Vol. III — The Globalized Industry Plate III.3 Supply chain geometry
Source: ASML annual filings, Hijink (2024)
Chapter 39-40 — EUV / There Is No Plan B

One machine. One supply chain.
No second source.

An EUV scanner contains roughly 100,000 individual parts. ASML manufactures about 15% of them. The other 85% flow through 5,100 suppliers concentrated, by sovereign-risk geography, in three irreplaceable nodes: a Swabian optical foundation, a Black Forest laser maker, and a San Diego campus that ASML simply bought outright.

Each completed system — 165 metric tons, $180-380M, six-month installation by 250 engineers — is built in Veldhoven from inputs flowing through these four cities. There is no second factory, no field-swap warehouse, and no warm spare.

FIG. 03 / EUV CRITICAL-PATH SCHEMATIC · ASSEMBLED IN VELDHOVEN

Two companies, one business

SCALE 1:25,000,000 · CRS / EPSG:3857
PILLAR 01 / OPTICS

Carl Zeiss SMT

Oberkochen, Germany · founded 1846

The only company on Earth that knows how to grind an EUV mirror. Each one is a stack of ~100 alternating layers of molybdenum and silicon, a few atoms each, deposited on a meter-wide blank polished to a surface roughness of fifty picometers — smaller than a single atom.

If the mirror were enlarged to the area of Germany, its tallest mountain would stand one millimeter high.

50 pmRMS surface deviation
24.9%Owned by ASML since 2017
€1.76 B2016 investment by ASML
~6Mirrors per system
PILLAR 02 / LASER SOURCE

Trumpf

Ditzingen, Germany · family-owned, est. 1923

Vaporizing tin into a 500,000 K plasma requires firing a CO2 infrared pulse at every passing droplet, fifty thousand times a second, twice. A pre-pulse flattens the 30-micrometer droplet; a main pulse turns it into plasma. Average power tens of kilowatts; peak above a megawatt.

Each driver laser contains, by Trumpf's count, more than 450,000 individual parts. The chain runs five amplifier stages, multiplying the seed signal ten thousandfold.

50 kHzPulse rate
40 kW+Avg. CO₂ power
2xPulses per droplet
1Sole supplier
PILLAR 03 / SOURCE INTEGRATION

Cymer

San Diego, California · ASML subsidiary since 2013

Founded in 1986 by two UCSD physicists. By 2012 its EUV source was running 50 W in research conditions. ASML acquired it for €1.95 B rather than tolerate a single point of failure outside its own balance sheet.

Its San Diego campus remains the only place on Earth that integrates the tin-droplet generator, Trumpf laser feed, vacuum chamber, and graded multilayer collector mirror into a working EUV light source.

250 WProduction source power
30 μmTin droplet diameter
50,000/sDroplets fired
0Competing source vendors
5,100
Suppliers in the
ASML network
~200
Of those rated
single-source critical
100,000
Total ecosystem
headcount
$250 B
Cost to replicate · van den Brink
(estimated, one generation)
If something happened to Veldhoven, the leading edge of the chip industry would not slow. It would stop.
Peter Wennink · ASML CEO 2013-2024 · Bloomberg, January 2024