COMPANIES · CHIP EQUIPMENT

ASML

Makes lithography systems and related software and services used by chip manufacturers.

EnablerChip equipment
What it does

Makes lithography systems and related software and services used by chip manufacturers.

Why it matters

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.

How it makes money

Sells and services lithography systems to chip manufacturers such as TSMC, Samsung and Intel.

Geography

Netherlands

AI stack position

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

Same-layer peers share an editorial stack classification; that alone does not establish direct competition.

Connections (8)

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 (5)

ASML advances High-NA EUV production with Intel Corporation
Partners withCurrent
ASML and Intel Foundry report having processed over one million wafers using High-NA EUV, with the technology now in high-volume production for Intel's Panther Lake (Core Ultra Series 3) processors.

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 ↗
ASML supplies EUV lithography systems to Samsung Electronics
SuppliesCurrent
Samsung is among the HBM memory makers relying on ASML's EUV and immersion DUV lithography systems to manufacture next-generation HBM3E, HBM4 and HBM4E chips; memory customers accounted for 51% of ASML's Q1 2026 sales, surpassing logic for the first time.

Source: 2026-04-18 · reviewed 2026-09-22

Evidence: Secondary reporting (unconfirmed by primary parties) · Reported operating

Limits: Aggregate sales-mix reporting; does not break out Samsung-specific order value, machine counts, or contract terms.

ASML Sees Memory Chip Orders Explode Past Logic for the First Time as DRAM Makers Scramble for EUV Slots ↗
ASML supplies EUV lithography systems to Micron
SuppliesCurrent
Micron is among the HBM memory makers relying on ASML's EUV and immersion DUV lithography systems to manufacture next-generation HBM3E, HBM4 and HBM4E chips, as memory demand pushed ASML's memory-segment sales past logic for the first time in Q1 2026.

Source: 2026-04-18 · reviewed 2026-09-22

Evidence: Secondary reporting (unconfirmed by primary parties) · Reported operating

Limits: Aggregate sales-mix reporting; does not break out Micron-specific order value or machine counts, and Micron only adopted EUV in its DRAM process starting around 2024-2025.

ASML Sees Memory Chip Orders Explode Past Logic for the First Time as DRAM Makers Scramble for EUV Slots ↗
ASML integrates GPU-accelerated software from NVIDIA
Uses technology fromCurrent
ASML is integrating NVIDIA's cuLitho GPU-accelerated computational lithography software into its computational lithography software products, working directly with NVIDIA on the underlying GPU technology.

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 ↗
ASML co-develops computational lithography software with Synopsys
Co-develops withCurrent
ASML, NVIDIA, TSMC and Synopsys jointly announced a computational lithography partnership in which Synopsys integrates NVIDIA's cuLitho into its optical proximity correction (OPC) software running on ASML's platforms, cutting OPC compute time from weeks to days.

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 ↗

Dated or announced (3)

ASML expands EUV technology collaboration with Samsung Electronics
Partners withDated / announced
ASML and Samsung Electronics announced an expanded strategic collaboration including a joint industry initiative to move to 12-inch photomasks for High NA EUV, with Samsung planning to be first to apply High NA EUV in DRAM production by 2028.

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 ↗
ASML supplies EUV lithography systems to SK hynix
SuppliesDated / announced
SK hynix disclosed in a regulatory filing that it will purchase 11.9 trillion won (about $7.9 billion) of EUV lithography equipment from ASML for delivery through the end of 2027, to be deployed at its M15X plant for HBM production and its new Yongin cluster for advanced DRAM.

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 ↗
ASML was recognized as a supplier by TSMC
SuppliesDated / announced
ASML received a 2024 TSMC supplier performance award.

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 ↗
Evidence for this profile

ASML company overview ↗
Reviewed

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