ASML Secures Monopoly Over EUV Lithography Supply
ASML, the Dutch maker of extreme ultraviolet (EUV) lithography machines, now underpins global AI chip production, supplying tools used by Nvidia and leading foundries. In its latest report, fourth-quarter 2025 bookings more than doubled analyst expectations; ASML controls about 90% of the lithography market and its top EUV systems can cost up to €400 million each. Investors drove the stock up 36% in 2025, briefly valuing the company above €500 billion.
Key Points
- 1Controls EUV lithography monopoly, supplying about 90% of the lithography market worldwide
- 2Industrializes next-generation EUV, underpinning major technology shifts and high-volume advanced chip production
- 3Forces foundries and designers to prioritize costly EUV equipment, affecting procurement and production roadmaps
Scoring Rationale
Strong industry-wide relevance and credible earnings data, limited novelty beyond reinforcing ASML's existing dominance position.
Sources
Public references used for this report.
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