Netherlands / Japan · Chips & Networking
Lithography Machines (EUV)
EUV is a single-vendor tool with a single-vendor optics chain. Mask inspection and photoresist are similarly concentrated in a handful of Japanese firms.
Optics→EUV scanner→Mask + resist→Exposure
78
Tightness score ⓘ
#11 of 56
■ Stable
Lead time
18–24 mo
Theme 1M
−7.2%% in uptrend
25%Metric to watch
EUV/High-NA order intake, shipment guidance, and export-licence changes for China.
What would prove us wrong
Weakens if EUV orders fall for several quarters while leading-node announcements continue — capacity would be adequate.
Dependencies
Lithography theme performance
Equal-weight · rebased 100 · 1YStocks we track
Who controls this bottleneck
Roles, not recommendations. Delayed prices; local currency.
| Stock | Role | Listing | Last | 1D | 1M | 3M | YTD | Off 52w high | Trend | Next earnings |
|---|---|---|---|---|---|---|---|---|---|---|
| ASML ASML Holding |
Sole EUV lithography supplier | NASDAQ Netherlands |
$1,565.9 | −6.55% | −13.3% | −4.5% | +47.3% | −21.1% | 2026-10-14 | |
| 6920.T Lasertec |
EUV mask blank and mask inspection | TSE Japan |
¥37,700 | −8.81% | −8.3% | +0.7% | +27.7% | −34.2% | 2026-10-30 | |
| 4186.T Tokyo Ohka Kogyo |
Photoresists for EUV and advanced nodes | TSE Japan |
¥7,959.0 | −6.31% | −7.6% | −11.5% | +37.6% | −31.3% | 2026-11-10 | |
| 4063.T Shin-Etsu Chemical |
Silicon wafers and photoresists | TSE Japan |
¥5,966.0 | −0.73% | +0.3% | +1.9% | +23.9% | −23.3% | 2027-01-26 |
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