ASML vs Samsung Electronics: AI supply-chain exposure compared
The verdict
ASML carries the heavier AI-chain exposure (ASML 72/100 vs Samsung Electronics 71/100). They share 3 parts of the chain — including Foundry capacity, Lithography equipment, DRAM. Samsung Electronics owns more of a bottleneck (1 vs 0).
Based on 4 mapped exposures for ASML and 5 for Samsung Electronics.
ASMLASML · Chips- Chain weight
- 72/100
- Parts exposed
- 4
- Layers spanned
- 1
- Bottlenecks owned
- 0
Samsung Electronics005930.KS · Chips- Chain weight
- 71/100
- Parts exposed
- 5
- Layers spanned
- 1
- Bottlenecks owned
- 1
Where they overlap
Only ASML
Only Samsung Electronics
Frequently asked
Is ASML or Samsung Electronics more exposed to the AI supply chain?
ASML, on the model's chain-weight (ASML 72/100 vs Samsung Electronics 71/100).
What do ASML and Samsung Electronics have in common in the AI chain?
Both are exposed to Foundry capacity, Lithography equipment, DRAM.
How is this ASML vs Samsung Electronics comparison made?
From THE ENTITY's model of the AI value chain — each company's exposures to the parts of the chain, weighted by how central those parts are and its role. Structural, not a price target.
A structural comparison from our model of the AI value chain — illustrative, not investment advice.
as of 2026-07-17Medium confidence model v0.7.0