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ASML

ASML

ASML in Veldhoven builds the machines chip fabs use to print patterns on silicon. For the newest generations there is no alternative anywhere.

Mathias PeetersWritten by On-chain analist, AntwerpenUpdated Checked by the editorial desk
Ticker
ASML
Exchange
Euronext Amsterdam / Nasdaq
Headquarters
Veldhoven, Nederland
Founded
1984
Role in the AI chain
Supply chain

Indicative, delayed price. Not investment advice.

What the machines do

Lithography exposes a pattern on a wafer. ASML's EUV systems use extremely short wavelengths, enabling features a few nanometres wide.

A machine costs hundreds of millions of euros and ships in parts; the service contracts afterwards are a steady income stream.

Export rules and politics

The Netherlands and the US restrict exports of the most advanced systems to China, which hits the order book and makes ASML a geopolitical file.

Meanwhile AI demand pushes investment at TSMC, Samsung and Intel, where ASML benefits first.

Risks

The order cycle is lumpy and the customer base is small.

Frequently asked questions

Why has ASML no EUV competition?

The technology took decades and a chain of specialised suppliers. No one else has a working system.

How hard do export limits hit?

They cap sales of top systems to certain markets while AI investment lifts demand elsewhere.

Is ASML an AI stock?

Indirectly: without these machines there are no advanced AI chips.

This page is editorial explanation, not investment advice. Share prices can swing hard; never invest money you need.

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