manufactured · input

EUV Lithography Scanner (ASML)

ASML TWINSCAN NXE/EXE EUV scanners are the only lithography tools capable of exposing sub-7nm patterns required for AI chip logic. ASML holds 100% global market share in EUV; each scanner costs $150M–$350M and takes 1–1.5 years to manufacture. Export to China blocked since 2019.

Source countries

Companies

Goods affected

Claims on record

What depends on it

Goods that need this input

1 essential American goods rely on euv lithography scanner (asml) somewhere upstream in their supply chain.

Digital

GPUs and AI accelerators

Graphics and AI compute chips for consumer gaming, professional visualization, and large-scale AI training.

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 scanner (asml).

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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