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EQUIPMENT🇳🇱 Netherlands · ASML · NASDAQ | ASML · AEXChokepoint

ASML is the world's only manufacturer of EUV lithography machines — without which it is physically impossible to produce chips at 7nm or below. This absolute monopoly makes ASML the single most critical chokepoint in the entire semiconductor supply chain, and US-Dutch-Japanese export controls have blocked ASML from shipping its most advanced systems to China.

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UPSTREAM — SUPPLIERS

Rare Earths (CN)

Dominant refined rare-earth supplier (Nd, Dy for precision equipment magnets)

Chokepoint🇨🇳
RAW MATERIALSsupplies rare-earth magnets to

Neon Gas (High-Purity)

High-purity neon for excimer laser gas mixtures in DUV lithography

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RAW MATERIALSsupplies neon for excimer lasers to

High-Purity Quartz (US)

Unique ultra-pure quartz deposits for fused-silica optics and quartz process chambers

Chokepoint🇺🇸
RAW MATERIALSsupplies fused-silica blanks to

Gallium (CN)

Dominant gallium producer for compound semiconductors and RF chips

Chokepoint🇨🇳
RAW MATERIALSsupplies GaN for EUV laser diodes to

↓ all supply to ASML ↓

ASML

Sole maker of EUV lithography machines

UPSTREAM — SUPPLIERS ↑ · DOWNSTREAM — CUSTOMERS ↓
Chokepoint100% EUV12–18 months
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↓ ASML supplies to ↓

TSMC

World's largest contract chip manufacturer

Chokepoint🇹🇼
FOUNDRIESsupplies EUV machines to

Samsung Foundry

Second-largest advanced foundry, competing at 3nm

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FOUNDRIESsupplies EUV machines to

Intel Foundry

US-based foundry ramping Intel 18A and 3nm nodes

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FOUNDRIESsupplies EUV machines to

SMIC

China's largest foundry; capped at 14nm without EUV access; Entity Listed 2020

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FOUNDRIESsupplies DUV immersion machines to

YMTC

China's largest 3D NAND maker; Entity Listed Dec 2022, primarily serves domestic market

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MEMORY (HBM)supplied DUV immersion machines to

CXMT

China's leading DRAM maker, targeting DDR4/DDR5 at mature nodes without EUV

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MEMORY (HBM)supplied DUV immersion machines to

Rapidus

Japan's government-backed foundry targeting 2nm by 2027

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FOUNDRIESsupplies EUV machines to

UMC

Taiwan-based mature-node foundry (28nm–40nm) with ~6% global revenue share; key supplier for analog, mixed-signal, and display driver chips

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FOUNDRIESsupplies DUV lithography machines to

GlobalFoundries

US-headquartered mature-node foundry (14nm/22FDX) specializing in RF, defense, and automotive chips; key Western alternative to TSMC for non-advanced applications

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FOUNDRIESsupplies DUV lithography machines to

SK Hynix

Leading HBM3/HBM3E supplier for AI accelerators

Chokepoint🇰🇷
MEMORY (HBM)supplies EUV/DUV lithography machines to

Samsung Memory

World's largest DRAM and NAND supplier, ramping HBM3

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MEMORY (HBM)supplies EUV/DUV lithography machines to

Micron

Only US-based DRAM and HBM maker

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MEMORY (HBM)supplies EUV/DUV lithography machines to

DOWNSTREAM — CUSTOMERS

About this company

QWhat is ASML's role in the AI chip supply chain?

Sole maker of EUV lithography machines

▲18–24 month lead time

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