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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Produk & Pendapatan

Pangsa Pendapatan Produk

Komposisi Pendapatan ($32.6B)

Data statis (memuat keuangan langsung…)

EUV Systems (56%)

DUV Systems (22%)

Installed Base Management (19%)

Other (3%)

Komposisi segmen dan pelanggan utama

Detail produk

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

Hubungan Rantai Pasok

Pelanggan Utama

Taiwan Semiconductor Manufacturing Company

EUV and DUV lithography systems

Dampak: $10B+ — largest customer

Samsung Electronics

EUV lithography systems

Dampak: $5B+

SK Hynix

EUV systems for DRAM

Dampak: $3B+

Micron Technology

EUV systems for DRAM

Dampak: $2B+

Konteks makro dan pasar

반도체Berita sektor

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

Katalis mendatang

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

Masalah rantai pasokan

⚠ 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.

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Info Perusahaan

Kantor Pusat

Veldhoven, Netherlands

Didirikan

1984

Karyawan

44,000+

Situs Web

asml.com

Posisi Kaskade

Peran dalam Kaskade

mid cap

Keterlambatan Tipikal

2-3 trading days

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

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Gambaran umum sektor — 반도체

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