ASML supply chain risk

As of 2026-09-05, ASML depends on 10 tracked suppliers headquartered in 5 countries (3 of them in Germany). 4 of those suppliers hold a monopoly or leader position in their own segment, led by Carl Zeiss SMT, TRUMPF and Atlas Copco. ASML itself carries a supply-chain criticality score of 100/100, with 244 tracked companies downstream of it.

Data as of 2026-09-05 · suppliers are the curated key_supplier edges in the wafergraph dataset (researched or segment-inferred — see /methodology) · criticality is the graph-derived chokepoint score, 0–100

Dominant and single-source suppliers

  • Carl Zeiss SMT — monopoly in Lithography, Germany criticality 100/100
  • TRUMPF — monopoly in Lithography, Germany criticality 100/100
  • Atlas Copco — leader in Subsystems & Components, Sweden criticality 85/100
  • VAT Group — leader in Subsystems & Components, Switzerland criticality 85/100

A monopoly or leader supplier is the hardest to replace. These are the edges to watch first.

Suppliers by country

  • Germany — 3 suppliers (30%)
  • United States — 3 suppliers (30%)
  • Japan — 2 suppliers (20%)
  • Sweden — 1 supplier (10%)
  • Switzerland — 1 supplier (10%)

All 10 tracked suppliers

Downstream exposure

  • Criticality score: 100/100
  • Companies downstream of ASML: 244
  • Tracked market cap downstream (priced companies only): $35.04T across 158 priced companies

Cite as: wafergraph, “ASML supply chain risk — 10 suppliers, single-source exposure & criticality”, https://wafergraph.com/supply-chain-risk/asml (data as of 2026-09-05).

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