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  1. Home
  2. Research
  3. Substrate
  4. EUV Lithography Monopoly

EUV Lithography Monopoly

ASML holds a 100% monopoly on extreme ultraviolet lithography — the only technology capable of manufacturing chips below 7nm
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ASML (Netherlands) has a complete monopoly on extreme ultraviolet (EUV) lithography machines — the technology required to manufacture the most advanced semiconductor chips. Every cutting-edge chip from TSMC, Samsung, and Intel is made using ASML equipment. The company holds 90% of the overall lithography market and 100% of EUV.

Each EUV machine costs roughly €350 million, weighs 180 tons, and requires multiple 747 cargo flights to deliver. The technology focuses extreme ultraviolet light (13.5nm wavelength) through complex optics to print transistor patterns smaller than what visible light can resolve. No other company on Earth can build these machines.

The geopolitical implications are enormous: ASML's export controls — enforced at US urging — are a primary mechanism limiting China's ability to manufacture advanced chips. A single Dutch company effectively controls the global frontier of semiconductor manufacturing, making the Netherlands one of the most strategically important technology nations in the world.

TRL
9/9Established
Impact
5/5
Investment
3/5
Category
Hardware

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