ASML — Supply Chain & Business Relationships
Every relationship below is sourced to a verbatim quote from a public company filing that names the counterparty, with a one-click link to the original document.
Click a company to open its map · drag to explore · hover a line to read the source quote. Green = supplies · orange dashed = competes · blue = partners · purple = ownership · grey dashed = suspended · how to read this data.
2 suppliers2 customers4 partners4 competitors2 ownership ties6 source filings
Featured in supply-chain maps: Semiconductor Equipment & Materials
Where it sits in the AI-server chain
The stages where a filing quote places this company on the AI-server chain.
Customers (companies it supplies)
Last confirmed 2026-07-23 · 29 days ago · corroborated by 2 filings
“we are reliant upon sole-source providers, such as with the EUV lithography tools manufactured by ASML”— INTC 10-K, filed 2026-01-23 EDGAR · View source filing ↗
Supplies to →
TSMC
Filed 2026-02-25 · 177 days ago
“we were honored to receive the TSMC Supplier ‘Excellence in Green Manufacturing’ Award”— ASML 20-F, filed 2026-02-25 EDGAR · View source filing ↗
Suppliers (companies that supply it)
Filed 2026-02-25 · 177 days ago
“The number of lithography systems we are able to produce is limited by the production capacity of one of our key suppliers, Carl Zeiss SMT, our sole supplier of lenses, mirrors, illuminators, collectors and other critical optical components (which we refer to as optics). … We have an exclusive arrangement with Carl Zeiss SMT.”— ASML 20-F, filed 2026-02-25 EDGAR · View source filing ↗
Supplied by ←
Jenoptik
Filed 2025-12-31 · 233 days ago
“Mit der Strategic Business Unit (SBU) Semiconductor & Advanced Manufacturing ist Jenoptik ein globaler OEM-Lieferant für Lösungen auf Basis von Photonik. … Die SBU arbeitet mit führenden internationalen Herstellern der Halbleiterausrüstungsindustrie, wie z. B. ASML, zusammen.”— JENOPTIK AG Annual report (Geschäftsbericht), filed 2025-12-31 (German statutory annual report; quote in the original German) · View source filing ↗“The SBU collaborates with leading international manufacturers in the semiconductor equipment industry, such as ASML.”— Jenoptik Annual Report 2025 (official English translation) · View source filing ↗(Official English translation published by the company; the German original prevails)
Partners & collaborations
Filed 2026-02-25 · 177 days ago
“On September 9, 2025, ASML and Mistral AI announced an investment and partnership agreement for which ASML invested € 1.3 billion in Mistral AI’s Series C funding round as lead investor.”— ASML 20-F, filed 2026-02-25 EDGAR · View source filing ↗
Filed 2026-02-25 · 177 days ago
“Our relationship with Carl Zeiss SMT GmbH is structured as a strategic alliance”— ASML 20-F, filed 2026-02-25 EDGAR · View source filing ↗
Partners with ↔
Imec
Filed 2026-02-25 · 177 days ago
“In 2025, ASML and imec entered a new five- year collaboration, with ASML supporting the joint ESG research program.”— ASML 20-F, filed 2026-02-25 EDGAR · View source filing ↗
Partners with ↔
Intel
Filed 2026-01-22 · 211 days ago
“Intel Foundry and ASML have demonstrated technical viability of the most advanced lithography scanner available in delivering improved accuracy and productivity that positions High Numerical Aperture (High NA) EUV for future high-volume manufacturing.”— INTC 8-K, filed 2026-01-22 EDGAR · View source filing ↗
Competitors
Competes with ↔
KLA
Last confirmed 2026-08-06 · 15 days ago · corroborated by 2 filings
“In each of our product markets, we have many competitors, including companies such as Applied Materials, Inc., ASML Holding N.V., Hitachi High-Tech Corporation, Lasertec, Inc. and Onto Innovation, Inc.”— KLAC 10-K, filed 2026-08-06 EDGAR · View source filing ↗
Competes with ↔
Canon
Filed 2026-02-25 · 177 days ago
“We compete primarily with Canon and Nikon in respect of DUV systems.”— ASML 20-F, filed 2026-02-25 EDGAR · View source filing ↗
Competes with ↔
Nikon
Filed 2026-02-25 · 177 days ago
“We compete primarily with Canon and Nikon in respect of DUV systems.”— ASML 20-F, filed 2026-02-25 EDGAR · View source filing ↗
Competes with ↔
Applied Materials
Filed 2026-02-25 · 177 days ago
“We also compete with providers of applications that support or enhance complex patterning solutions, such as Applied Materials Inc. and KLA-Tencor Corporation.”— ASML 20-F, filed 2026-02-25 EDGAR · View source filing ↗
Ownership & investments
Filed 2026-02-25 · 177 days ago
“We have invested €1.3 billion in Mistral AI as lead investor and hold an approximately 11% share on a fully diluted basis in the company .”— ASML 20-F, filed 2026-02-25 EDGAR · View source filing ↗
Filed 2026-02-25 · 177 days ago
“For Carl Zeiss SMT Holding GmbH & Co. KG, we directly receive our share in their scope 1 and 2 emissions — which is multiplied by our equity stake. Since they are also a key supplier, and to avoid double- counting, these emissions are deducted from scope 3 category 1.”— ASML 20-F, filed 2026-02-25 EDGAR · View source filing ↗
Filed activity
Filings by ASML itself, from our archive: US SEC earnings filings (Form 8-K Item 2.02 and Form 6-K results reports) since 2025-07-22, plus Taiwan Stock Exchange material announcements where covered. Not a complete filing history; subjects appear verbatim in their original language.
