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2026年5月29日 金曜日 | AI識界評論 AI BETA

2026年5月29日 金曜日 | AI識界評論 AI BETA

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ASML

ASML

ASML holds a near-monopoly on EUV lithography technology, which is absolutely critical for manufacturing the most advanced semiconductor chips used in AI systems. This technological moat and irreplaceable position in the global chip supply chain gives them unparalleled pricing power and strategic importance.

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強み

ASML holds a near-monopoly on EUV lithography technology, which is absolutely critical for manufacturing the most advanced semiconductor chips used in AI systems. This technological moat and irreplaceable position in the global chip supply chain gives them unparalleled pricing power and strategic importance.

主要プロダクト

EUV lithography systems, Immersion lithography machines, Metrology and inspection systems, Computational lithography software, Pellicle technology

背景

Founded in 1984 in the Netherlands as a spin-off from Philips, ASML has evolved into the world's leading supplier of chip-making equipment, dominating the EUV lithography market that emerged in the 2010s as the industry standard for cutting-edge semiconductor manufacturing.