ASML (ASML)

Sole supplier of extreme ultraviolet (EUV) lithography systems for advanced chips.

semiconductors website ↗ AI Adjacency 39/100 Confidence 98%

Netherlands · ticker ASML
Updated 2026-09-09· researched 2026-09-09· next review 2026-09-20· listed 2026-09-09
⚠ research overdue — re-review queued

Why it matters to AI

ASML operates within the AI industrial ecosystem across semiconductors. Its role sits downstream of 1 entities that depend on it and upstream of 1 dependencies.

AI Dependency Map

SUPPLIES tsmc 0 src · 96%

AI Impact Map

tsmc DEPENDS_ON 0 src · 96%

Customers & Partners

tsmc customer

Ecosystem Map

Neighborhood grouped by layer — click any node to explore. Depth:

suppliessuppliessuppliesdepends onusesASMLsemiconductorsApplied Materia…Applied Materials (company)TSMCTSMC (company)computeAMDAMD (company)NVIDIANVIDIA (company)

Claims & Evidence

ASML is the only company producing EUV lithography machines.
✓ verified 97% confidence · 1 source(s)
ASML EUV Technology · company website · Asml · rel 80% · hash 7445e877
ASML is the only company producing EUV lithography machines.
✓ verified 97% confidence · 1 source(s)
ASML EUV Technology · company website · rel 80% · hash 7445e877
ASML is the only company producing EUV lithography machines.
✓ verified 97% confidence · 1 source(s)
ASML EUV Technology · company website · rel 80% · hash 7445e877
ASML is the only company producing EUV lithography machines.
✓ verified 97% confidence · 1 source(s)
ASML EUV Technology · company website · rel 80% · hash 7445e877

Data Confidence

Overall 98% · 100% of 4 claims verified · 1 source(s) · mean reliability 80% · AI Adjacency 39/100 · Criticality 65/100 · evidence breakdown →

If ASML disappeared

Criticality 65/100 (calculated v1 — downstream reach, substitutes, concentration, geography, uniqueness). Impact analysis →

Sources (1)

ASML EUV Technology · company website · Asml · rel 80%

Timeline

View as of:
criticality_score changed 2026-09-13
null → 65
ai_adjacency_score changed 2026-09-13
37 → 39
ai_adjacency_score changed 2026-09-13
35 → 37
ai_adjacency_score changed 2026-09-13
33 → 35
ai_adjacency_score changed 2026-09-13
31 → 33
ai_adjacency_score changed 2026-09-13
90 → 31

Machine-readable

asml.json · full · asml/ld.json