Industry Newseuv lithographysemiconductor manufacturingasmlsupply chain
ASML Secures Monopoly Power Over EUV Production
9.3
ASML reported record orders and earnings in the fourth quarter of 2025, with net bookings of €13.2 billion and 48 EUV machines shipped, generating €11.6 billion in EUV revenue. The company raised its 2026 sales forecast to €34–39 billion, citing surging AI-driven demand for sub-3nm and high-NA lithography. The results underscore ASML’s near-monopoly in EUV, critical to Nvidia, TSMC, and global AI chipscale expansion.
Key Points
- 1Reports record orders: Q4 2025 net bookings €13.2B; shipped 48 EUV machines in 2025
- 2Holds near-monopoly on EUV, supplying critical tools for sub-3nm and future high-NA nodes
- 3Enables industry-wide AI chip scale-up; foundries' capex and Nvidia supply chains depend on ASML
Scoring Rationale
Official record bookings and monopoly position drive high impact; limited only by focus on a single supplier's dynamics.
Sources
Public references used for this report.
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