Semiconductor Equipment Market Share by Segment
Market share breakdown for lithography, etch, deposition, and inspection — the machines that make AI chips
Lithography
$28B TAMASML
82%Canon
10%Nikon
8%Etch Systems
$18.5B TAMLam Research
47%Tokyo Electron
27%Applied Materials
20%Others
6%Deposition (CVD/PVD)
$22B TAMApplied Materials
40%Lam Research
22%Tokyo Electron
20%ASM International
12%Others
6%Inspection & Metrology
$12B TAMKLA
55%Applied Materials
18%Hitachi
12%Others
15%Market share by revenue segment, 2024. TAM = Total Addressable Market. Sources: VLSI Research, Gartner, company annual reports.
ASML EUV Lithography Shipments & Revenue
Annual EUV system shipments and revenue — ASML's monopoly on the most critical chipmaking technology
EUV Systems Shipped (left axis)
EUV Revenue $B (right axis)
ASML EUV lithography system shipments and associated revenue. Each EUV system costs $150M–$380M+ (High-NA). ASML holds a 100% monopoly on EUV machines — every advanced AI chip requires them. 2025E = estimate. Sources: ASML annual reports, earnings calls.