Loading data...
Loading data...
ASML appears in 1 X-Ray industry graph. 4 of its dependents have no documented alternative.
Who depends on ASML in this industry (by step):
🌉 It doesn't stop here:
SSNLF, which depends on ASML here, is also a key player in the Smartphones industry — so ASML matters there too, indirectly, through Samsung Electronics.
TSM, which depends on ASML here, is also a key player in the Smartphones industry — so ASML matters there too, indirectly, through TSMC.
🧠 Psychological Contagion — not just who's affected, but what it does to market sentiment:
An estimate — not a forecast — of how much each step in the chain might see rising fear/herding (if ASML fails) or FOMO/herding (if demand for it grows), based on step distance and how documented the dependency is.
The network map below is the real graph, not an illustration. Every node and every line is clickable.
👆 Click any company on the map to see what happens if it "fails", or click a connecting line to see the evidence behind it.
Pick a node to fail:
🧠 Psychological Impact
A supply shock could create a second-order behavioral reaction as investors simultaneously reassess exposure to ASML and everything that depends on it — not a forecast, just an estimate of possible intensity.
Step 1
ASML is the world's sole manufacturer of EUV lithography machines.
Step 2
Intel also requires EUV lithography machines for its advanced nodes, which only ASML manufactures.
Samsung Foundry also requires EUV lithography machines for its advanced nodes, which only ASML manufactures.
Producing the most advanced chip nodes requires EUV (extreme ultraviolet) lithography machines, which only ASML manufactures — there is no alternative supplier in the world. A single standard EUV machine costs roughly $181 million; ASML's newer High-NA EUV machines cost around $380 million each, with a future "Hyper-NA" generation expected to reach up to $724 million by 2030.
Step 3
A documented dependency exists, but so does a documented alternative — impact isn't certain.
AMD is a fabless chip designer that relies on TSMC as its primary foundry for its CPU and GPU products.
A documented dependency exists, but so does a documented alternative — impact isn't certain.
NVIDIA is a fabless chip designer that contracts TSMC as its primary foundry for advanced-node GPU manufacturing. As of 2026, NVIDIA accounts for about 19% of TSMC's total revenue, having overtaken Apple (about 17%) as TSMC's single largest customer amid surging AI chip demand — up from just 12% for NVIDIA in 2024.
Impact is marked "confirmed" only once every known alternative supplier for that component is also down. "Secondary" exposure flags a dependency edge with no known sole-source alternative. The dark-red nodes on the map are structural single points of failure in the graph itself — independent of whatever you simulate.
This page combines data from every hand-curated, documented X-Ray graph ASML appears in. Every dependency is backed by a well-known public industry fact already shown on the relevant industry page; none of it was generated by AI. This information should not be considered investment advice.