How #ASML's chipmaking machines shape the #AI supply chain

Company Overview - ASML is central to the production of advanced chips used in phones, laptops, and AI, though largely unknown to the public [1] - ASML is the sole manufacturer of lithography machines capable of printing the tiniest circuits on advanced chips [1] - ASML's modern lithography machines are very large, about the size of a double-decker bus [1] Product & Cost - ASML's extreme ultraviolet (EUV) lithography machine, a key product, costs over $300 million [2] - Each EUV machine contains over 100,000 parts [2] Supply Chain - ASML relies on approximately 1,000 suppliers for its machine production [2] - These suppliers provide hundreds of thousands of individual parts [2] Industry Position - Top semiconductor firms like Nvidia, AMD, and Micron design chips [3] - Foundries such as TSMC and Samsung manufacture these chips, primarily in Asia [3] - The most advanced semiconductors rely almost entirely on ASML's EUV machines [4] - The semiconductor industry faces the ongoing challenge of increasing computing power in smaller spaces [4]