ASML
ASML builds the lithography machines that print the patterns of microchips, selling EUV and DUV systems to the world's chipmakers and then servicing and upgrading them for years.
ASML kept 42.5 cents of every euro of sales as profit.
Two customers account for nearly 40% of sales.
Chipmaking is so concentrated that ASML's sales follow the investment plans of a handful of customers.
How big is ASML?
Machines first, service on top.
- EUV systems€11.6B
- ArF immersion systems€10.3B
- Installed base services€8.2B
- Other systems€2.6B
Build scanners. Lock volumes. Service the fleet.
- 1EUV and DUV scanners
- 2Multi-year volume agreements
- 3Upgrades and service
Customers commit up to five years ahead, then keep paying to upgrade and service machines already installed.
- Other shareholders88.07%
- BlackRock, Inc.6.83%
- Capital Research and Management Company5.09%
CEO: Christophe Fouquet
- 1984Philips and ASMI create ASM Lithography
- 1995IPO in Amsterdam and New York
- 2001TWINSCAN dual-stage system
- 2003First immersion lithography machine
- 2007BRION acquisition starts Holistic Lithography
Every number on this page comes from ASML's own reports.
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