Semiconductor Equipment & Materials — Supply-Chain Map

“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 · View source filing ↗

“we are reliant upon sole-source providers, such as with the EUV lithography tools manufactured by ASML”

— INTC 10-K, filed 2026-01-23 · View source filing ↗

“For the fiscal years ended June 30, 2025, 2024 and 2023, the following customers each accounted for more than 10% of total revenues, primarily in the Semiconductor Process Control segment: Fiscal Year Ended June 30, 2025 2024 2023 Taiwan Semiconductor Manufacturing Company Limited Taiwan Semiconductor Manufacturing Company Limited Taiwan Semiconductor Manufacturing Company Limited Samsung Electronics Co., Ltd.”

— KLAC 10-K, filed 2025-08-08 · View source filing ↗

“For the fiscal years ended June 30, 2025, 2024 and 2023, the following customers each accounted for more than 10% of total revenues, primarily in the Semiconductor Process Control segment: Fiscal Year Ended June 30, 2025 2024 2023 Taiwan Semiconductor Manufacturing Company Limited Taiwan Semiconductor Manufacturing Company Limited Taiwan Semiconductor Manufacturing Company Limited Samsung Electronics Co., Ltd.”

— KLAC 10-K, filed 2025-08-08 · View source filing ↗

“We purchase our packaging equipment from major international manufacturers, including All Ring Tech Co., Ltd., Marketech lnternational Corp., Grand Process Technology Corporation, Tokyo Electron Limited, and Lam Research Corporation.”

— ASX 20-F, filed 2026-04-01 · View source filing ↗

“we were honored to receive the TSMC Supplier ‘Excellence in Green Manufacturing’ Award”

— ASML 20-F, filed 2026-02-25 · View source filing ↗

“Percentage of net sales to top customers: Taiwan Semiconductor Manufacturing Company (TSMC) 16%”

— ENTG 10-K, filed 2026-02-11 · View source filing ↗

“Significant customers Total revenues, by percentage, from individual customers representing 10% or more of total revenues in the respective periods were as follows: … Lumentum Operations LLC * * 15.4 %”

— FN 10-K, filed 2025-08-19 · View source filing ↗

“Other customers, such as FiberHome Technologies Group”

— LITE 10-K, filed 2025-08-19 · View source filing ↗

“In January 2025, we received an inquiry from BIS concerning past product sales to Huawei … We have stopped shipping products to Huawei”

— COHR 10-K, filed 2025-08-15 · View source filing ↗

“Our most significant customers during the fiscal years ending June 29, 2025, June 30, 2024, and June 25, 2023 included Samsung Electronics Company, Ltd. and Taiwan Semiconductor Manufacturing Company.”

— LRCX 10-K, filed 2025-08-11 · View source filing ↗

“Our most significant customers during the fiscal years ending June 29, 2025, June 30, 2024, and June 25, 2023 included Samsung Electronics Company, Ltd. and Taiwan Semiconductor Manufacturing Company.”

— LRCX 10-K, filed 2025-08-11 · View source filing ↗

“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 · View source filing ↗

“The TWINSCAN EXE:5200B also features improved projection optics, developed in cooperation with our strategic partner Carl Zeiss SMT, that maximize imaging and overlay (layer-to-layer alignment) performance.”

— ASML 20-F, filed 2026-02-25 · View source filing ↗

“In March 2025, we signed a five-year strategic partnership agreement with imec with the aim to strengthen collaboration on emerging and societal challenges, and to develop initiatives focused on sustainable innovation in Europe.”

— ASML 20-F, filed 2026-02-25 · View source filing ↗

“We compete primarily with Canon and Nikon in respect of DUV systems.”

— ASML 20-F, filed 2026-02-25 · View source filing ↗

“We compete primarily with Canon and Nikon in respect of DUV systems.”

— ASML 20-F, filed 2026-02-25 · View source filing ↗

“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 · View source filing ↗

“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 · View source filing ↗

“Our current competitors include: … • networking products consisting of switches, network adapters (including DPUs), and cable solutions (including optical modules) include such as AMD, Arista Networks, Broadcom, Cisco Systems, Inc., Hewlett Packard Enterprise Company, Huawei, Intel, Lumentum Holdings Inc., and Marvell Technology, Inc, as well as internal teams of system vendors and large cloud services companies.”

