ASML → SMIC
Yes, wafergraph tracks ASML as a supplier of SMIC, as of 2026-10-09. SMIC sources from 168 tracked suppliers in this dataset; ASML is positioned as a monopoly in Equipment (Front End), so this edge is harder to replace than a challenger or niche supplier.
Data as of 2026-10-09 · relationship type: tracked supplier → customer · both names resolve in companies.json · no dollar amount is shown unless it already sits on a company record, and none is invented here
Why this edge matters
ASML (monopoly in Equipment (Front End)) is a tracked supplier of SMIC (major in Foundry). Sole supplier of EUV lithography machines required for all leading-edge chips. China's largest foundry, pushing advanced nodes despite export controls. The edge is one of 168 tracked suppliers of SMIC and one of 11 tracked customers of ASML.
Source: derived from both company records and the counted edges.
Concentration / risk note
ASML is positioned as a monopoly in Equipment (Front End), so this edge is harder to replace than a challenger or niche supplier.
Basis: supplier position. Omitted on edges where the graph does not back a concentration claim.
The two companies
ASML (supplier)
Sole supplier of EUV lithography machines required for all leading-edge chips.
SMIC (customer)
China's largest foundry, pushing advanced nodes despite export controls.
Other tracked suppliers of SMIC
Other tracked customers of ASML
Frequently asked questions3
- Is ASML a supplier of SMIC?
- Yes. wafergraph records ASML as a tracked supplier of SMIC (as of 2026-10-09).
- How many suppliers does SMIC have?
- The dataset records 168 tracked suppliers for SMIC.
- How many customers does ASML have?
- The dataset records 11 tracked customers for ASML.
Cite as: wafergraph, “ASML → SMIC — supplier relationship in the semiconductor supply chain”, https://wafergraph.com/relationship/asml/smic/ (data as of 2026-10-09).
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