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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产品与营收

产品营收占比

营收构成 ($32.6B)

静态数据（加载实时财务…）

EUV Systems (56%)

DUV Systems (22%)

Installed Base Management (19%)

Other (3%)

业务板块构成与主要客户

产品详情

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

供应链关系

主要客户

Taiwan Semiconductor Manufacturing Company

EUV and DUV lithography systems

影响: $10B+ — largest customer

Samsung Electronics

EUV lithography systems

影响: $5B+

SK Hynix

EUV systems for DRAM

影响: $3B+

Micron Technology

EUV systems for DRAM

影响: $2B+

宏观与市场背景

반도체行业新闻

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

近期催化剂

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

供应链问题

⚠ 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.

机构持股情况

13F基准 · Q4 2025

机构	变动	持股比例	上季度	持股数	市值	SEC
Capital Research	增持	0.87%	—	5.5M股	$2,200M	13F
Baillie Gifford	维持	0.71%	—	4.5M股	$1,800M	13F
Norges Bank	增持	0.55%	—	3.5M股	$1,400M	13F
Wellington	新建仓	0.30%	—	1.9M股	$750M	13F

跟踪机构合计持股比例: 2.43%合计市值: $6,150MSEC EDGAR 13F-HR基准 · 45天延迟披露

AI 分析

点击「获取 AI 分析」以获得 ASML Holding 的 AI 供应链分析。

企业信息

总部

Veldhoven, Netherlands

成立时间

1984

员工人数

44,000+

官网

asml.com

新闻盲区评分

盲区评分75

低盲区高盲区

机构活动

媒体评分

连锁位置

连锁中的角色

mid cap

典型延迟

2-3 trading days

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

查看完整连锁分析

行业概况 — 반도체

行业新闻