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.
강점
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.
핵심 제품
배경
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.