2026-07-15Earnings releaseASML reports €9.3 billion total net sales and €2.9 billion net income in Q2 2026
ASM L increases outlook, expects 2026 total net sales to be between €43 billion and €45 billion, with a gross margin between 54% and 56% VELDHOVEN, the Netherlands, July 15, 2026 – Today, ASML Holding NV (ASML) has published its 2026 second-quarter results. • Q2 total net sales of €9.3 billion, gross margin of 54.0%, net income of €2.9 billionShow more from the filing
• ASML expects Q3 2026 total net sales between €11.0 billion and €12.0 billion, and a gross margin between 55% and 57% • AS ML now expects 2026 total net sales to be between €43 billion and €45 billion , with a gross margin between 54% and 56% (Figures in millions of euros unless otherwise indicated) Q1 2026 Q2 2026 Total net sales 8,767 9,326 ...of which Installed Base Management sales 1 2,488 2,762 New lithography systems sold (units) 67 86 Used lithography systems sold (units) 12 5 Gross profit 4,645 5,035 Gross margin (%) 53.0 54.0 Net income 2,757 2,918 EPS (basic; in euros) 7.15 7.59 End-quarter cash and cash equivalents and short-term investments 8,376 7,582 (1) Installed Base Management sales equals our net service and field option sales. Numbers have been rounded for readers' convenience.
— Form 6-K · US SEC EDGAR · View source filing ↗
2026-04-15Earnings releaseASML reports €8.8 billion total net sales and €2.8 billion net income in Q1 2026
ASML now expects 2026 total net sales to be between €36 billion and €40 billion, with a gross margin between 51% and 53% VELDHOVEN, the Netherlands, April 15, 2026 – Today, ASML Holding NV (ASML) has published its 2026 first-quarter results. • Q1 total net sales of €8.8 billion, gross margin of 53.0%, net income of €2.8 billionShow more from the filing
• ASML expects Q2 2026 total net sales between €8.4 billion and €9.0 billion, and a gross margin between 51% and 52% • ASML now expects 2026 total net sales to be between €36 billion and €40 billion, with a gross margin between 51% and 53% (Figures in millions of euros unless otherwise indicated) Q4 2025 Q1 2026 Total net sales 9,718 8,767 ...of which Installed Base Management sales 1 2,134 2,488 New lithography systems sold (units) 94 67 Used lithography systems sold (units) 8 12 Gross profit 5,068 4,645 Gross margin (%) 52.2 53.0 Net income 2,840 2,757 EPS (basic; in euros) 7.35 7.15 End-quarter cash and cash equivalents and short-term investments 13,322 8,376 (1) Installed Base Management sales equals our net service and field option sales. Numbers have been rounded for readers' convenience.
— Form 6-K · US SEC EDGAR · View source filing ↗
2026-01-28Earnings releaseASML reports €32.7 billion total net sales and €9.6 billion net income in 2025
ASML expects 2026 total net sales to be between €34 billion and €39 billion, with a gross margin between 51% and 53% VELDHOVEN, the Netherlands, January 28, 2026 – Today, ASML Holding NV (ASML) has published its 2025 fourth-quarter and full-year results. • Q4 total net sales of €9.7 billion, gross margin of 52.2% , net income of €2.8 billionShow more from the filing
• Quarterly net bookings in Q4 of €13.2 billion of which €7.4 billion is EU V • 2025 total net sales of €32.7 billion, gross margin of 52.8% , net income of €9.6 billion • Backlog at the end of 2025 of €38.8 billion • ASML expects Q1 2026 total net sales between €8.2 billion and €8.9 billion, and a gross margin between 51% and 53% • ASML expects 2026 total net sales to be between €34 billion and €39 billion, with a gross margin between 51% and 53% • ASML announces a new share buyback program of up to €12 billion to be executed by December 31, 2028
— Form 6-K · US SEC EDGAR · View source filing ↗
2025-10-15Earnings releaseASML reports €7.5 billion total net sales and €2.1 billion net income in Q3 2025
Full-year 2025 expected total net sales growth of around 15% with gross margin around 52% VELDHOVEN, the Netherlands, October 15, 2025 – Today, ASML Holding NV (ASML) has published its 2025 third-quarter results. • Q3 total net sales of €7.5 billion, gross margin of 51.6% , net income of €2.1 billion • Quarterly net bookings in Q3 of €5.4 billion 2 of which €3.6 billion is EU VShow more from the filing
• ASML expects Q4 2025 total net sales between €9.2 billion and €9.8 billion, and a gross margin between 51% and 53% • ASML expects a full-year 2025 total net sales increase of around 15% relative to 2024, with a gross margin of around 52% • ASML does not expect 2026 total net sales to be below 2025 (Figures in millions of euros unless otherwise indicated) Q2 2025 Q3 2025 Total net sales 7,692 7,516 ...of which Installed Base Management sales 1 2,096 1,962 New lithography systems sold (units) 67 66 Used lithography systems sold (units) 9 6 Net bookings 2 5,541 5,399 Gross profit 4,130 3,880 Gross margin (%) 53.7 51.6 Net income 2,290 2,125 EPS (basic;
— Form 6-K · US SEC EDGAR · View source filing ↗