Core Insights - ASML Holdings N.V. is the sole manufacturer of Extreme Ultraviolet (EUV) lithography machines, which are essential for producing advanced semiconductors, making it a critical player in the semiconductor industry [3][4][6] - The company has a monopoly on EUV technology due to the complexity and high costs associated with developing competing machines, which range from $200 million to $400 million each [4][5][6] - ASML's partnership with Carl Zeiss ZMT, the only supplier of the necessary refractive mirrors, further solidifies its market position [4] Company Overview - ASML sells approximately 40 EUV machines annually, which, despite the low unit sales, represent significant revenue due to the high price point of each machine [3] - The company is expected to introduce a new High-Numerical Aperture (NA) EUV machine by 2026, which will enhance resolution and reduce process complexity, with costs exceeding $400 million per unit [5][6] - ASML has raised its revenue guidance for 2026, indicating strong future growth potential as it rolls out new technology [6]