ASML Holding N.V.
"Entered a strategic partnership with Mistral AI."
Business LinesEUV Lithography Systems
Key Metrics
EUV Systems Sold, Bookings
Growth Driver
Demand for Advanced AI Chips
Advantage
Technological Monopoly
Use Case Solved
Advanced Node Chip Manufacturing (sub-7nm)
Market Position
Sole Global Supplier of EUV
Quantified Position
100% market share in EUV
DUV Lithography Systems
Key Metrics
DUV Systems Sold, Bookings
Growth Driver
Mature node and specialty chip demand
Advantage
Leading market position, large install base
Use Case Solved
Manufacturing of mainstream chips
Market Position
Leader in DUV lithography
Quantified Position
Supplies major chipmakers globally
Installed Base Management
Key Metrics
Service Revenue, Upgrades
Growth Driver
Servicing and upgrading the massive installed base
Advantage
Only company that can service its machines
Use Case Solved
Maintenance and enhancement of litho tools
Market Position
Recurring revenue from installed base
Quantified Position
High-margin, recurring revenue stream
Fcf Yield Pct
3.4
Next Year Revenue Growth Pct
15
Subscription Revenue Pct
<10%
Marketing And Sales Pct
<5%
Capex Pct
>10%
Single Point Of Failure
A loss of its technological lead in EUV lithography.
Insider Ownership Pct
0.02%
Gross Margin Pct T T M
52.50%