Zeiss - lenses both in analogy and irl

ASML - cameras

Silicon - film

TSMC - film house (manufacturing, color correction, managing storerooms, mastering, distribution brokering with theaters)

Taiwan - Hollywood with just the right climate for talent and business

Fabless chip firms - movie studios

Chip designers - writers

Specialized modular chip IP - actors

… the analogies really break down from there…

Are software engineers the ad agencies and the code execution just the generation of value by playing the movie for people???

I think that's a little too simplistic. They would not be the world leading fab without ASML. ASML's EUV process may be the most complex piece of machinery man has ever created.

It's maybe more like ASML's machines are like a Stradivarius, and TSMC is the best in the world at playing the instrument.