半導體設備與材料 — 供應鏈地圖

“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）

“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）

“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，申報於 2025-08-08 · 查看原始申報文件 ↗

在截至2025年、2024年及2023年6月30日的會計年度中，TSMC是KLA營收佔比超過10%的客戶之一，主要在半導體製程控制領域。（以原文為準）

“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，申報於 2025-08-08 · 查看原始申報文件 ↗

在截至 2025、2024 及 2023 年 6 月 30 日的會計年度中，Samsung 是 KLA 佔其營收超過 10% 的客戶之一。（以原文為準）

“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，申報於 2026-04-01 · 查看原始申報文件 ↗

ASE向Lam Research等國際大廠採購封裝設備。（以原文為準）

“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）

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

— ENTG 10-K，申報於 2026-02-11 · 查看原始申報文件 ↗

TSMC 佔 Entegris 淨銷售額的 16%。（以原文為準）

“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，申報於 2025-08-19 · 查看原始申報文件 ↗

Fabrinet 之總營收中，來自 Lumentum 之百分比於該期間為 15.4%。（以原文為準）

“Other customers, such as FiberHome Technologies Group”

— LITE 10-K，申報於 2025-08-19 · 查看原始申報文件 ↗

Fiberhome Technologies 是 Lumentum 的其他客戶之一。（以原文為準）

“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，申報於 2025-08-15 · 查看原始申報文件 ↗

Coherent 在 2025 年 1 月收到 BIS 關於過去向 Huawei 銷售產品的詢問，且已停止向 Huawei 出貨。（以原文為準）

“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，申報於 2025-08-11 · 查看原始申報文件 ↗

Lam Research 在截至 2025 年 6 月 29 日、2024 年 6 月 30 日及 2023 年 6 月 25 日的會計年度中，最重要的客戶包括 Samsung。（以原文為準）

“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，申報於 2025-08-11 · 查看原始申報文件 ↗

TSMC 是 Lam Research 在截至 2025 年 6 月 29 日、2024 年 6 月 30 日及 2023 年 6 月 25 日之會計年度內最重要的客戶之一。（以原文為準）

“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）

“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）

“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）

“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）

“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）

“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）

“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）

“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，申報於 2026-02-25 · 查看原始申報文件 ↗

Lumentum 是 NVIDIA 在網路產品領域的競爭者之一。（以原文為準）

“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，申報於 2026-02-24 · 查看原始申報文件 ↗

MKSI 的 PSD 部門雷射產品與 Lumentum 等公司的產品競爭。（以原文為準）

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

— MKSI 10-K，申報於 2026-02-24 · 查看原始申報文件 ↗

Coherent、Excelitas Technologies、Jenoptik 及 Thorlabs 的產品與 MKSI 的雷射及光電產品競爭。（以原文為準）

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

— ENTG 10-K，申報於 2026-02-11 · 查看原始申報文件 ↗

Entegris的報告部門競爭對手包括Pall Part Of Danaher。（以原文為準）

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

— ENTG 10-K，申報於 2026-02-11 · 查看原始申報文件 ↗

Entegris 將 Shin-Etsu Polymer 列為其報告部門之顯著競爭者。（以原文為準）

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

— ENTG 10-K，申報於 2026-02-11 · 查看原始申報文件 ↗

Entegris 的報告部門競爭對手包括 Qnity Electronics, Inc.。（以原文為準）

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

— ENTG 10-K，申報於 2026-02-11 · 查看原始申報文件 ↗

Cobetter Filtration Electronics 是 Entegris 在報告分部中的知名競爭對手之一。（以原文為準）

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

— ENTG 10-K，申報於 2026-02-11 · 查看原始申報文件 ↗

Entegris 將 Gudeng Precision Industrial 列為其報告部門的顯著競爭者之一。（以原文為準）

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

— ENTG 10-K，申報於 2026-02-11 · 查看原始申報文件 ↗

Entegris 的顯著競爭對手包括 Aicello 等公司。（以原文為準）

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

— ENTG 10-K，申報於 2026-02-11 · 查看原始申報文件 ↗

Entegris 的競爭對手包括 Emd Performance Materials Division Of Merck Kgaa。（以原文為準）

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

— ENTG 10-K，申報於 2026-02-11 · 查看原始申報文件 ↗

Advanced Materials Division Of Air Liquide 是 Entegris 在報告部門中的知名競爭者之一。（以原文為準）

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

— ENTG 10-K，申報於 2026-02-11 · 查看原始申報文件 ↗

Entegris 將 Linde 列為其報告部門的知名競爭對手之一。（以原文為準）

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

— ENTG 10-K，申報於 2026-02-11 · 查看原始申報文件 ↗

Anji Microelectronics Shanghai是Entegris報告部門的競爭對手之一。（以原文為準）

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

— ENTG 10-K，申報於 2026-02-11 · 查看原始申報文件 ↗

Entegris 將 Mersen 列為其報告部門之顯著競爭者。（以原文為準）

“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，申報於 2025-08-26 · 查看原始申報文件 ↗

Coherent 是 Wolfspeed 在美國、歐洲和日本市場的競爭者之一。（以原文為準）

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

— LRCX 10-K，申報於 2025-08-11 · 查看原始申報文件 ↗

Lam Research 在介電質與金屬沉積市場的主要競爭對手是 Applied Materials。（以原文為準）

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

— LRCX 10-K，申報於 2025-08-11 · 查看原始申報文件 ↗

Lam Research 在 ALD 和 PECVD 領域也與 Asm International 競爭。（以原文為準）

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

— LRCX 10-K，申報於 2025-08-11 · 查看原始申報文件 ↗

Wonik IPS 是 Lam Research 在 ALD 和 PECVD 領域的競爭對手。（以原文為準）

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

— LRCX 10-K，申報於 2025-08-11 · 查看原始申報文件 ↗

在蝕刻市場，Lam Research 的主要競爭對手包括 Hitachi。（以原文為準）

“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，申報於 2025-08-11 · 查看原始申報文件 ↗

Lam Research 在蝕刻市場和濕式清洗市場都將 Tokyo Electron 列為主要競爭對手。（以原文為準）

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

— LRCX 10-K，申報於 2025-08-11 · 查看原始申報文件 ↗

Lam Research 在濕式清洗市場的主要競爭對手包括 Screen 等公司。（以原文為準）