ASML — Supply Chain & Business Relationships
Every relationship below is sourced to a verbatim quote from a public company filing that names the counterparty, with a one-click link to the original document.
Click a company to open its map · drag to explore · hover a line to read the source quote. Green = supplies · orange dashed = competes · blue = partners · purple = ownership · grey dashed = suspended · how to read this data.
1 supplier2 customers3 partners4 competitors2 ownership ties3 source filings
Featured in supply-chain maps: Semiconductor Equipment & Materials
Customers (companies it supplies)
Filed 2026-01-23 · 164 days ago
“we are reliant upon sole-source providers, such as with the EUV lithography tools manufactured by ASML”— INTC 10-K, filed 2026-01-23 · View source filing ↗
Supplies to →
TSMC
Filed 2026-02-25 · 131 days ago
“we were honored to receive the TSMC Supplier ‘Excellence in Green Manufacturing’ Award”— ASML 20-F, filed 2026-02-25 · View source filing ↗
Suppliers (companies that supply it)
Filed 2026-02-25 · 131 days ago
“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, filed 2026-02-25 · View source filing ↗
Partners & collaborations
Filed 2026-02-25 · 131 days ago
“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, filed 2026-02-25 · View source filing ↗
Filed 2026-02-25 · 131 days ago
“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, filed 2026-02-25 · View source filing ↗
Partners with ↔
Imec
Filed 2026-02-25 · 131 days ago
“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, filed 2026-02-25 · View source filing ↗
Competitors
Competes with ↔
Canon
Filed 2026-02-25 · 131 days ago
“We compete primarily with Canon and Nikon in respect of DUV systems.”— ASML 20-F, filed 2026-02-25 · View source filing ↗
Competes with ↔
Nikon
Filed 2026-02-25 · 131 days ago
“We compete primarily with Canon and Nikon in respect of DUV systems.”— ASML 20-F, filed 2026-02-25 · View source filing ↗
Competes with ↔
Applied Materials
Filed 2026-02-25 · 131 days ago
“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, filed 2026-02-25 · View source filing ↗
Competes with ↔
KLA
Last confirmed 2026-02-25 · 131 days ago · corroborated by 2 filings
“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, filed 2026-02-25 · View source filing ↗
Ownership & investments
Filed 2026-02-25 · 131 days ago
“We have invested €1.3 billion in Mistral AI as lead investor and hold an approximately 11% share on a fully diluted basis in the company .”— ASML 20-F, filed 2026-02-25 · View source filing ↗
Filed 2026-02-25 · 131 days ago
“For Carl Zeiss SMT Holding GmbH & Co. KG, we directly receive our share in their scope 1 and 2 emissions — which is multiplied by our equity stake. Since they are also a key supplier, and to avoid double-counting, these emissions are deducted from scope 3 category 1.”— ASML 20-F, filed 2026-02-25 · View source filing ↗