Mon, 29 Jun 2026 06:44:43 GMT
ASML's Monopoly and the Future of Chipmaking
ASML dominates the chip industry with its $400 million "high-NA" EUV lithography machines, essential for producing the dense, powerful chips required by the AI boom. While ASML's massive engineering feats maintain Moore's Law, its monopoly faces geopolitical pressure and emerging competitors like Substrate and Lace Lithography, which seek to disrupt the market with alternative technologies.