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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產品與營收

產品營收佔比

營收結構 ($32.6B)

靜態數據（加載即時財務…）

EUV Systems (56%)

DUV Systems (22%)

Installed Base Management (19%)

Other (3%)

業務部門構成與主要客戶

產品詳情

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

供應鏈關係

主要客戶

Taiwan Semiconductor Manufacturing Company

EUV and DUV lithography systems

影響: $10B+ — largest customer

Samsung Electronics

EUV lithography systems

影響: $5B+

SK Hynix

EUV systems for DRAM

影響: $3B+

Micron Technology

EUV systems for DRAM

影響: $2B+

宏觀與市場背景

반도체行業新聞

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

近期催化劑

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

供應鏈問題

⚠ 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.

機構持股狀況

13F基準 · Q4 2025

機構	變動	持股比例	上季度	持股數	市值	SEC
Capital Research	增持	0.87%	—	5.5M股	$2,200M	13F
Baillie Gifford	維持	0.71%	—	4.5M股	$1,800M	13F
Norges Bank	增持	0.55%	—	3.5M股	$1,400M	13F
Wellington	新建倉	0.30%	—	1.9M股	$750M	13F

追蹤機構合計持股比例: 2.43%合計市值: $6,150MSEC EDGAR 13F-HR基準 · 45天延遲披露

AI 分析

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企業資訊

總部

Veldhoven, Netherlands

成立時間

1984

員工人數

44,000+

官網

asml.com

新聞盲區評分

盲區評分75

低盲區高盲區

機構活動

媒體評分

連鎖位置

連鎖中的角色

mid cap

典型延遲

2-3 trading days

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

檢視完整連鎖分析

行業概況 — 반도체

行業新聞