# If Carl Zeiss SMT moves, who benefits? How far does the value-chain ripple reach?
Canonical: https://valuechain.wiki/carl-zeiss-smt · Facet: ripple · Updated: 2026-07-12T05:45:12.448189+00:00 · Source: ValueChain.wiki (cited money-flow graph)

**Citable summary**: Per the valuechain.wiki graph, Carl Zeiss SMT is directly linked to 1 companies (0 supply, 1 revenue, 1 investment relationships) and reaches 15 companies within two hops; the links are backed by 5 dated sources, 0 of them primary filings (as of 2026-07-12).

An effective monopoly in EUV optics and mirrors (exclusive supplier to ASML; returns not tracked as it is private). EUV-optics demand is underpinned as its customer ASML and the foundry and memory above it (SanDisk, Kioxia AI demand) rise. Monopolizing the core optics of EUV lithography, it is a bottleneck where ultra-precision mirror demand per scanner grows with EUV adoption.

## Demand chain (leading)
- T1 ASML (https://valuechain.wiki/asml.md)
- T2 TSMC (https://valuechain.wiki/tsmc.md)
- T3 Apple (https://valuechain.wiki/apple.md)
- T3 Broadcom (https://valuechain.wiki/broadcom.md)
- T3 Intel (https://valuechain.wiki/intel.md)
- T3 Meta Platforms (https://valuechain.wiki/meta.md)
- T3 Marvell (https://valuechain.wiki/marvell.md)
- T3 Astera Labs (https://valuechain.wiki/astera-labs.md)
- T3 Amazon (https://valuechain.wiki/amazon.md)
- T3 Sony Semiconductor Solutions (https://valuechain.wiki/sony-semiconductor.md)
- T3 Alchip Technologies (https://valuechain.wiki/alchip.md)
- T3 Credo Technology (https://valuechain.wiki/credo.md)
- T3 Global Unichip (https://valuechain.wiki/global-unichip.md)
- T3 NXP Semiconductors (https://valuechain.wiki/nxp.md)
- T3 MediaTek (https://valuechain.wiki/mediatek.md)
- T3 Renesas Electronics (https://valuechain.wiki/renesas.md)
- T3 Qualcomm (https://valuechain.wiki/qualcomm.md)
- T3 Microsoft (https://valuechain.wiki/microsoft.md)
- T3 Alphabet (Google) (https://valuechain.wiki/alphabet.md)
- T3 Mobileye (https://valuechain.wiki/mobileye.md)
- T3 Analog Devices (https://valuechain.wiki/analog-devices.md)
- T3 Microchip Technology (https://valuechain.wiki/microchip.md)
- T3 Cisco (https://valuechain.wiki/cisco.md)
- T3 Montage Technology (https://valuechain.wiki/montage.md)
- T3 Phison Electronics (https://valuechain.wiki/phison.md)
- T3 Cerebras Systems (https://valuechain.wiki/cerebras.md)
- T3 Ambarella (https://valuechain.wiki/ambarella.md)
- T3 NVIDIA (https://valuechain.wiki/nvidia.md)
- T3 AMD (https://valuechain.wiki/amd.md)
- T3 Xiaomi (https://valuechain.wiki/xiaomi.md)
- T3 Realtek (https://valuechain.wiki/realtek.md)
- T3 Fortinet (https://valuechain.wiki/fortinet.md)
- T3 Will Semiconductor (https://valuechain.wiki/will-semiconductor.md)
- T2 Samsung Electronics (https://valuechain.wiki/samsung-electronics.md)
- T3 IBM (https://valuechain.wiki/ibm.md)
- T3 Tesla (https://valuechain.wiki/tesla.md)
- T3 Hyundai Motor Company (https://valuechain.wiki/hyundai-motor-company.md)
- T2 SK hynix (https://valuechain.wiki/sk-hynix.md)
- T3 SK Telecom (https://valuechain.wiki/sk-telecom.md)
- T3 Everpure (formerly Pure Storage) (https://valuechain.wiki/pure-storage.md)
- T2 Micron Technology (https://valuechain.wiki/micron.md)
- T2 GlobalFoundries (https://valuechain.wiki/globalfoundries.md)
- T3 General Motors (https://valuechain.wiki/general-motors.md)
- T3 Motorola Solutions, Inc. (https://valuechain.wiki/motorola-solutions.md)
- T2 Kioxia (https://valuechain.wiki/kioxia.md)
- T2 SanDisk (https://valuechain.wiki/sandisk.md)
- T2 United Microelectronics (UMC) (https://valuechain.wiki/umc.md)
- T3 Texas Instruments (https://valuechain.wiki/texas-instruments.md)
- T2 Nanya Technology (https://valuechain.wiki/nanya-tech.md)
- T2 Hua Hong Semiconductor (https://valuechain.wiki/hua-hong.md)

## Supply chain (benefiting)
- T1 ASML (https://valuechain.wiki/asml.md)
- T2 TRUMPF (https://valuechain.wiki/trumpf.md)
- T2 MKS Instruments (https://valuechain.wiki/mks-instruments.md)
- T2 Ichor Holdings (https://valuechain.wiki/ichor-holdings.md)
- T2 Parker-Hannifin Corporation (https://valuechain.wiki/parker-hannifin.md)
- T3 Microsoft (https://valuechain.wiki/microsoft.md)

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Full node: https://valuechain.wiki/carl-zeiss-smt.md · JSON: https://valuechain.wiki/carl-zeiss-smt.json