Lithography · EUV monopoly

ASML

The monopoly supplier of advanced lithography. ASML is the world's only maker of EUV, and especially High-NA EUV. FY2025 revenue €32.7B; customers include every leading-edge chipmaker (TSMC, Samsung, SK, Intel, Micron). Samsung and SK took two-thirds of 2025 EUV shipments.

ASML Updated 2026-06-20

Money in ▸Samsung Electronics●Units 40 TSMC●SK hynix●Intel●Micron Technology◐

ASML€32.7B

▸ Money outCarl Zeiss SMT●Cymer◐

Financials & Segments

Total revenue · €32.7B (FY2025). Largest customer €7.8B (~24%), top 3 ~60%+
Customer concentration · Largest customer is ~24% of revenue (€7.8B). Samsung and SK took two-thirds of 2025 EUV shipments (~40 units, $14B). In Q1, memory customers were 51% of equipment revenue, passing logic for the first time in 8 years
Segments · EUV · DUV · Applications & Service

Revenue from

Samsung Electronics High confidence· Units 40 · 2025 · Samsung+SK combined EUV shipments (two-thirds of total, $14B)
Top EUV customer; with SK, took two-thirds of 2025 EUV shipments.
Confirms EN Seoul Economic Daily Published Apr 17, 2026: "Samsung and SK secured two-thirds of ASML's 2025 EUV shipments (~40 units, $14B)."
TSMC High confidence
One of the largest EUV/DUV customers (logic foundry).
Mentions KO Korea Economic Daily Published Apr 23, 2026: "TSMC is also an ASML High-NA EUV customer (timing under review)."
Confirms EN SEC EDGAR Published Feb 25, 2026: "ASML 20-F: sales are concentrated among a limited group of large customers (largest €7.8B)."
SK hynix High confidence
Major EUV customer; with Samsung, two-thirds of 2025 shipments.
Confirms EN Seoul Economic Daily Published Apr 17, 2026: "Samsung and SK secured two-thirds of ASML's 2025 EUV shipments."
Intel High confidence
First customer to adopt High-NA EUV (for 18A and 14A).
Confirms KO ETNews Published Oct 16, 2024: "Intel was the first to adopt ASML's High-NA EUV."
Micron Technology Medium confidence
EUV customer (adopted EUV from the 1-gamma DRAM node).
Mentions EN Seoul Economic Daily Published Apr 17, 2026: "Micron and others are also ASML EUV customers."

Pays to

Carl Zeiss SMT High confidence
Sole-source supplier of the optics for EUV lithography systems.
Confirms EN SEC EDGAR Published Feb 25, 2026: "ASML 20-F: Carl Zeiss SMT is a key optics supplier."
Cymer Medium confidence
EUV light source (laser) supplier; an ASML subsidiary.
Mentions EN SEC EDGAR Published Feb 25, 2026: "ASML 20-F: Cymer provides light-source technology."

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