MU is a large NAND supplier to INTC. NAND is the only overlap. INTC does not make DDR2/3 DRAM. INTC is taking MU NAND products at MU cost (according to the MU 10q SEC doc) and then INTC selling them into the marketplace.
AMD market share is going to INTC as it drops. AMD and INTC are the only two players in PC chips.
ASML is a dutch company that makes the lithograpy machines that use lasers to etch lines into silicon chips. The more demand there is for chips, the more machines are ordered from ASML. ASML is a Vendor to Intc and any increases in cap spending are usually good for ASML. But aside from trying to gauge end user demand for all kinds of chips, whether Intc makes them or not, ASML s earnings are not really a good way to read how well Intc is doing.