ASML — ASML Holding
ASML Holding: what they do, key numbers, and conditions we are monitoring.
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ASML — ASML Holding
EUV Lithography (Sole-Source) • Active
What They Do
ASML is the sole-source manufacturer of extreme ultraviolet (EUV) lithography systems required for leading-edge chip fabrication at 3nm and below. Every advanced AI chip manufactured by TSMC, Samsung, or Intel requires ASML tools. High-NA EUV is the next generation.
Key Numbers
| Market Cap | ~$350B |
| Position | Sole-source for EUV lithography worldwide |
| Key Customers | TSMC, Samsung, Intel — all depend on ASML |
| Geopolitical | China export restrictions impact revenue |
| Next Earnings | Apr 2026 |
What We’re Watching
- EUV tool bookings as leading indicator of future chip manufacturing capacity
- China revenue impact from export restrictions
- High-NA EUV ramp timeline and customer adoption
Sources: ASML annual reports and investor relations | Yahoo Finance (ASML)
Last Updated: April 17, 2026
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