COMPANIES · CHIP EQUIPMENT
ASML
In the AI Economy Index: Major, 2.39% (as of 2 October 2026)
Makes lithography systems and related software and services used by chip manufacturers.
Makes lithography systems and related software and services used by chip manufacturers.
It is currently the only commercial supplier of the extreme ultraviolet (EUV) lithography machines required to print the most advanced chips, with no publicly announced competing supplier as of this review.
Sells and services lithography systems to chip manufacturers such as TSMC, Samsung and Intel.
Netherlands
Semiconductor manufacturing equipment. The highly specialized machines and design software used to create advanced chips in the first place. Without these tools, no chip maker in the world — including the ones building NVIDIA's chips — could produce anything.
Same-layer peers share an editorial stack classification; that alone does not establish direct competition.
Our view would change if High NA EUV adoption by memory makers slipped beyond the 2028 date Samsung gave. It would also change if export rules further narrowed which customers it can ship to. Order intake falling for two quarters while chipmakers still report rising AI demand would change it too.
Things anyone could observe that would change how this map describes the company. They are not forecasts, and they are not a view on the company's securities.
Connections (10)
Every connection below is tied to a readable source, date, classification and statement of its limits. A company source establishes what that company stated; it does not necessarily provide independent confirmation.
Current relationships (6)
Source: 2026-09-08 · reviewed 2026-09-27
Evidence: Primary-source statement · Partnership described 8 September 2026; High NA EUV in DRAM high-volume manufacturing is a stated 2028 plan, not a completed purchase or supply contract.
Limits: Does not disclose order values or tool counts; it describes EUV use and planned High NA adoption, not a specific purchase contract.
Samsung Electronics and ASML Expand Collaboration on Next-Generation Semiconductor Manufacturing ↗Source: 2026-09-07 · reviewed 2026-09-20
Evidence: Primary-source statement · High-NA EUV confirmed in high-volume production for a named Intel product line
Limits: The Intel/ASML source supports the broad High-NA EUV development/production claim and the one-million-wafer figure, but that figure includes testing and R&D wafers, not solely production wafers, and production coverage is for select layers of a subset of Panther Lake processors -- not full-chip production at scale across the whole product line.
Intel Foundry and ASML Accelerate Industry Readiness for High-NA EUV ↗Source: 2026-06-24 · reviewed 2026-09-27
Evidence: Primary-source statement · Multi-year supply agreement concluded (announced June 2026)
Limits: Does not disclose order value, tool counts or delivery schedule.
Micron fiscal Q3 2026 prepared remarks ↗Source: 2023-03-21 · reviewed 2026-09-22
Evidence: Primary-source statement · Reported operating
Limits: Describes integration plans announced jointly; does not specify which ASML products or customers currently use GPU-accelerated computational lithography in production, or financial terms.
NVIDIA, ASML, TSMC and Synopsys Set Foundation for Next-Generation Chip Manufacturing ↗Source: 2023-03-21 · reviewed 2026-09-22
Evidence: Primary-source statement · Reported operating
Limits: Describes a joint technology announcement, not a specific supply or licensing contract between ASML and Synopsys, and discloses no financial terms.
NVIDIA, ASML, TSMC and Synopsys Set Foundation for Next-Generation Chip Manufacturing ↗Source: Source undated · reviewed 2026-10-02
Evidence: Primary-source statement · Reported operating
Limits: Does not disclose what share of Jenoptik revenue comes from ASML, contract terms, which ASML systems use its optics, or exclusivity. Annual report for fiscal 2024; exact publication date not shown in the copy reviewed.
Jenoptik Annual Report 2024 ↗Dated or announced (4)
Source: 2026-09-09 · reviewed 2026-10-02
Evidence: Primary-source statement · Announced; not confirmed operating
Limits: Announcement of a research collaboration; no financial terms disclosed; does not establish equipment purchases, results or timelines.
Xanadu and ASML Announce Collaboration to Advance Lithography for Photonic Quantum Hardware ↗Source: 2026-09-08 · reviewed 2026-09-20
Evidence: Primary-source statement · Collaboration expansion announced Sept 2026; DRAM High-NA EUV production is a stated 2028 target, not yet operating
Limits: Describes a joint technology roadmap and R&D announcement; does not disclose tool order volumes, pricing, or confirm the 2028 DRAM production target has been met.
Samsung Electronics and ASML Expand Strategic Collaboration for Next-Generation Semiconductor Manufacturing ↗Source: 2026-03-24 · reviewed 2026-09-22
Evidence: Secondary reporting of an on-record executive statement · Announced / planned
Limits: Order value and machine count (about 30 EUV systems) are as reported from a regulatory filing via press coverage; delivery runs through 2027 and is not yet complete, and the filing does not establish exclusivity with ASML.
SK hynix places record $8 billion order for ASML EUV lithography machines ↗Source: 2024-12-02 · reviewed 2026-09-17
Evidence: Primary-source statement · Supplier relationship documented
Limits: Supports a supplier relationship in 2024, not current contract terms, spend, exclusivity or dependency.
TSMC 2024 supplier awards ↗ASML company overview ↗
Reviewed
Inclusion in this database is not an endorsement of a company or its securities. Nothing here is a recommendation to buy or sell anything, and none of it is individualized investment advice. See the disclosures. Data: AI Map v3.25.43, released .