ASML

The sole supplier of EUV lithography machines — the critical chokepoint of leading-edge manufacturing.

Veldhoven, Netherlands · 1984 · ASML

Milestone note Jul 15, 2026

ASML raises its 2026 outlook a second time and adds 30% capacity — Intel first onto High-NA

ASML lifted 2026 revenue guidance to €43–45B (from €36–40B, +16% at midpoint) after a Q2 beat (€9.33B revenue, €2.92B net), and will expand low-NA EUV and DUV immersion capacity by 30% each. Intel becomes the first to make chips (Panther Lake) on its High-NA tool.

ASML

Intel

Press · 2026-07-15 Read

Explainer Jan 27, 2026

Why leading-edge fabs are a chokepoint

A single advanced fab costs $20–30B and depends on EUV machines only ASML makes. That brutal economics narrows the frontier to a handful of firms — and makes leading-edge capacity one of the world's true chokepoints.

Leading-Edge Chips

TSMC

ASML

SMIC

Read

Milestone note 2019

EUV lithography reaches volume production

Reached

ASML / TSMC — TSMC's 7nm+ became the first high-volume node using ASML's extreme-ultraviolet machines — the tool that unlocked everything below 7nm.

Leading-Edge Chips

ASML

Database · 2026 Read