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EvidInvest Supply Chain Intelligence

ASML Holding

ASML · Equipment · lithography_equipment

$1,655.26
Price
$638.0B
Market cap
16
Mapped relationships
16
Cited with sources
ASML valuation →

Suppliers

Companies that supply ASML Holding, from incoming 'supplies' edges and disclosed customer-of relationships.

Approximately 900 product-related suppliers + ~4,200 non-product-related suppliers (5,100 total)

Other · Supplies

cited
We rely on our network of approximately 900 product-related suppliers for the parts and modules that make up our products, as well as about 4,200 non-product-related suppliers.
SEC 20-F 0001628280-26-011378

Berliner Glas (ASML Berlin GmbH)

Other · Supplies

cited
All of our manufacturing activities, including subassembly, final assembly and system testing, take place in (cleanroom) facilities in Veldhoven, Eindhoven, Oirschot (the Netherlands), Berlin (Germany), Wilton, San Diego (US), Pyeongtaek (South Korea) and Linkou and Tainan (Taiwan).
SEC 20-F 0001628280-26-011378

Carl Zeiss SMT GmbH (subsidiary of Carl Zeiss AG)

Other · Supplies

cited
The number of lithography systems we are able to produce is limited by the production capacity of one of our key suppliers, Carl Zeiss SMT, our sole supplier of lenses, mirrors, illuminators, collectors and other critical optical components (which we refer to as optics). We have an exclusive arrangement with Carl Zeiss SMT.
SEC 20-F 0001628280-26-011378

Cymer (subsidiary of ASML)

Other · Supplies

cited
Cymer operates independently from ASML yet remains closely connected in our work... Cymer contributes to ASML's overall technology and manufacturing network.
SEC 20-F 0001628280-26-011378

imec

Other · Supplies

cited
In 2025, ASML and imec entered a new five-year collaboration, with ASML supporting the joint ESG research program.
SEC 20-F 0001628280-26-011378

Mistral AI

Other · Supplies

cited
We have invested €1.3 billion in Mistral AI as lead investor and hold an approximately 11% share on a fully diluted basis in the company. This agreement has laid the foundation for a long-term collaboration to explore the use of AI models across our product portfolio as well as research, development and operations.
SEC 20-F 0001628280-26-011378

Customers

Companies that buy from ASML Holding, from outgoing 'supplies' edges and disclosed customer-of relationships.

Intel Foundry ServicesINTC

Foundry · Supplied by

cited
ASML Holding N.V. (ASML) is currently the sole supplier of EUV lithography tools that we are deploying in our Intel 4, Intel 3, Intel 18A and planned future leading-edge manufacturing process nodes.
SEC 10-K 0000050863-26-000011Valuation →

Samsung ElectronicsKRX:005930

Memory · Supplied by

cited
Samsung memory uses ASML EUV

Samsung FoundryKRX:005930

Foundry · Supplied by

cited
Samsung 1H26 High-NA EUV mass production

SK HynixKRX:000660

Memory · Supplied by

cited
SK Hynix $7.9B order, up to 30 EUV machines over 2 years

Taiwan Semiconductor ManufacturingTSM

Foundry · Customer of

cited
In November 2025, we were honored to receive the TSMC Supplier 'Excellence in Green Manufacturing' Award, for this and other product energy-efficiency innovations.
SEC 20-F 0001628280-26-011378Valuation →

Three major DRAM players (unnamed)

Other · Customer of

cited
All three major DRAM players have identified benefits from the AI uptick, and this drove a marked increase in optimism and positivity.
SEC 20-F 0001628280-26-011378

Top 4 customers (combined)

Other · Customer of

cited
In 2025, four customers each individually exceeded 10% of total net sales, totaling €20.0 billion, or 61.2%, of total net sales.
SEC 20-F 0001628280-26-011378

Other relationships

Partnerships, IP licensing, competition, investments, and manufacturing relationships.

No other relationships mapped yet.

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