ASML

Semiconductors & Supply ChainSemiconductor EquipmentNetherlands

Sole manufacturer of extreme ultraviolet (EUV) lithography systems essential for leading-edge semiconductor fabrication, with machines priced at $300–400M+. Expanding into advanced packaging (hybrid bonding) while navigating China export restrictions.

ASML operates in the Semiconductors & Supply Chain (Semiconductor Equipment) sector, tracked across Tessara's AI infrastructure intelligence platform as a component of the Compute Regime Score (CRS).

Signal Activity

Signals (30d)

74

Signals (7d)

27down 16% WoW

Tailwinds (7d)

11

Headwinds (7d)

1

Signal Rank

Critical

Recent Developments

Mar 27ASML Explores Partnerships with Indian Companies for Semiconductor Mission

Mar 27ASML's EUV Lithography Bottleneck Threatens 2nm Chip Production for Major Fabs

Mar 26ASML Lacks Capacity, Canon Likely for 2nm Production Machines; Musk Eyes Tera Fab at 4-5nm

Key Relationships

Series CMistral AIcompetes withKLA Corporationcompetes withTokyo Electroncompetes withTokyo Electroneuv lithographySamsung ElectronicslithographySMICequipmentTSMCeuv lithographyIntel

Index Exposure

Compute Regime Score (CRS)

Full intelligence available in Tessara

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Tessara tracks ASML across 74 signals in the last 30 days, providing real-time AI infrastructure intelligence including supply chain analysis, regulatory exposure, and competitive positioning. Data updated continuously from 80+ sources.

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