ASML
The only company that makes the extreme ultraviolet machines that print the smallest chip patterns.
- Revenue
- Raised guidance three times this year. Customers asking about 2029 and 2030
- Based in
- Veldhoven, Netherlands
- Founded
- 1984
- Listed
- Public (ASML)
Without its machines, no company can make the leading-edge chips that AI needs.
Export rules limit which customers it can sell its most advanced machines to.
Money coming in
Who pays ASML, and for what.
No customers of ASML mapped yet.
Money going out
Who ASML pays to do what it does.
No suppliers of ASML mapped yet.
Where it sits on the map
Competitors and neighbours
Makes memory chips, including high-bandwidth memory for AI, and contract chips in its foundry.
33% of the AI memory market (Q2 2026)
Open profileLeading maker of high-bandwidth memory (HBM), the fast memory stacked beside every AI GPU.
76% operating margin in Q2 2026. 50% of the memory market
Open profileMakes most of the world's most advanced chips, including nearly all the AI GPUs from Nvidia and AMD.
Up to $54.3B sales in one quarter. Profit up 69%
Open profileMakes the testers that check AI chips and memory before they ship.
About 1.13 trillion yen for fiscal 2026, up about 45% (reported)
Open profilePackages and tests chips for AI, including the 2.5D and fan-out packaging that joins GPUs to memory.
Record $1.68B in Q1 2026, with advanced products $1.37B up 29%
Open profileMakes the etch and deposition machines used to build AI memory and advanced chips.
$6.72B in fiscal Q4 2026 (reported late July 2026), up 30%
Open profileMakes DRAM and high-bandwidth memory for AI servers, and is one of three main memory makers.
Record $41.46B in fiscal Q3 2026 (reported)
Open profileThe largest outsourced chip packaging and testing firm, expanding its advanced packaging for AI.
Assembly, testing and materials revenue up nearly 30% to a record in Q1 2026
Open profileMakes CPUs and runs Intel Foundry, which is trying to become a contract chipmaker for others.
The US government holds a 9.9% stake (since August 2025)
Open profileThe map updates three times a week.
241 companies across 25 areas, 62 money flows and 89 openings so far. New research lands every Tuesday, Thursday and Saturday.
Back to the full mapFree daily email
Get the map updates in your inbox
A short read every morning on what is moving in AI, including new areas of the map as they go live. Free.
You are in
Your first AI Pulse lands tomorrow morning. Keep an eye on your inbox.