ASML — 供應鏈與商業關係
下方的每一段關係都源自公開公司申報文件中的逐字引用，點名了交易對手，並附有一鍵連結至原始文件。
點擊公司開啟其地圖 · 拖曳探索 · 游標懸停連線可閱讀來源引文。綠＝供應 · 橘虛線＝競爭 · 藍＝合作 · 紫＝持股 · 灰虛線＝暫停 · 如何閱讀這些資料。
2 家供應商2 家客戶4 家合作夥伴4 家競爭對手2 持股關係6 份來源申報文件
收錄於供應鏈主題地圖：半導體設備與材料
客戶（其供應的公司）
最近確認於 2026-07-23 · 39 天前 · 經 2 份申報文件佐證
“we are reliant upon sole-source providers, such as with the EUV lithography tools manufactured by ASML”— INTC 10-K，申報於 2026-01-23 EDGAR · 查看原始申報文件 ↗Intel 依賴 ASML 作為 EUV 微影設備之獨家供應商。（以原文為準）
供應給 →
TSMC
申報於 2026-02-25 · 187 天前
“we were honored to receive the TSMC Supplier ‘Excellence in Green Manufacturing’ Award”— ASML 20-F，申報於 2026-02-25 EDGAR · 查看原始申報文件 ↗ASML 曾獲 TSMC 頒發「綠色製造卓越獎」。（以原文為準）
供應商（供應其產品或服務的公司）
申報於 2026-02-25 · 187 天前
“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，申報於 2026-02-25 EDGAR · 查看原始申報文件 ↗ASML 與 Carl Zeiss SMT 有獨家安排，Carl Zeiss SMT 是 ASML 光學元件的唯一供應商。（以原文為準）
供應來自 ←
Jenoptik
申報於 2025-12-31 · 243 天前
“Mit der Strategic Business Unit (SBU) Semiconductor & Advanced Manufacturing ist Jenoptik ein globaler OEM-Lieferant für Lösungen auf Basis von Photonik. … Die SBU arbeitet mit führenden internationalen Herstellern der Halbleiterausrüstungsindustrie, wie z. B. ASML, zusammen.”— JENOPTIK AG Annual report (Geschäftsbericht)，申報於 2025-12-31 (德國法定年度報告；引文為德文原文) · 查看原始申報文件 ↗Jenoptik 為光子學解決方案的全球 OEM 供應商，與 ASML 等半導體設備製造商合作。（以原文為準）
合作夥伴與協作
申報於 2026-02-25 · 187 天前
“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，申報於 2026-02-25 EDGAR · 查看原始申報文件 ↗ASML 與 Mistral Ai 宣布投資與合作協議，ASML 作為領投方投資 13 億歐元於 Mistral Ai 的 C 輪融資。（以原文為準）
申報於 2026-02-25 · 187 天前
“Our relationship with Carl Zeiss SMT GmbH is structured as a strategic alliance”— ASML 20-F，申報於 2026-02-25 EDGAR · 查看原始申報文件 ↗ASML 將其與 Carl Zeiss SMT 的關係定位為策略聯盟。（以原文為準）
合作夥伴 ↔
Imec
申報於 2026-02-25 · 187 天前
“In 2025, ASML and imec entered a new five- year collaboration, with ASML supporting the joint ESG research program.”— ASML 20-F，申報於 2026-02-25 EDGAR · 查看原始申報文件 ↗ASML 於 2025 年與 Imec 展開新的五年合作，由 ASML 支援聯合 ESG 研究計畫。（以原文為準）
合作夥伴 ↔
Intel
申報於 2026-01-22 · 221 天前
“Intel Foundry and ASML have demonstrated technical viability of the most advanced lithography scanner available in delivering improved accuracy and productivity that positions High Numerical Aperture (High NA) EUV for future high-volume manufacturing.”— INTC 8-K，申報於 2026-01-22 EDGAR · 查看原始申報文件 ↗INTC（Intel Foundry）與 ASML 已展示最先進微影掃描器在提升精度與生產力方面的技術可行性，使 High NA EUV 適用於未來大量生產。（以原文為準）
競爭對手
相互競爭 ↔
KLA
最近確認於 2026-08-06 · 25 天前 · 經 2 份申報文件佐證
“In each of our product markets, we have many competitors, including companies such as Applied Materials, Inc., ASML Holding N.V., Hitachi High-Tech Corporation, Lasertec, Inc. and Onto Innovation, Inc.”— KLAC 10-K，申報於 2026-08-06 EDGAR · 查看原始申報文件 ↗KLA 將 ASML 列為競爭對手。（以原文為準）
相互競爭 ↔
Canon
申報於 2026-02-25 · 187 天前
“We compete primarily with Canon and Nikon in respect of DUV systems.”— ASML 20-F，申報於 2026-02-25 EDGAR · 查看原始申報文件 ↗ASML 在深紫外光（DUV）系統方面主要與 Canon 競爭。（以原文為準）
相互競爭 ↔
Nikon
申報於 2026-02-25 · 187 天前
“We compete primarily with Canon and Nikon in respect of DUV systems.”— ASML 20-F，申報於 2026-02-25 EDGAR · 查看原始申報文件 ↗ASML 在 DUV 系統方面主要與 Nikon 競爭。（以原文為準）
相互競爭 ↔
Applied Materials
申報於 2026-02-25 · 187 天前
“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，申報於 2026-02-25 EDGAR · 查看原始申報文件 ↗ASML 與 Applied Materials 在支援或強化複雜圖案化解決方案的應用領域中互為競爭者。（以原文為準）
所有權與投資
申報於 2026-02-25 · 187 天前
“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，申報於 2026-02-25 EDGAR · 查看原始申報文件 ↗ASML 以領投方身份投資 Mistral Ai 13 億歐元，並持有其約 11% 的完全稀釋後股份。（以原文為準）
申報於 2026-02-25 · 187 天前
“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，申報於 2026-02-25 EDGAR · 查看原始申報文件 ↗ASML 直接收到其對 Carl Zeiss SMT 持股比例對應的範疇一及範疇二排放量，並為避免重複計算而將其從範疇三類別一中扣除。（以原文為準）
公司公告
ASML 自身的申報／公告，取自本站檔案：美國 SEC 財報申報（8-K Item 2.02 與 6-K 業績報告）自 2025-07-22 起，另含涵蓋範圍內的台灣證券交易所重大訊息。並非完整申報歷史；主旨一律以原文原樣呈現。
ASM L increases outlook, expects 2026 total net sales to be between €43 billion and €45 billion, with a gross margin between 54% and 56% VELDHOVEN, the Netherlands, July 15, 2026 – Today, ASML Holding NV (ASML) has published its 2026 second-quarter results. • Q2 total net sales of €9.3 billion, gross margin of 54.0%, net income of €2.9 billion（申報原文節錄，以原文為準）顯示更多原文
