How many suppliers does ASML have?

wafergraph tracks 10 key suppliers for ASML, across 5 countries.

Which of ASML's suppliers are single-source risks?

Carl Zeiss SMT, TRUMPF, Atlas Copco and VAT Group hold monopoly or leader positions in their segments, which makes them the hardest suppliers for ASML to replace.

What is ASML's supply-chain criticality score?

ASML scores 100/100 on wafergraph's chokepoint criticality index, with 244 tracked companies downstream.

ASML supply chain risk

As of 2026-10-09, ASML depends on 10 tracked suppliers headquartered in 5 countries (3 of them in Germany). 4 of those suppliers hold a monopoly or leader position in their own segment, led by Carl Zeiss SMT, TRUMPF and Atlas Copco. ASML itself carries a supply-chain criticality score of 100/100, with 244 tracked companies downstream of it.

Data as of 2026-10-09 · suppliers are the curated key_supplier edges in the wafergraph dataset (researched or segment-inferred — see /methodology) · criticality is the graph-derived chokepoint score, 0–100

Dominant and single-source suppliers

Carl Zeiss SMT — monopoly in Lithography, Germany criticality 100/100
TRUMPF — monopoly in Lithography, Germany criticality 100/100
Atlas Copco — leader in Subsystems & Components, Sweden criticality 85/100
VAT Group — leader in Subsystems & Components, Switzerland criticality 85/100

A monopoly or leader supplier is the hardest to replace. These are the edges to watch first.

Suppliers by country

Germany — 3 suppliers (30%)
United States — 3 suppliers (30%)
Japan — 2 suppliers (20%)
Sweden — 1 supplier (10%)
Switzerland — 1 supplier (10%)

All 10 tracked suppliers

Supplier	Segment	Position	Country	Criticality
Carl Zeiss SMT	Lithography	monopoly	Germany	100/100
TRUMPF	Lithography	monopoly	Germany	100/100
Atlas Copco	Subsystems & Components	leader	Sweden	85/100
VAT Group	Subsystems & Components	leader	Switzerland	85/100
MKS Instruments	Subsystems & Components	major	United States	71/100
Advanced Energy	Subsystems & Components	major	United States	71/100
Horiba	Subsystems & Components	major	Japan	71/100
Brooks Automation	Subsystems & Components	major	United States	71/100
Pfeiffer Vacuum	Subsystems & Components	major	Germany	71/100
Ferrotec	Sputtering Targets	niche	Japan	53/100

Downstream exposure

Criticality score: 100/100
Companies downstream of ASML: 244
Tracked market cap downstream (priced companies only): $36.34T across 155 priced companies

Frequently asked questions3

How many suppliers does ASML have?: wafergraph tracks 10 key suppliers for ASML, across 5 countries.
Which of ASML's suppliers are single-source risks?: Carl Zeiss SMT, TRUMPF, Atlas Copco and VAT Group hold monopoly or leader positions in their segments, which makes them the hardest suppliers for ASML to replace.
What is ASML's supply-chain criticality score?: ASML scores 100/100 on wafergraph's chokepoint criticality index, with 244 tracked companies downstream.

Cite as: wafergraph, “ASML supply chain risk — 10 suppliers, single-source exposure & criticality”, https://wafergraph.com/supply-chain-risk/asml (data as of 2026-10-09).

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