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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Productos e Ingresos

Participación de Ingresos por Producto

Desglose de Ingresos ($32.6B)

Datos estáticos (cargando finanzas en tiempo real…)

EUV Systems (56%)

DUV Systems (22%)

Installed Base Management (19%)

Other (3%)

Composición de segmentos y clientes principales

Detalles del producto

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

Relaciones en la Cadena de Suministro

Clientes Clave

Taiwan Semiconductor Manufacturing Company

EUV and DUV lithography systems

Impacto: $10B+ — largest customer

Samsung Electronics

EUV lithography systems

Impacto: $5B+

SK Hynix

EUV systems for DRAM

Impacto: $3B+

Micron Technology

EUV systems for DRAM

Impacto: $2B+

Contexto macro y de mercado

반도체Noticias del sector

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

Próximos catalizadores

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

Problemas de cadena de suministro

⚠ 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.

Propiedad institucional

Base 13F · Q4 2025

Institución	Cambio	% participación	Trim. anterior	Acciones	Valor	SEC
Capital Research	Aumentada	0.87%	—	5.5M acciones	$2,200M	13F
Baillie Gifford	Mantenida	0.71%	—	4.5M acciones	$1,800M	13F
Norges Bank	Aumentada	0.55%	—	3.5M acciones	$1,400M	13F
Wellington	Nueva posición	0.30%	—	1.9M acciones	$750M	13F

Participación total rastreada: 2.43%Valor total: $6,150MBasado en SEC EDGAR 13F-HR · retraso de 45 días

Últimas noticias

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Análisis IA

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Información de la Empresa

Sede Central

Veldhoven, Netherlands

Fundación

1984

Empleados

44,000+

Sitio Web

asml.com

Puntuación de Brecha Informativa

Puntuación de Brecha75

Brecha BajaBrecha Alta

Actividad Institucional

Puntuación de Medios

Posición en Cascada

Rol en la Cascada

mid cap

Retraso Típico

2-3 trading days

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

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Estado del sector — 반도체

Noticias del sector