• ASML expects Q3 2026 total net sales between €11.0 billion and €12.0 billion, and a gross margin between 55% and 57% • AS ML now expects 2026 total net sales to be between €43 billion and €45 billion , with a gross margin between 54% and 56% (Figures in millions of euros unless otherwise indicated) Q1 2026 Q2 2026 Total net sales 8,767 9,326 ...of which Installed Base Management sales 1 2,488 2,762 New lithography systems sold (units) 67 86 Used lithography systems sold (units) 12 5 Gross profit 4,645 5,035 Gross margin (%) 53.0 54.0 Net income 2,757 2,918 EPS (basic; in euros) 7.15 7.59 End-quarter cash and cash equivalents and short-term investments 8,376 7,582 (1) Installed Base Management sales equals our net service and field option sales. Numbers have been rounded for readers' convenience.
— Form 6-K · 美國 SEC EDGAR · 查看原始申報文件 ↗
ASML now expects 2026 total net sales to be between €36 billion and €40 billion, with a gross margin between 51% and 53% VELDHOVEN, the Netherlands, April 15, 2026 – Today, ASML Holding NV (ASML) has published its 2026 first-quarter results. • Q1 total net sales of €8.8 billion, gross margin of 53.0%, net income of €2.8 billion（申報原文節錄，以原文為準）顯示更多原文
• ASML expects Q2 2026 total net sales between €8.4 billion and €9.0 billion, and a gross margin between 51% and 52% • ASML now expects 2026 total net sales to be between €36 billion and €40 billion, with a gross margin between 51% and 53% (Figures in millions of euros unless otherwise indicated) Q4 2025 Q1 2026 Total net sales 9,718 8,767 ...of which Installed Base Management sales 1 2,134 2,488 New lithography systems sold (units) 94 67 Used lithography systems sold (units) 8 12 Gross profit 5,068 4,645 Gross margin (%) 52.2 53.0 Net income 2,840 2,757 EPS (basic; in euros) 7.35 7.15 End-quarter cash and cash equivalents and short-term investments 13,322 8,376 (1) Installed Base Management sales equals our net service and field option sales. Numbers have been rounded for readers' convenience.
— Form 6-K · 美國 SEC EDGAR · 查看原始申報文件 ↗
ASML expects 2026 total net sales to be between €34 billion and €39 billion, with a gross margin between 51% and 53% VELDHOVEN, the Netherlands, January 28, 2026 – Today, ASML Holding NV (ASML) has published its 2025 fourth-quarter and full-year results. • Q4 total net sales of €9.7 billion, gross margin of 52.2% , net income of €2.8 billion（申報原文節錄，以原文為準）顯示更多原文
• Quarterly net bookings in Q4 of €13.2 billion of which €7.4 billion is EU V • 2025 total net sales of €32.7 billion, gross margin of 52.8% , net income of €9.6 billion • Backlog at the end of 2025 of €38.8 billion • ASML expects Q1 2026 total net sales between €8.2 billion and €8.9 billion, and a gross margin between 51% and 53% • ASML expects 2026 total net sales to be between €34 billion and €39 billion, with a gross margin between 51% and 53% • ASML announces a new share buyback program of up to €12 billion to be executed by December 31, 2028
— Form 6-K · 美國 SEC EDGAR · 查看原始申報文件 ↗
Full-year 2025 expected total net sales growth of around 15% with gross margin around 52% VELDHOVEN, the Netherlands, October 15, 2025 – Today, ASML Holding NV (ASML) has published its 2025 third-quarter results. • Q3 total net sales of €7.5 billion, gross margin of 51.6% , net income of €2.1 billion • Quarterly net bookings in Q3 of €5.4 billion 2 of which €3.6 billion is EU V（申報原文節錄，以原文為準）顯示更多原文
• ASML expects Q4 2025 total net sales between €9.2 billion and €9.8 billion, and a gross margin between 51% and 53% • ASML expects a full-year 2025 total net sales increase of around 15% relative to 2024, with a gross margin of around 52% • ASML does not expect 2026 total net sales to be below 2025 (Figures in millions of euros unless otherwise indicated) Q2 2025 Q3 2025 Total net sales 7,692 7,516 ...of which Installed Base Management sales 1 2,096 1,962 New lithography systems sold (units) 67 66 Used lithography systems sold (units) 9 6 Net bookings 2 5,541 5,399 Gross profit 4,130 3,880 Gross margin (%) 53.7 51.6 Net income 2,290 2,125 EPS (basic;
— Form 6-K · 美國 SEC EDGAR · 查看原始申報文件 ↗