ASML → Rapidus
As of 2026-09-05, ASML is a tracked supplier of Rapidus. ASML is a monopoly in Equipment (Front End) (headquartered in Netherlands); Rapidus is a challenger in Foundry (headquartered in Japan). ASML has 11 tracked customers; Rapidus has 2 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 Rapidus (challenger in Foundry). Sole supplier of EUV lithography machines required for all leading-edge chips. Government-backed Japanese foundry targeting 2nm production in 2027. The edge is one of 2 tracked suppliers of Rapidus 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. Rapidus has only 2 tracked suppliers in this dataset. Concentration on the supplier side is high.
Basis: supplier position, few suppliers. 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.
Rapidus (customer)
Government-backed Japanese foundry targeting 2nm production in 2027.
Other tracked suppliers of Rapidus
Other tracked customers of ASML
Cite as: wafergraph, “ASML → Rapidus — supplier relationship in the semiconductor supply chain”, https://wafergraph.com/relationship/asml/rapidus/ (data as of 2026-09-05).
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