Semiconductor Equipment
ASML
ASML is a semiconductor equipment company whose advanced lithography systems are essential to producing leading-edge chips, holding a 100% global monopoly in EUV lithography. It raised full-year 2026 sales guidance to €43-45 billion after Intel shipped its first logic chip made with ASML's High-NA EUV system, priced roughly €380-400 million per unit.
Leading Indicators
Hiring and patent filing trends — the underlying numbers Momentum is computed from. Insider filing activity is tracked separately under Sources below.
Additional Intelligence Signals
Patent citation lineage, earnings-call mentions, and federal contract disclosures — automatically collected, not yet visible anywhere else on the site.
Federal contract disclosures
Department of Commerce — $992,353: BMF ASML WAFER STEPPERS SERVICE CONTRACT AND ILLUMINATION LIFT COLUMN REPLACEMENT
USAspending.gov · Apr 1, 2024
Department of Commerce — $343,217: PREVENTIVE MAINTENANCE FOR ASML PAS EQUIPMENT.
USAspending.gov · Aug 16, 2025
Sources
Every claim traced to a primary source — evidence, recent activity, and insider filing behavior, all in one place.
Evidence
5 sources · 1 government/SEC filing · 82% avg. source confidence
- U.S. Securities and Exchange Commission (EDGAR) — ASML Holding N.V. FY2025 Annual Report (Form 20-F), filed with the SEC95% source confidence
- TechTimes / BigGo Finance — Intel ships first High-NA EUV logic chip as ASML raises 2026 guidance70% source confidence
- ASML Q1 2026 earnings release / SEC 6-K filing — ASML Q1 2026 revenue reaches €8.8B, raises full-year guidance to €36-40B on AI chip demand90% source confidence
- Tech Times — ASML raises full-year guidance as Intel ships first High-NA EUV logic chip78% source confidence
- Bloomberg — ASML Q2 2026 EPS beats estimates by 10%+, second full-year guidance raise76% source confidence
Insider Filing Activity
Counts filing frequency only — transaction direction/size wasn't parseable from the sampled filings · sourced from SEC EDGAR · as of Jul 28, 2026
Dependency Map
What ASML depends on below, and who depends on ASML above — click any node to make it the new center, 5 levels deep.
Connection type
Click any node to make it the new center. Scroll to zoom, drag to pan.
The Story So Far (last 6 months)
Auto-generated from this entity's dated milestones, relationship updates, and sourced evidence — not AI-written, just sorted.
Emerging Signals
Leading-Edge Semiconductor Demand
CriticalGrowing demand for advanced computing increases the strategic importance of sophisticated semiconductor manufacturing equipment.
Market Intelligence
UnverifiedCredibly-reported claims — analyst notes, sourcing citing “people familiar with the matter,” deals where the companies involved declined to comment — that haven't been officially confirmed. Kept structurally separate from the sourced evidence above; treat as a lead worth researching further, not an established fact.
Reported price-increase clash with TSMC
40% confidenceASML reportedly plans to raise prices on its chipmaking equipment, setting up a potential dispute with TSMC, its biggest customer, over the increases.
Reported by The Information; TSMC declined to comment on the reported price increases, and an ASML representative pointed only to prior CFO earnings-call remarks on pricing without confirming specifics.
The Information (via Taipei Times) · Jul 20, 2026
ASML's Timeline
A sourced, dated history of ASML's key moments — founding to present.
Jan 1984 · Founded
ASML was founded, later becoming the sole global supplier of EUV lithography systems essential to leading-edge chip manufacturing.
Jan 2026 · Intel ships first High-NA EUV logic chip
Intel shipped its first logic chip produced using ASML's High-NA EUV system, prompting ASML to raise its full-year 2026 sales guidance to €43-45 billion.
Jul 2026 · Q2 2026 EPS beats on AI-driven demand, raises full-year outlook again
ASML reported Q2 2026 total net sales of €9.3 billion and net income of €2.9 billion, with EPS of $8.82 beating analyst expectations of $7.98 by over 10%; the company raised full-year 2026 sales guidance to €43-45 billion with a 54-56% gross margin, the second guidance raise of 2026, driven by AI-fueled demand for advanced lithography equipment.
How These Connections Evolved
How a relationship changed over time, not just its current state — sourced, dated, and traceable.
ASML ↔ Micron Technology
2024–2025
Micron expanded its use of ASML EUV/DUV lithography tools to support HBM3E and HBM4 capacity expansion as memory demand surged.
Now
ASML's EUV and DUV lithography tools are essential to Micron's HBM and advanced memory fabrication capacity expansion.
ASML ↔ Intel
2024–2026
Intel became ASML's first customer to ship a logic chip using High-NA EUV (priced roughly €380-400 million per system), moving ahead of TSMC, which deferred High-NA production adoption to 2029 over cost concerns.
Now
Intel was the first customer to ship a High-NA EUV logic chip using ASML's next-generation lithography tools.
ASML ↔ Extreme Ultraviolet Lithography
Jan 2026
ASML raised its full-year 2026 sales guidance to €43-45 billion, planning to ship about 60 Low-NA EUV systems and expand toward at least 10 High-NA units by 2027, while maintaining a 100% global monopoly in EUV lithography.
Now
ASML develops extreme ultraviolet lithography systems used in leading-edge semiconductor manufacturing.
ASML ↔ Taiwan Semiconductor Manufacturing Company
2018–2026
TSMC was among ASML's earliest and largest EUV customers for 7nm/5nm, but deferred adopting ASML's newer High-NA EUV tools into production until 2029 over cost concerns, even after receiving its first High-NA machine in late 2024.
Now
ASML supplies advanced lithography equipment used by TSMC.
ASML ↔ AI Accelerators
Jan 2026
ASML's EUV monopoly and raised 2026 sales guidance (€43-45 billion) reflected surging demand for the leading-edge manufacturing capacity that AI accelerator production depends on.
Now
ASML's advanced manufacturing equipment enables production of leading-edge semiconductors used in AI accelerators.