Sourced evidence
TSMC depends on ASML as sole global supplier of EUV lithography systems for advanced-node chip manufacturing
ASML is the sole global supplier of extreme ultraviolet (EUV) lithography systems required to manufacture chips at 7nm and below; TSMC, as the largest EUV customer, relies on ASML tools to produce advanced logic for NVIDIA, Apple, and AMD. Reported concentration risk: ASML controls over 90% of the global lithography tool market and 100% of EUV systems.
- Type
- News report
- Confidence
- 75/100
- Filed under
- Taiwan Semiconductor Manufacturing Company
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Cite this
InsightNodes, "TSMC depends on ASML as sole global supplier of EUV lithography systems for advanced-node chip manufacturing" (Taiwan Semiconductor Manufacturing Company). Source: Tom's Hardware (industry reporting), https://www.tomshardware.com/tech-industry/semiconductors/asmls-planned-low-na-euv-machine-price-hikes-reportedly-frustrate-tsmc-lithography-machine-maker-comes-knocking-to-make-bank-on-tsmcs-profitable-fabs-potentially-costing-the-taiwanese-chipmaker-billions. https://insightnodes.com/claims/e/tsmc-asml-euv-lithography-dependency (accessed October 30, 2026).
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