| ASML | NASDAQ / Euronext: ASML | System OEM; owns Cymer (source), ASML Berlin (clamps/optics), Brion (software) | Monopoly — only EUV lithography supplier on earth |
| Carl Zeiss SMT | Private (Carl Zeiss AG; ASML holds 24.9%) | All EUV optics: collector, illuminator, projection optics | Sole source; physical bottleneck on EUV unit output |
| TRUMPF | Private (Germany) | Multi-kW CO₂ drive-laser amplifier chain (~450k parts itself) | Sole source |
| Corning | NYSE: GLW | ULE® zero-expansion glass for mirrors & mask substrates | Duopoly with SCHOTT Zerodur® |
| SCHOTT | Private (Carl Zeiss Foundation) | ZERODUR® glass-ceramic substrates | Duopoly with Corning |
| Hoya | TYO: 7741 | EUV mask blanks | Duopoly with AGC |
| AGC | TYO: 5201 | EUV mask blanks | Duopoly with Hoya |
| Lasertec | TYO: 6920 | Actinic EUV mask blank & pattern inspection (ACTIS) | Near-monopoly |
| Mitsui Chemicals | TYO: 4183 | EUV pellicles (ASML-licensed production) | Lead merchant supplier |
| Canatu | HEL: CANATU | Carbon-nanotube pellicle membranes (next-gen, high transmission) | Emerging challenger |
| Entegris | NASDAQ: ENTG | EUV reticle pods, filtration, fluid handling | Co-leader with Gudeng |
| Gudeng Precision | TWSE: 3680 | EUV reticle pods (TSMC-aligned) | Co-leader with Entegris |
| Tokyo Electron | TYO: 8035 | Inline EUV coater/developer track | Sole qualified |
| TOK | TYO: 4186 | EUV photoresists | Top-3 (with JSR, Shin-Etsu) |
| Shin-Etsu Chemical | TYO: 4063 | EUV resists, mask substrates, silicon | Top-3 |
| Atlas Copco (Edwards / Leybold) | STO: ATCO-A | Vacuum pumps & abatement | Leader, multi-source category |
| Pfeiffer Vacuum (Busch Group) | ETR: PFV | Turbomolecular pumps | Key supplier |
| Ebara | TYO: 6361 | Dry pumps & gas abatement | Key supplier |
| AMETEK (Zygo) | NYSE: AME | Displacement interferometry, precision optics metrology | Key supplier |
| Keysight | NYSE: KEYS | Laser interferometer position metrology | Key supplier |
| Kyocera | TYO: 6971 | Advanced ceramics (stages, handlers) | Key supplier (with CoorsTek, private) |
| Jenoptik | ETR: JEN | Precision optical modules for semicon equipment | Key supplier |
| Coherent | NYSE: COHR | CO₂-laser optics (ZnSe), photonics components | Key supplier |
| Anglo American (Element Six) | LSE: AAL | CVD-diamond windows for high-power CO₂ stages | Niche, few alternatives |
| Linde / Air Liquide / Air Products | LIN · EPA: AI · APD | H₂, laser gases, ultra-pure gases | Oligopoly category |
| NVIDIA | NASDAQ: NVDA | cuLitho GPU-accelerated computational lithography (with ASML, TSMC, Synopsys) | Platform partner |
| Synopsys | NASDAQ: SNPS | Mask synthesis / OPC software | Duopoly-ish with Siemens EDA |
| Intel (IMS Nanofabrication) | NASDAQ: INTC | Majority owner of IMS multi-beam mask writers | Writer duopoly with NuFlare (Toshiba) |
| VDL Groep (VDL ETG) | Private (NL) | Wafer handlers, frames, vacuum vessels — build-to-print | Strategic ASML partner |
| Prodrive Technologies | Private (NL) | Motion/drive electronics, mechatronic modules | Strategic ASML partner |
| Neways Electronics | Private (Infestos, NL) | Electronics manufacturing; ASML is largest customer | Strategic ASML partner |