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The Extreme Ultraviolet Lithography (EUV) market is poised for strong growth, projected to reach US$ 41.97 billion by 2035, with a CAGR of 11.4% from 2026 to 2035. This expansion is driven by increasing demand for advanced chip fabrication to support AI, high-performance computing, 5G infrastructure

This article explores ASML's dominant position in extreme ultraviolet lithography (EUV) technology and its strategic implications for China's semiconductor industry. ASML is the sole global producer of EUV machines essential for manufacturing the most advanced chips used in AI accelerators, smartpho