# Who are ASML's customers? Who does ASML earn revenue from?
Canonical: https://valuechain.wiki/asml · Facet: customers · Updated: 2026-09-11T13:43:40.057372+00:00 · Source: ValueChain.wiki (cited money-flow graph)

**Citable summary**: ASML's confirmed revenue counterparties include 삼성전자, TSMC, SK하이닉스 plus 9 undisclosed/aggregate relationships. Per the valuechain.wiki graph: 12 revenue edges, backed by 15 dated sources, 5 of them primary filings (as of 2026-09-11).

### 삼성전자 (high)  → /samsung-electronics.md
- metric: Units 40대 · 2025 · Samsung+SK combined EUV shipments (two-thirds of total, $14B)
- note: Top EUV customer; with SK, took two-thirds of 2025 EUV shipments.
- [confirms] Seoul Economic Daily (EN, news, published 2026-04-17) https://en.sedaily.com/finance/2026/04/17/samsung-sk-secure-two-thirds-of-asmls-annual-euv-shipments: "Samsung and SK secured two-thirds of ASML's 2025 EUV shipments (~40 units, $14B)."

### TSMC (high)  → /tsmc.md
- note: One of the largest EUV/DUV customers (logic foundry).
- [mentions] Korea Economic Daily (KO, news, published 2026-04-23) https://www.hankyung.com/article/202604231581i: "TSMC is also an ASML High-NA EUV customer (timing under review)."
- [confirms] SEC EDGAR (EN, filing, published 2026-02-25) https://www.sec.gov/Archives/edgar/data/937966/000162828026011378/asml-20251231.htm: "ASML 20-F: sales are concentrated among a limited group of large customers (largest €7.8B)."

### SK하이닉스 (high)  → /sk-hynix.md
- note: Major EUV customer; with Samsung, two-thirds of 2025 shipments.
- [confirms] Seoul Economic Daily (EN, news, published 2026-04-17) https://en.sedaily.com/finance/2026/04/17/samsung-sk-secure-two-thirds-of-asmls-annual-euv-shipments: "Samsung and SK secured two-thirds of ASML's 2025 EUV shipments."

### Intel (high)  → /intel.md
- note: First customer to adopt High-NA EUV (for 18A and 14A).
- [confirms] ETNews (KO, news, published 2024-10-16) https://www.etnews.com/20241016000345: "Intel was the first to adopt ASML's High-NA EUV."

### Micron Technology (mid)  → /micron.md
- note: EUV customer (adopted EUV from the 1-gamma DRAM node).
- [mentions] Seoul Economic Daily (EN, news, published 2026-04-17) https://en.sedaily.com/finance/2026/04/17/samsung-sk-secure-two-thirds-of-asmls-annual-euv-shipments: "Micron and others are also ASML EUV customers."

### 글로벌파운드리 (mid)  → /globalfoundries.md
- note: Supplies lithography tools to GlobalFoundries.
- [mentions] SEC EDGAR (EN, filing, published 2026-02-27) https://www.sec.gov/Archives/edgar/data/0001709048/000170904826000022/gfs-20251231.htm: "A key equipment supplier to GlobalFoundries."

### 키옥시아 (mid)  → /kioxia.md
- note: Supplies NAND production equipment and wafers to Kioxia.
- [confirms] News1 (KO, news, published 2025-11-01) https://www.news1.kr/industry/general-industry/5997227: "Supplies NAND fab equipment and wafers to Kioxia."
- [confirms] Kioxia (EN, ir, published 2025-05-01) https://www.kioxia.com/en-jp/ir.html: "Supplies NAND fab equipment and wafers to Kioxia."

### 샌디스크 (mid)  → /sandisk.md
- note: Supplies NAND production equipment to SanDisk.
- [confirms] Business Post (KO, news, published 2025-11-01) https://www.businesspost.co.kr/BP?command=article_view&num=437533: "Supplies NAND fab equipment to SanDisk."
- [confirms] SEC EDGAR (EN, filing, published 2025-08-01) https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=SNDK&type=10-K: "Supplies NAND fab equipment to SanDisk."

### UMC (mid)  → /umc.md
- note: Supplies lithography tools to UMC.
- [mentions] SEC EDGAR (EN, filing, published 2026-01-28) https://www.sec.gov/Archives/edgar/data/0001033767/000119312526025557/umc-ex99_1.htm: "UMC is a customer buying its equipment."

### 텍사스인스트루먼트 (mid)  → /texas-instruments.md
- note: Supplies front-end equipment to Texas Instruments.
- [confirms] SEC EDGAR (EN, filing, published 2025-01-01) https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=TXN&type=10-K: "Supplies front-end equipment to Texas Instruments."
- [confirms] Mordor (EN, analysis, published 2025-01-01) https://www.mordorintelligence.com/industry-reports/analog-semiconductor-market: "Supplies front-end equipment to Texas Instruments."

### Nanya Technology (mid)  → /nanya-tech.md
- note: Supplies EUV lithography systems for Nanya's new 1C/1D DRAM fab.
- [confirms] 01.co (EN, research, published 2026-04-15) https://www.01.co/research/nanya-tech-q1-2026-legacy-dram-squeeze: "Nanya Tech Q1 2026: Legacy DRAM Squeeze Confirmed"
- [confirms] Evertiq (EN, news, published 2022-06-23) https://evertiq.com/design/52056: "Nanya breaks ground on new fab in Taiwan"

### Hua Hong (mid)  → /hua-hong.md
- note: Supplies DUV (193nm immersion) lithography for Hua Hong's mature nodes — EUV is banned for China and even DUV faces Dutch licensing and MATCH Act (April 2026) risk to service and exports.
- [confirms] CNBC (EN, news, published 2026-04-07) https://www.cnbc.com/2026/04/07/asml-shares-today-us-chip-export-curbs-china.html: "ASML DUV is core to Hua Hong and China mature-node fabs; tightening export curbs"

Reverse side: https://valuechain.wiki/asml/suppliers.md · Ripple: https://valuechain.wiki/asml/ripple.md

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