Organisation
ASML
The sole maker of extreme-ultraviolet lithography machines needed to manufacture the most advanced AI chips, sitting upstream of every leading-edge foundry.
ASML is a Dutch company, founded in 1984 and based in Veldhoven, that makes the lithography machines used to print circuit patterns onto silicon. It is the sole supplier of extreme ultraviolet (EUV) lithography, the technology required to manufacture the most advanced chips, which places it upstream of foundries such as TSMC and makes it one of the more important single points in the AI hardware supply chain. Because its machines are essential to cutting-edge production, ASML sits at the centre of US and Dutch restrictions on exporting advanced chipmaking equipment to China.
- Category
- Compute, chips & infrastructure
- Founded
- 1984
- HQ
- Veldhoven, NL
- Funding
- Publicly listed (Nasdaq/Euronext: ASML)
- Key people
- Christophe Fouquet
Appears alongside
Featured in threads
Tracks
- Compute & infrastructure 2
- Money & business 2
TSMC reports record quarterly revenue as demand for its most advanced chips grows
Advanced nodes of 7 nanometres and below reached 79% of wafer revenue, and TSMC guided fourth-quarter revenue up a further 14% at the midpoint.
Compute & infrastructure · Money & business
ASML and TSMC launch joint push for 12-inch photomasks to unlock High-NA EUV
The initiative targets a 12-inch mask pilot line by 2031, after TSMC starts using today's smaller 6-inch-mask High-NA systems in advanced-node production from 2030.
Compute & infrastructure
ASML leads €1.7bn round in Mistral AI, becomes largest shareholder
ASML put in €1.3bn of the round for an 11% stake, more than doubling Mistral's previous €5.8bn valuation and giving the chip-equipment maker a board seat.
Money & business
In the commentary
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