AI Chips

Semiconductor Equipment Market Share by Segment

Who sells the multi-million-dollar machines inside every chip fab. Lithography prints circuit patterns (ASML monopoly); etch and deposition carve and lay down material (Applied, Lam, Tokyo Electron); inspection checks for defects (KLA).

Lithography

$28B TAM
ASML
82%
Canon
10%
Nikon
8%

Etch Systems

$18.5B TAM
Lam Research
47%
Tokyo Electron
27%
Applied Materials
20%
Others
6%

Deposition (CVD/PVD)

$22B TAM
Applied Materials
40%
Lam Research
22%
Tokyo Electron
20%
ASM International
12%
Others
6%

Inspection & Metrology

$12B TAM
KLA
55%
Applied Materials
18%
Hitachi
12%
Others
15%
Updated at 2026-05-06

ASML EUV Lithography Shipments & Revenue

Annual shipments and revenue of EUV (Extreme Ultraviolet) lithography systems from ASML, the only company on Earth that makes them. Each machine costs $150M–$380M+ (the newer High-NA variant), and no advanced AI chip can be built without one.
EUV Systems Shipped (left axis)
EUV Revenue $B (right axis)
Updated at 2026-05-06

WFE Revenue + Order Book by Vendor (Quarterly)

Quarterly revenue of the Big 5 wafer-fab-equipment vendors (ASML, AMAT, LRCX, KLA, Tokyo Electron), who together hold ~85% of WFE spending.
Updated at 2026-05-28

WFE Revenue by Region + Customer Concentration (FY2024)

FY2024 wafer-fab-equipment revenue for the Big 5 vendors, split by customer region. China is the largest single-region exposure (~30-40%).
Updated at 2026-05-28

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AI Chips - Equipment | Sterling