Companies exposed to Lithography equipment
The AI stocks the model maps to Lithography equipment - part of the chips layer, ranked by how strongly each name is exposed.
6 companies · ranked by exposure
The machines that print chip patterns onto silicon wafers. One Dutch company, ASML, is the only maker of the most advanced kind (EUV) - nobody else in the world can build it.
Full explainer: what Lithography equipment is & who makes it →Scanner deliveries are the pacing item for new leading-edge wafer capacity; without an EUV allocation there is no advanced fab. When Lithography equipment tightens, the companies below are the ones in its path - which is why the model tracks their exposure to it.
The companies, ranked by exposure to Lithography equipment
Frequently asked
What are the top Lithography equipment stocks?
By modeled exposure to Lithography equipment: ASML, TSMC, Samsung Electronics, Intel, Nikon, Canon. The full ranked list of 6 names is below.
Which companies make Lithography equipment?
The names the model tags as producers or suppliers of Lithography equipment: ASML, Nikon, Canon.
What is Lithography equipment?
The machines that print chip patterns onto silicon wafers. One Dutch company, ASML, is the only maker of the most advanced kind (EUV) - nobody else in the world can build it.
What happens if Lithography equipment runs short?
A disruption at the single EUV supplier - or a widened export-control regime - caps global leading-edge capacity growth for years, with no substitute vendor.
Exposure scores are illustrative, order-of-magnitude reads from our model of the AI value chain - not investment advice.