JSR ranks 34 on the AI Infra 100 with a score of 93; Trumpf ranks 36 with 93. The eight measures are level. JSR is based in Tokyo, Japan, Trumpf in Ditzingen, Germany. JSR is named in 2 signals and Trumpf in 4.
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.
TRUMPF supplies high-energy EUV laser systems to ASML for next-generation semiconductor lithography, following its established role providing CO2 laser amplifiers for ASML EUV systems.
Darker bar: ahead of the other company on that measure.
TRUMPF sits at one of the most concentrated chokepoints in the registry. It builds the high-power CO2 laser amplifier that generates the tin plasma inside every ASML EUV source, developed in close cooperation with ASML and ZEISS; without it there is no EUV light, and ASML holds roughly 94 percent of the EUV equipment market. On 2025-10-23 ASML gave TRUMPF its Supplier Award in the Technology category for first light of a new EUV high-energy laser for ASML's next generation, a machine of more than 450,000 parts weighing over 20 tons, with series production from 2026 and first deliveries to ASML in 2026. Group context: preliminary FY2025/26 (to 2026-06-30) sales EUR 4.34 billion against EUR 4.33 billion, order intake EUR 4.5 billion against EUR 4.2 billion, ending three years of declining orders and two of falling revenue; the United States became the strongest single market at about EUR 760 million, up 16 percent. Commercial is 4 because EUV is a named segment inside a EUR 4.34 billion group with no EUV revenue disclosed. Folded into this row (a company carries one AI Core score) is TRUMPF Photonic Components, a business field rather than a company: it makes vertical-cavity surface-emitting lasers and photodiodes used in over two billion phones and in optical data transmission for AI and autonomous driving, and supplies 100 Gbps-per-channel VCSELs to Optomind, which reached 800 Gbps in a transceiver. Nothing dated was found for 2025 to 2026 specific to the VCSEL line, so that
4 signals name Trumpf.
35 facts on file.
JSR ranks 34 on the AI Infra 100 with a score of 93; Trumpf ranks 36 with 93. The eight measures are level. JSR is based in Tokyo, Japan, Trumpf in Ditzingen, Germany. JSR is named in 2 signals and Trumpf in 4.
JSR ranks 34 on the AI Infra 100 with a score of 93; Trumpf ranks 36 with 93. The eight measures are level. JSR is based in Tokyo, Japan, Trumpf in Ditzingen, Germany. JSR is named in 2 signals and Trumpf in 4. Both company files carry the scores on eight measures, the facts with sources and the latest signals.
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