# Who are Lasertec's customers? Who does Lasertec earn revenue from?
Canonical: https://valuechain.wiki/lasertec · Facet: customers · Updated: 2026-07-12T08:24:03.949094+00:00 · Source: ValueChain.wiki (cited money-flow graph)

**Citable summary**: Lasertec's confirmed revenue counterparties include TSMC, Intel, 삼성전자. Per the valuechain.wiki graph: 3 revenue edges, backed by 6 dated sources, 3 of them primary filings (as of 2026-07-12).

### TSMC (high)  → /tsmc.md
- metric: Market share 31.9% · FY2024(2023.7~2024.6) · Yuho major-customer revenue disclosure
- note: Supplies EUV mask defect-inspection tools to TSMC — tied to the leading-edge logic EUV ramp, an irreplaceable monopoly supply.
- [confirms] Lasertec (EN, filing, published 2025-08-08) https://www.lasertec.co.jp/en/ir/: "Supplies EUV mask inspection equipment to TSMC."
- [confirms] TheElec (KO, news, published 2025-01-01) https://www.thelec.kr/news/articleView.html?idxno=18973: "Supplies EUV mask inspection equipment to TSMC."
- [confirms] EDINET (Lasertec Yuho) (JA, filing, published 2024-09-01) https://edinetdb.jp/company/E01991/text: "Yuho major-customer disclosure: 68,045百万円 (31.9% of revenue) in FY2023.7-2024.6."

### Intel (high)  → /intel.md
- metric: Market share 27.7% · FY2024(2023.7~2024.6) · Yuho major-customer revenue disclosure
- note: Supplies EUV mask defect-inspection tools to Intel — tied to Intel Foundry's EUV adoption.
- [mentions] Analyst analysis (EN, research, published 2026-02-01) https://note.com/beyondge/n/n1e33aed29b48: "De-facto monopoly in EUV mask inspection, ~49% operating margin."
- [confirms] Lasertec (EN, filing, published 2025-08-08) https://www.lasertec.co.jp/en/ir/: "Lasertec FY2025 revenue JPY 245.8bn (equipment 202.9 + service 42.9); EUV mask-inspection monopoly; FY2026 guided -20.5%."
- [confirms] TheElec (KO, news, published 2025-01-01) https://www.thelec.kr/news/articleView.html?idxno=18973: "Supplies EUV mask inspection equipment to Intel."
- [confirms] EDINET (Lasertec Yuho) (JA, filing, published 2024-09-01) https://edinetdb.jp/company/E01991/text: "Yuho major-customer disclosure: 59,210百万円 (27.7% of revenue) in FY2023.7-2024.6."
- [mentions] SemiconAlpha (EN, analysis, published 2024-06-01) https://semiconalpha.substack.com/p/lasertec-colossal-fraud-or-multi: "A quick glance at the market for their EUV inspection tools would point you to basically three customers, Intel, Samsung and TSMC."

### 삼성전자 (high)  → /samsung-electronics.md
- metric: Market share 23% · FY2024(2023.7~2024.6) · Yuho major-customer revenue disclosure
- note: Supplies EUV mask defect-inspection tools to Samsung — tied to memory/logic EUV expansion.
- [confirms] EDINET / company IR (JA, filing, published 2025-09-01) https://www.lasertec.co.jp/ir/data/securities.html: "Annual securities report: revenue, customers, business."
- [confirms] Lasertec (EN, filing, published 2025-08-08) https://www.lasertec.co.jp/en/ir/: "Supplies EUV mask inspection equipment to Samsung Electronics."
- [confirms] TheElec (KO, news, published 2025-01-01) https://www.thelec.kr/news/articleView.html?idxno=18973: "Supplies EUV mask inspection equipment to Samsung Electronics."
- [confirms] EDINET (Lasertec Yuho) (JA, filing, published 2024-09-01) https://edinetdb.jp/company/E01991/text: "Yuho major-customer disclosure: 49,083百万円 (23% of revenue) in FY2023.7-2024.6."

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

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Full node: https://valuechain.wiki/lasertec.md · JSON: https://valuechain.wiki/lasertec.json