ASML vs SMIC
ASML is larger by market cap ($691.1B vs $73.5B). ASML reports higher tracked revenue ($35.3B vs $9.3B). ASML's primary segment is Lithography; SMIC's is Pure-Play Foundry.
Side-by-side
| ASML | SMIC | |
|---|---|---|
| Market cap | $691.1B | $73.5B |
| Revenue | $35.3B (FY2025) | $9.3B (FY2025) |
| Primary segment | Lithography | Pure-Play Foundry |
| Market position | monopoly | major |
| Country | Netherlands | China |
| Tracked suppliers | 10 | 168 |
| Tracked customers | 11 | 37 |
| Chokepoint / criticality | 100/100 | 68/100 |
Market caps/revenue from the wafergraph dataset · data as of 2026-08-12. Criticality is a graph-derived chokepoint score (0–100). Coverage is partial; "Unpriced" means no reliable market cap.
How ASML and SMIC compare
- Size: ASML is the larger company by market cap.
- Revenue: ASML reports higher tracked revenue.
- Supply-chain criticality: ASML has the higher chokepoint score (100/100 vs 68/100).
- Footprint: ASML (Netherlands) vs SMIC (China).