ASML
The only maker of the EUV lithography machines needed to produce the most advanced chips.
Public · NASDAQ:ASML- Sector
- Semiconductors
- Based in
- Veldhoven, Netherlands
- Founded
- 1984
- Invested
- Nov 2024
ASML builds lithography machines, which use light to print the patterns of a chip's circuits onto silicon wafers. Every major chipmaker, including TSMC, Samsung and Intel, relies on its equipment.
It is the only company that makes extreme ultraviolet (EUV) lithography machines, which are needed for the most advanced chips, and is now shipping its next generation, High-NA EUV.
ASML was founded in 1984 as a joint venture between Philips and ASM International, and is based in Veldhoven in the Netherlands. It trades in Amsterdam and on the Nasdaq.
As of 29 Sep 2026
Why I own it
ASML is the only company that can build EUV lithography machines, and you can't make the most advanced chips without them. It's as close to a true monopoly as exists in technology.
Every new leading-edge fab needs its machines, and each generation costs more. As the world builds fabs to meet AI demand, ASML sits at the very start of the supply chain.
From the notebook
All notesConnections
Intel pulls ahead of TSMC on ASML's priciest lithography tool
ASML is the only maker of the EUV machines both Intel and TSMC need for their most advanced chips, and the two customers are now moving at very different speeds. Intel and ASML have processed more than one million wafers using High NA EUV, including production layers for Intel's Panther Lake chips. TSMC won't deploy the same tool until 2030, a four year gap that hands Intel rare bragging rights in a foundry race it has mostly been losing.
Since this note:ASML −5.2%Intel −10.3%TSMC −3.1%(S&P 500 +0.6%)
Intel
TSMCWritten by AI from share prices, the companies' posts and the news. Can be wrong; not financial advice.
Latest on X
@ASMLcompany- ASML@ASMLcompany · 6 OctHow can AI help unlock what we already know? By connecting models to that knowledge, we can learn faster, accelerate customer solutions and help our support teams keep systems running 24/7.
5425 - ASML@ASMLcompany · 1 OctChips are like tiny skyscrapers that can have more than 100 layers. The lowest, most critical layers form the transistors, while upper layers route power and signals. For chipmakers, choosing the right lithography for each layer is key to balancing precision and cost.
420157 - ASML@ASMLcompany · 29 Sept@FT's new Patrick Jenkins Interview features our CEO Christophe Fouquet on how teamwork, trust and close collaboration with customers and suppliers have helped drive ASML's success.
Read the article (paywall) below. ⬇️ https://ms.spr.ly/6013acDlV0313
