Carl Zeiss SMT → ASML
As of 2026-09-05, Carl Zeiss SMT is a tracked supplier of ASML. Carl Zeiss SMT is a monopoly in Equipment (Front End) (headquartered in Germany); ASML is a monopoly in Equipment (Front End) (headquartered in Netherlands). Carl Zeiss SMT has 8 tracked customers; ASML has 10 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
Carl Zeiss SMT (monopoly in Equipment (Front End)) is a tracked supplier of ASML (monopoly in Equipment (Front End)). Sole maker of the precision optics inside every ASML lithography system. Sole supplier of EUV lithography machines required for all leading-edge chips. The edge is one of 10 tracked suppliers of ASML and one of 8 tracked customers of Carl Zeiss SMT.
Source: derived from both company records and the counted edges.
Concentration / risk note
Carl Zeiss SMT 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
Carl Zeiss SMT (supplier)
Sole maker of the precision optics inside every ASML lithography system.
ASML (customer)
Sole supplier of EUV lithography machines required for all leading-edge chips.
Other tracked suppliers of ASML
Other tracked customers of Carl Zeiss SMT
Cite as: wafergraph, “Carl Zeiss SMT → ASML — supplier relationship in the semiconductor supply chain”, https://wafergraph.com/relationship/zeiss_smt/asml/ (data as of 2026-09-05).
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