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ASML — 供應鏈與商業關係

下方的每一段關係都源自公開公司申報文件中的逐字引用,點名了交易對手,並附有一鍵連結至原始文件。

點擊公司開啟其地圖 · 拖曳探索 · 游標懸停連線可閱讀來源引文。綠=供應 · 橘虛線=競爭 · 藍=合作 · 紫=持股 · 灰虛線=暫停 · 如何閱讀這些資料

1 家供應商2 家客戶3 家合作夥伴4 家競爭對手2 持股關係3 份來源申報文件

客戶(其供應的公司)

申報於 2026-01-23 · 169 天前
“we are reliant upon sole-source providers, such as with the EUV lithography tools manufactured by ASML”
— INTC 10-K,申報於 2026-01-23 · 查看原始申報文件 ↗
Intel 依賴 ASML 作為 EUV 微影設備之獨家供應商。(以原文為準)
供應給 → TSMC
申報於 2026-02-25 · 136 天前
“we were honored to receive the TSMC Supplier ‘Excellence in Green Manufacturing’ Award”
— ASML 20-F,申報於 2026-02-25 · 查看原始申報文件 ↗
ASML 曾獲 TSMC 頒發「綠色製造卓越獎」。(以原文為準)

供應商(供應其產品或服務的公司)

申報於 2026-02-25 · 136 天前
“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,申報於 2026-02-25 · 查看原始申報文件 ↗
ASML 與 Carl Zeiss SMT 有獨家安排,Carl Zeiss SMT 是 ASML 光學元件的唯一供應商。(以原文為準)

合作夥伴與協作

合作夥伴 ↔ Mistral Ai 重大投資
申報於 2026-02-25 · 136 天前
“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,申報於 2026-02-25 · 查看原始申報文件 ↗
ASML與Mistral Ai宣布投資與合作協議,ASML作為領投方投資13億歐元於Mistral Ai的C輪融資。(以原文為準)
申報於 2026-02-25 · 136 天前
“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,申報於 2026-02-25 · 查看原始申報文件 ↗
ASML 與其策略夥伴 Carl Zeiss SMT 合作開發 TWINSCAN EXE:5200B 之投影光學系統。(以原文為準)
合作夥伴 ↔ Imec
申報於 2026-02-25 · 136 天前
“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,申報於 2026-02-25 · 查看原始申報文件 ↗
ASML 於 2025 年 3 月與 Imec 簽署五年策略合作協議。(以原文為準)

競爭對手

相互競爭 ↔ Canon
申報於 2026-02-25 · 136 天前
“We compete primarily with Canon and Nikon in respect of DUV systems.”
— ASML 20-F,申報於 2026-02-25 · 查看原始申報文件 ↗
ASML 在深紫外光(DUV)系統方面主要與 Canon 競爭。(以原文為準)
相互競爭 ↔ Nikon
申報於 2026-02-25 · 136 天前
“We compete primarily with Canon and Nikon in respect of DUV systems.”
— ASML 20-F,申報於 2026-02-25 · 查看原始申報文件 ↗
ASML 在 DUV 系統方面主要與 Nikon 競爭。(以原文為準)
相互競爭 ↔ Applied Materials
申報於 2026-02-25 · 136 天前
“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,申報於 2026-02-25 · 查看原始申報文件 ↗
ASML 與 Applied Materials 在支援或強化複雜圖案化解決方案的應用領域中互為競爭者。(以原文為準)
相互競爭 ↔ KLA
最近確認於 2026-02-25 · 136 天前 · 經 2 份申報文件佐證
“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,申報於 2026-02-25 · 查看原始申報文件 ↗
ASML 與 KLA 在支援或增強複雜圖案化解決方案的應用領域中相互競爭。(以原文為準)

所有權與投資

投資於 → Mistral Ai 重大投資
申報於 2026-02-25 · 136 天前
“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,申報於 2026-02-25 · 查看原始申報文件 ↗
ASML 以領投方身份投資 Mistral Ai 13 億歐元,並持有其約 11% 的完全稀釋後股份。(以原文為準)
申報於 2026-02-25 · 136 天前
“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,申報於 2026-02-25 · 查看原始申報文件 ↗
ASML直接收到其對Carl Zeiss SMT持股比例對應的範疇一及範疇二排放量,並為避免重複計算而將其從範疇三類別一中扣除。(以原文為準)