ASML

ASML is a monopoly in the Equipment (Front End) segment of the semiconductor & AI supply chain, headquartered in Veldhoven, NL. Its key suppliers include Ferrotec, Carl Zeiss SMT, TRUMPF. Its key customers include TSMC, Samsung Electronics, Intel.

Sole supplier of EUV lithography machines required for all leading-edge chips.

Ticker
NASDAQ: ASML
Headquarters
Veldhoven, NL
Founded
1984
Employees
43,520
Revenue
$35.3B (FY2025) · +15.6% YoY
Net income
$10.4B
Operating margin
34.6%
Market position
monopoly
Value-chain segment
Lithography
Key products
EUV scanners, DUV scanners

About ASML

ASML, headquartered in Netherlands, operates in the Lithography segment of the semiconductor & AI supply chain and is positioned as a market monopoly there. Its key products include EUV scanners, DUV scanners. wafergraph maps 10 tracked suppliers and 11 tracked customers for ASML across the value chain. It has a supply-chain criticality score of 100/100, with 244 companies downstream of it. ASML is a party to 2 tracked deals, including Intel orders ASML High-NA EUV; TSMC receives first ASML High-NA EUV.

ASML Holding N.V. is a Dutch multinational corporation that develops and manufactures photolithography machines, which are used to produce integrated circuits. It is the largest supplier for the semiconductor industry, as well as the most advanced producer of extreme ultraviolet lithography (EUV) machines, which are required to manufacture the most advanced chips. As of January 2026, its market capitalization was approximately $527 billion, making it Europe's largest technology company and one of its most valuable firms overall.

Role in the chain

ASML is a market monopoly in Equipment (Front End) (Lithography), headquartered in Netherlands. Sole supplier of EUV lithography machines required for all leading-edge chips.

Diligence questions

  1. The dataset records 10 tracked suppliers for ASML. Which of those edges are researched (named in a filing or primary source) versus segment-inferred, and what happens if one of them stops shipping?
  2. 4 of ASML's tracked suppliers are a monopoly or leader (including Carl Zeiss SMT, TRUMPF, Atlas Copco, VAT Group). Which of those are actually single-source for the process step you care about?
  3. The dataset names 11 tracked customers for ASML. How concentrated is demand among those names, and which of them have a documented second source in this graph?
  4. ASML is positioned as a monopoly in Equipment (Front End). How replaceable is this vendor on the process step you are buying?
  5. ASML is headquartered in Netherlands. What jurisdiction, export-control or logistics risk sits at that HQ, versus at the fabs or plants the filings actually name?
  6. ASML trades as NASDAQ:ASML. What does the latest reported period say about capacity and backlog versus the graph position above?

Full diligence pack for ASML

Key products

  • EUV scanners
  • DUV scanners

Suppliers

Customers

More Equipment (Front End) companies

Compare with

Applied Materials · Canon · Nikon · Ushio · TSMC · Lam Research

Sources

Open the interactive supply-chain view →

Cite as: wafergraph, “ASML — supply chain, financials & market position”, https://wafergraph.com/company/asml (data as of 2026-09-05).

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