AI Chips
AI Chip Equipment
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)
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.
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%).
ASML Net Sales: Systems vs Installed Base
ASML net sales in euro billions: implied system sales (total minus Installed Base Management) stacked with IBM. IBM is service and field options on the installed lithography fleet. Q2 2026 total net sales were EUR 9.3 billion.
ASML System Sales: Logic vs Memory
ASML net system sales split between Logic and Memory, only for quarters where ASML stated the split. Memory rose from 30% in 4Q25 to 49% in 2Q26 as DRAM and HBM-related capex caught up with leading-edge logic.
ASML High-NA EUV Status
High-NA EUV (EXE) milestones as stated by ASML. High-NA is still single-digit systems per year. Low-NA NXE remains the volume EUV tool (about 65 planned for 2026).
| When | ASML statement | Implication |
|---|---|---|
| FY2025 | Shipped a total of eight High-NA systems to several customers; six in operation, including the first second-generation EXE:5200B meeting full specs at a customer site | Installed base is still a handful of tools, not a High-NA production fleet |
| Q4 2025 | Revenue recognized on two High-NA systems, including the first EXE:5200B after site acceptance | High-NA is now in the P&L, not only in shipments |
| Q2 2026 | EUV system sales of EUR 3.8 billion included sales of one High-NA system. Full-year 2026 Low-NA EUV capacity around 65 tools. Four to five High-NA systems expected to achieve revenue recognition in 2026 (Q2 prepared remarks) | Low-NA remains the volume EUV product; High-NA is still single-digit units |
| Intel 18A | ASML and Intel stated Intel Foundry is using High-NA EUV at Intel 18A for some Core Ultra Series 3 processors | First named high-volume logic insertion; does not mean High-NA is in every 18A layer |
Applied Materials Semiconductor Systems Mix
Applied Semiconductor Systems revenue mix. DRAM rose to 26% of the segment in fiscal Q3 2026 from 22% a year earlier, while the segment itself grew from $5.56B to $7.04B. Prior-year mix is recast for the FY2026 presentation.
SEMI Worldwide Equipment Billings
SEMI worldwide semiconductor equipment billings, USD billions. Full-year 2025 was $135.1B, up 15% from $117.1B in 2024. Q1 2026 printed $36.55B, up 14% year on year.
SEMI Equipment Billings by Region
SEMI WWSEMS regional equipment billings in USD billions from the Q1 2026 regional table (which also restates Q4 2025 and Q1 2025). China remained largest in 1Q26 at $10.99B but fell 16% quarter on quarter.
US AI Chip and Tool Export Controls
Official BIS rules on advanced AI chips and semiconductor manufacturing equipment, 2022 to 2026. This is a legal timeline, not an estimate of lost sales. License posture on individual SKUs has changed more than once since 2024.
| Date | Agency action | What it covers |
|---|---|---|
| 2022-10-07 | BIS interim final rule | First comprehensive controls on advanced computing ICs, supercomputer end uses, and semiconductor manufacturing equipment destined for the PRC, with U.S. person restrictions on supporting certain PRC fabs |
| 2023-10-17 | BIS updates to the 2022 IFR | Tightened advanced-computing performance thresholds, closed some transshipment paths, and expanded manufacturing-equipment controls, including additional tools used at leading-edge nodes |
| 2024-2026 | Follow-on BIS licensing and Entity List actions | Product-specific licenses (including NVIDIA H20-class parts at various times) and Entity List additions sit on top of the 2022-2023 rules. License posture has changed more than once; read the current BIS notice rather than assuming a permanent ban or a permanent approval |
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