manufactured · input

EUV Lithography Machines

Extreme ultraviolet lithography systems operating at 13.5nm wavelength — required for sub-5nm memory and logic patterning. ASML (Netherlands) is the sole manufacturer globally, producing 44–60 machines per year at €170–350M each. No second source exists or is technically feasible within a decade.

Source countries

Companies

Goods affected

Claims on record

What depends on it

Goods that need this input

2 essential American goods rely on euv lithography machines somewhere upstream in their supply chain.

Digital

Memory and storage chips

DRAM and NAND flash memory used in every digital device; prices swing with Samsung, SK Hynix, and Micron output.

Digital

Semiconductors and chips

Integrated circuits, microcontrollers, and chips embedded in vehicles, appliances, and electronics.

Where it comes from

Source countries

Share of global supply, by country.

Country	Share of supply
NLNetherlands	100%

Who makes it

Supplier companies

1 company produce euv lithography machines.

ASML Holding(ASML)

HQ NL100% shareSOLE SUPPLIER

ASML Holding N.V. (Nasdaq: ASML, Euronext: ASML); sole global manufacturer of EUV lithography scanners — 100% market share, no competitor within 10+ years. HQ and final assembly in Veldhoven, Netherlands. Manufactures only ~15% of scanner components internally; draws from 5,150+ global suppliers. TWINSCAN NXE series (low-NA, ~$183M): ~44-56 units/year. TWINSCAN EXE:5200 High-NA ($380M): 5-6 units/year currently, targeting 20/year by 2028. Record backlog €38.8B (Q4 2025); 18-24 month lead times. China dropped from 49% to ~20% of revenue after 2024 export controls. Owns 24.9% of Carl Zeiss SMT — its sole optics supplier.

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