— NVDA 10-K, filed 2026-02-25 · View source filing ↗

“In PSD, Trumpf Group, Lumentum Holdings Inc., IPG Photonics Corporation, EdgeWave GmbH and Amplitude Laser Group offer products that compete with our laser products.”

— MKSI 10-K, filed 2026-02-24 · View source filing ↗

“Coherent Corp., Excelitas Technologies Corp., Jenoptik AG and Thorlabs, Inc. offer products that compete with our laser and photonics products.”

— MKSI 10-K, filed 2026-02-24 · View source filing ↗

“Notable competitors with respect to our reporting segments include: … Pall Corporation (part of Danaher Corporation)”

— ENTG 10-K, filed 2026-02-11 · View source filing ↗

“Notable competitors with respect to our reporting segments include: … Shin-Etsu Polymer Co. Ltd.”

— ENTG 10-K, filed 2026-02-11 · View source filing ↗

“Notable competitors with respect to our reporting segments include: … Qnity Electronics, Inc.”

— ENTG 10-K, filed 2026-02-11 · View source filing ↗

“Notable competitors with respect to our reporting segments include: … Cobetter Filtration Electronics”

— ENTG 10-K, filed 2026-02-11 · View source filing ↗

“Notable competitors with respect to our reporting segments include: … Gudeng Precision Industrial”

— ENTG 10-K, filed 2026-02-11 · View source filing ↗

“Notable competitors with respect to our reporting segments include: … Aicello Corporation”

— ENTG 10-K, filed 2026-02-11 · View source filing ↗

“Notable competitors with respect to our reporting segments include: … EMD Performance Materials division of Merck KGaA”

— ENTG 10-K, filed 2026-02-11 · View source filing ↗

“Notable competitors with respect to our reporting segments include: … Advanced Materials division of Air Liquide”

— ENTG 10-K, filed 2026-02-11 · View source filing ↗

“Notable competitors with respect to our reporting segments include: … Linde plc”

— ENTG 10-K, filed 2026-02-11 · View source filing ↗

“Notable competitors with respect to our reporting segments include: … Anji Microelectronics (Shanghai) Co., Ltd”

— ENTG 10-K, filed 2026-02-11 · View source filing ↗

“Notable competitors with respect to our reporting segments include: … Mersen”

— ENTG 10-K, filed 2026-02-11 · View source filing ↗

“As market adoption of the technology grows with rapidly expanding power device designs, we have experienced increased competition from companies such as Coherent, Inc., SiCrystal GmbH, IQE plc, and Resonac Holdings Corporation in the United States, Europe and Japan.”

— WOLF 10-K, filed 2025-08-26 · View source filing ↗

“Our primary competitor in the dielectric and metals deposition market is Applied Materials, Inc.”

— LRCX 10-K, filed 2025-08-11 · View source filing ↗

“For ALD and PECVD, we also compete against ASM International and Wonik IPS.”

— LRCX 10-K, filed 2025-08-11 · View source filing ↗

“For ALD and PECVD, we also compete against ASM International and Wonik IPS.”

— LRCX 10-K, filed 2025-08-11 · View source filing ↗

“In the etch market, our primary competitors are Applied Materials, Inc.; Hitachi, Ltd.; and Tokyo Electron, Ltd.”

— LRCX 10-K, filed 2025-08-11 · View source filing ↗

“In the etch market, our primary competitors are Applied Materials, Inc.; Hitachi, Ltd.; and Tokyo Electron, Ltd. … our primary competitors in the wet clean market are Screen Holding Co., Ltd.; Semes Co., Ltd.; and Tokyo Electron, Ltd.”

— LRCX 10-K, filed 2025-08-11 · View source filing ↗

“our primary competitors in the wet clean market are Screen Holding Co., Ltd.; Semes Co., Ltd.; and Tokyo Electron, Ltd.”

— LRCX 10-K, filed 2025-08-11 · View source filing ↗