Netherlands / Japan · Chips & Networking
Lithography Machines (EUV)
EUV is a single-vendor tool with a single-vendor optics chain. Mask inspection and photoresist are similarly concentrated in a handful of Japanese firms.
Optics→EUV scanner→Mask + resist→Exposure
78
Tightness score ⓘ
#11 of 56
■ Stable
Lead time
18–24 mo
Theme 1M
−12.4%% in uptrend
0%Metric to watch
EUV/High-NA order intake, shipment guidance, and export-licence changes for China.
What would prove us wrong
Weakens if EUV orders fall for several quarters while leading-node announcements continue — capacity would be adequate.
Dependencies
Lithography theme performance
Equal-weight · rebased 100 · 1YStocks we track
Who controls this bottleneck
Roles, not recommendations. Delayed prices; local currency.
| Stock | Role | Listing | Last | 1D | 1M | 3M | YTD | Off 52w high | Trend | Next earnings |
|---|---|---|---|---|---|---|---|---|---|---|
| ASML ASML Holding |
Sole EUV lithography supplier | NASDAQ Netherlands |
$1,497.1 | −2.43% | −9.2% | −18.7% | +40.8% | −24.6% | 2027-01-27 | |
| 6920.T Lasertec |
EUV mask blank and mask inspection | TSE Japan |
¥36,380 | −2.20% | −21.1% | −2.9% | +23.2% | −36.5% | 2027-01-29 | |
| 4186.T Tokyo Ohka Kogyo |
Photoresists for EUV and advanced nodes | TSE Japan |
¥7,722.0 | −1.87% | −14.9% | −12.2% | +33.5% | −33.3% | 2027-02-09 | |
| 4063.T Shin-Etsu Chemical |
Silicon wafers and photoresists | TSE Japan |
¥5,791.0 | +1.44% | −4.6% | −5.0% | +20.3% | −25.6% | 2027-01-26 |
Recent headlines
Auto-updated- Asia report: AI and chip stocks provide a boost in Tokyo, Seoul, TaipeiSharecast.com · 36h ago