ASML ranks 3 on the AI Infra 100 with a score of 100; JSR ranks 34 with 93. ASML is ahead on production, progress and firepower. Level on deployment, commercials, technology, positioning and leverage. ASML is based in Veldhoven, Netherlands, JSR in Tokyo, Japan. ASML is named in 199 signals and JSR in 2.
ASML designs and sells advanced semiconductor lithography systems, including EUV and High-NA EUV machines used by leading-edge logic and memory manufacturers.
Darker bar: ahead of the other company on that measure.
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.
199 signals name ASML.
50 facts on file.
JSR supplies semiconductor lithography materials, including photoresists and metal-oxide resists through JSR and Inpria. Its planned plants for TSMC and Samsung directly support advanced semiconductor fabrication.
Darker bar: ahead of the other company on that measure.
The photoresist leader (used in about a third of the world's chips), the only supplier with both chemically amplified and metal-oxide EUV resist platforms (Inpria), taken private by the Japanese state fund JIC in 2024 as a chokepoint asset; building resist plants beside Samsung and, at TSMC's request, in Taiwan.
2 signals name JSR.
4 facts on file.
ASML ranks 3 on the AI Infra 100 with a score of 100; JSR ranks 34 with 93. ASML is ahead on production, progress and firepower. Level on deployment, commercials, technology, positioning and leverage. ASML is based in Veldhoven, Netherlands, JSR in Tokyo, Japan. ASML is named in 199 signals and JSR in 2.
ASML ranks 3 on the AI Infra 100 with a score of 100; JSR ranks 34 with 93. ASML is ahead on production, progress and firepower. Level on deployment, commercials, technology, positioning and leverage. ASML is based in Veldhoven, Netherlands, JSR in Tokyo, Japan. ASML is named in 199 signals and JSR in 2. Both company files carry the scores on eight measures, the facts with sources and the latest signals.
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