ASML → GlobalFoundries

As of 2026-09-05, ASML is a tracked supplier of GlobalFoundries. ASML is a monopoly in Equipment (Front End) (headquartered in Netherlands); GlobalFoundries is a major in Foundry (headquartered in United States). ASML has 11 tracked customers; GlobalFoundries has 166 tracked suppliers.

Data as of 2026-09-05 · relationship type: tracked supplier → customer · both names resolve in companies.json · no dollar amount is shown unless it already sits on a company record, and none is invented here

Why this edge matters

ASML (monopoly in Equipment (Front End)) is a tracked supplier of GlobalFoundries (major in Foundry). Sole supplier of EUV lithography machines required for all leading-edge chips. Largest US-based pure-play foundry, focused on specialty nodes. The edge is one of 166 tracked suppliers of GlobalFoundries and one of 11 tracked customers of ASML.

Source: derived from both company records and the counted edges.

Concentration / risk note

ASML is positioned as a monopoly in Equipment (Front End), so this edge is harder to replace than a challenger or niche supplier.

Basis: supplier position. Omitted on edges where the graph does not back a concentration claim.

The two companies

ASML (supplier)

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

GlobalFoundries (customer)

Largest US-based pure-play foundry, focused on specialty nodes.

Other tracked suppliers of GlobalFoundries

Other tracked customers of ASML

Cite as: wafergraph, “ASML → GlobalFoundries — supplier relationship in the semiconductor supply chain”, https://wafergraph.com/relationship/asml/globalfoundries/ (data as of 2026-09-05).

Open this edge on the map →

Track the chain

What moved in the semiconductor supply chain — This Week in the Chain, the free weekly wafergraph briefing.

Subscribe to the free weekly briefing →

Free · no login · 615 companies, updated weekly