Who ASML buys from and sells to
Sole maker of EUV lithography scanners and the leading DUV supplier; sells to every major chipmaker.
Part of Semiconductor Fabs and Equipment spending
Buys from 3
- Carl Zeiss SMTthe mirrors and optics in every EUV and DUV scanner
- Trumpfthe CO2 drive lasers for the EUV light source
- VDL Groupprecision modules and frames
Sells to 6
- TSMCTSMEUV and DUV scanners, its largest customerfour customers ~54% of 2024 sales (FY2025 20-F)
- SamsungEUV for logic and DRAM
- IntelINTCHigh-NA EUV behind the 14A node
- SK hynixSKHYEUV for leading DRAM nodes
- MicronMUEUV and DUV for DRAM
- Chinese chipmakersDUV immersion tools, under export licences
Where the chain could break
- Zeiss is the only source of EUV optics; no second supplier exists
- Dutch and US export rules bar EUV and restrict DUV sales to China
- Four customers made up about 54% of 2024 sales
Competes with
- NikonNINOYDUV scanners, far behind on share
- CanonCAJPYi-line, KrF and nanoimprint lithography
- Applied MaterialsAMATnot on lithography — they sell into the same capex budget
Mapped by hand from filings and company reporting, as of October 2026. It shows the relationships that matter most, not every contract: most are never disclosed, and agreements change.