range of sectors as well as leading-edge manufacturing progressively advancing towards 2 nm nodes for processor technology. Using connectivity, where Europe enjoys global lead, as a major use case driver for developing such capacity enables Europe to set the right level of ambition. This will require a collective effort to pool investment and to coordinate actions, by both public and private stakeholders.

Intel Xe-HP "NEO Graphics" GPU with 512 EUs Spotted

Intel is preparing to flood the market with its Xe GPU lineup, covering the entire vector from low-end to high-end consumer graphics cards. Just a few days ago, the company has announced its Iris Xe MAX GPU, the first discrete GPU from Intel, aimed at 1080p gamer and content creators. However, that seems to be only the beginning of Intel's GPU plan and just a small piece of the entire lineup. Next year, the company is expected to launch two GPU families - Xe-HP and Xe-HPG. With the former being a data-centric GPU codenamed Arctic Sound, and the latter being a gaming-oriented GPU called DG2. Today, thanks to the GeekBench listing, we have some information on the Xe-HP GPU.

Being listed with 512 EUs (Execution Units), translating into 4096 shading units, the GPU is reportedly a Xe-HP variant codenamed "NEO Graphics". This is not the first time that the NEO graphics has been mentioned. Intel has called a processor Neo graphics before, on its Architecture day when the company was demonstrating the FP32 performance. The new GeekBench leak shows the GPU running at 1.15 GHz clock speed, where at the Architecture day the same GPU ran at 1.3 GHz frequency, indicating that this is only an engineering sample. The GPU ran the GeekBench'es OpenCL test and scored very low 25,475 points. Compared to NVIDIA's GeForce RTX 3070 GPU that scored 140,484, the Intel GPU is at least four times slower. That is possibly due to the non-optimization of the benchmark, which could greatly improve in the future. In the first picture below, this Xe-HP GPU would represent the single-tile design.

NVIDIA GeForce RTX Ampere AIB Cards Listed on Overclockers UK, Official EU/UK Pricing Published

NVIDIA just yesterday made a big announcement and forced everyone to turn their head and check out what are they doing. Today, we are finding the first listings of Add-In-Board (AIB) partner cards and their respective price points. Thanks to the findings of a Reddit user u/slyquick we have information about the pricing of RTX Ampere cards in the UK/EU, specifically on the Overclockers UK website. There are listed several models of AIB cards, covering the whole range of RTX 3070, 3080, and 3090. NVIDIA has officially published the UK/EU pricing of the cards with Founders Edition (FE) GeForce RTX 3070 costing $499 in the US, costing about £469. The OCUK website lists RTX 3070 AIB cards at £449 and the highest costing models are about £499.

Next up comes GeForce RTX 3080, a GPU costing $699 in the US, is being officially listed for £649 by NVIDIA. On the OCUK website pricing starts at £639, and goes as high as £848.99 for ASUS ROG Strix Gaming OC card. The bigger brother of the RTX Ampere lineup - the RTX 3090 - is priced at $1499, while NVIDIA lists it at £1399 for EU/UK pricing. AIB cards are going anywhere from the NVIDIA FE card at £1,399, all the way up to at £1589.99. This is a big markup compared to the FE model, however, AIB cards are known for providing better cooling solutions and better power delivery circuit.

TSMC Owns 50% of All EUV Machines and Has 60% of All EUV Wafer Capacity

TSMC had been working super hard in the past few years and has been investing in lots of new technologies to drive the innovation forward. At TSMC's Technology Symposium held this week was, the company has presented various things like the update on its 12 nm node, as well as future plans for node development. One of the most interesting announcements made this week was TSMC's state and ownership of Extreme Ultra-Violet (EUV) machines. ASML, the maker of these EUV machines used to etch the pattern on silicon, has been the supplier of the Taiwanese company. TSMC has announced that they own an amazing 50% of all EUV machine installations.

What is more important is the capacity that the company achieves with it. It is reported that TSMC achieves 60% of all EUV wafer capacity in the world, which is a massive achievement of what TSMC can do with the equipment. The company right now has only two nodes on EUV in high-volume manufacturing, the 7 nm+ node and 5 nm node (which is going HVM in Q4), however, that is more than any of its competitors. All of the future nodes are to be manufactured using the EUV machines and the smaller nodes require it. As far as the competitors go, only Samsung is currently making EUV silicon on the 7 nm LPP node. Intel is yet to release some products on a 7 nm node of its own, which is the first EUV node from the company.
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