ASML

Veldhoven, North Brabant, Netherlands · AI Core · Semiconductor equipment, materials & critical inputs / Lithography · asml.com

ASML designs and sells advanced semiconductor lithography systems, including EUV and High-NA EUV machines used by leading-edge logic and memory manufacturers.

Positioning

The sole supplier of EUV lithography and therefore the one-of-one chokepoint on every leading-edge logic and memory fab; its output capacity sets the ceiling on how fast TSMC, Samsung, SK hynix, Micron and Intel can add advanced wafer capacity.

Latest signals

  • Bipartisan U.S. senators introduced the MATCH Act to further restrict advanced chipmaking-equipment exports to China.Caixin
  • ASML published its third-quarter 2026 financial results on October 14.Caixin
  • U.S. semiconductor stocks sold off sharply on October 22, 2026.Yicai
  • ASML plans to keep EUV tool production below roughly 100 units annually through the end of the decade.Dwarkesh Patel
  • ASML and other chip-equipment suppliers accelerated deliveries to Tesla and SpaceX’s Terafab project.36Kr newsflashes

199 signals name ASML. Members see all of them, filtered by topic, source and date.

Facts, with sources

  • >500mRevenue band · rsshub.bkraju.com — 2026-09-16
  • Fortaegis, ASML and Eindhoven University of Technology are working on security for autonomous AI systemsPartnership · The AI Insider
  • European alliance proposed for secure AI supply chainsPartnership · WirtschaftsWoche
  • Series D at a post-money valuation above €21 billionFunding round · FrenchWeb

50 facts on file. Members see all of them with the source link.

Scores, AI Core (of 10)

Deployment10
Production10
Commercials10
Progress10
Technology10
Positioning10
Firepower10
Leverage10

Traction: deployment, production, commercials, progress. Capability: technology, positioning, firepower, leverage.

Peers in Lithography

34JSR · 9336Trumpf · 93

The segment's suppliers, constraints and risers, for members.

Questions this page answers

What does ASML do?

ASML designs and sells advanced semiconductor lithography systems, including EUV and High-NA EUV machines used by leading-edge logic and memory manufacturers. The sole supplier of EUV lithography and therefore the one-of-one chokepoint on every leading-edge logic and memory fab; its output capacity sets the ceiling on how fast TSMC, Samsung, SK hynix, Micron and Intel can add advanced wafer capacity.

Where does ASML rank in ai core?

ASML ranks 3 of 100 on the AI Infra 100 (November 2026 edition) with a score of 100 out of 100, in Lithography (Semiconductor equipment, materials & critical inputs). Assessment by Frontier Tech Intelligence.

Who are ASML's peers in Lithography?

JSR (rank 34), Trumpf (rank 36).

Where is ASML based and when was it founded?

ASML is based in Veldhoven, North Brabant, Netherlands.

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