ASML Holding

ASMLsupplier

ASML is the sole manufacturer of extreme-ultraviolet lithography machines, which are required to produce every cutting-edge semiconductor on the planet. Its monopoly makes it the most strategically irreplaceable company in the entire chip supply chain.

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Products & Revenue

Product Revenue Share

Revenue Breakdown ($32.6B)

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EUV Systems (56%)

DUV Systems (22%)

Installed Base Management (19%)

Other (3%)

Segment Breakdown & Key Customers

Product Details

High-NA EUV (EXE:5000)12%

Next-generation 0.55 NA extreme-ultraviolet lithography for sub-2nm nodes

EUV (NXE:3800E)48%

0.33 NA EUV systems for 3nm–5nm production

DUV Immersion (NXT:2100i)22%

Deep-ultraviolet scanners for mature and mid-range nodes

Installed Base Management15%

Service, upgrades, and refurbishment of deployed systems

Metrology & Inspection3%

Computational lithography and pattern-fidelity software

Supply Chain Relationships

Key Customers

Taiwan Semiconductor Manufacturing Company

EUV and DUV lithography systems

Impact: $10B+ — largest customer

Samsung Electronics

EUV lithography systems

Impact: $5B+

SK Hynix

EUV systems for DRAM

Impact: $3B+

Micron Technology

EUV systems for DRAM

Impact: $2B+

Macro & Market Context

반도체Sector News

WFE(반도체 장비) 업사이클 + AI HBM 슈퍼사이클 진입

TSMC 가동률

92%+

HBM 수요 성장

+180% YoY

WFE 시장 규모

$105B (2026E)

리드타임 (장비)

18~24개월

Upcoming Catalysts

◆TSMC Q2 실적 (2026.04.17)◆NVIDIA GB300 양산 착수 발표◆AMAT/LRCX/KLAC 실적 시즌 (2026.05)

Supply Chain Issues

⚠ 공급 차질High-NA EUV 납기 연장 — 수요 초과

2026-04

High-NA EUV(TWINSCAN EXE:5000) 고객 수요가 2026 생산 캐파 초과. TSMC·인텔 2027년 배정분 재협상.

⚡ 리스크네덜란드 對中 EUV 수출허가 재검토

2026-03

네덜란드 정부 기존 DUV 장비(NXT:2050i 등) 추가 수출허가 제한 가능성 논의. 중국 매출 영향 우려.

Institutional Ownership

13F basis · Q4 2025

Institution	Change	Ownership %	Prev. Quarter	Shares	Value	SEC
Capital Research	Increased	0.87%	—	5.5M shares	$2,200M	13F
Baillie Gifford	Maintained	0.71%	—	4.5M shares	$1,800M	13F
Norges Bank	Increased	0.55%	—	3.5M shares	$1,400M	13F
Wellington	New Position	0.30%	—	1.9M shares	$750M	13F

Total tracked ownership: 2.43%Total value: $6,150MBased on SEC EDGAR 13F-HR · 45-day reporting delay

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AI Analysis

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Company Info

Headquarters

Veldhoven, Netherlands

Founded

1984

Employees

44,000+

Website

asml.com

News Gap Score

Gap Score75

Low GapHigh Gap

IB Activity

Media Score

Cascade Position

Role in Cascade

mid cap

Typical Delay

2-3 trading days

Sustained GPU demand growth implies TSMC needs more EUV capacity, supporting ASML's order backlog.

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