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Foundry & EquipmentSEC filings
ASML Holding (ASML)
EUV + High-NA EUV lithography monopoly for sub-7nm node
Modeled AI capex flow
$5.2B
from Big 5 forward AI-attributable spend
Hyperscaler exposure
35.0%
of revenue (latest 10-K)
Top hyperscaler customer
AMZN
modeled $1.5B flow
Order backlog
$40.0B
Q4 2025 (€36B reported)
Forward visibility: Order backlog
The leading indicator AM analysts read as capex commitments convert to supplier revenue.
Reported in EUR; USD figure is approximate at recent FX. Backlog ~12-18 months of revenue. EUV/High-NA share rising.
As of: Q4 2025 (€36B reported)Source filing
Flow attribution by hyperscaler
Modeled dollars from each hyperscaler's AI-attributable forward capex.
| Customer | Modeled flow | % of total |
|---|---|---|
| Amazon (AMZN) | $1.5B | 28.5% |
| Microsoft (MSFT) | $1.2B | 23.3% |
| Meta Platforms (META) | $1.1B | 20.3% |
| Alphabet (GOOGL) | $1.0B | 19.4% |
| Oracle (ORCL) | $0.4B | 8.5% |
Computed from disclosed customer concentration and per-hyperscaler accelerator preferences. Per-edge values can be reconstructed from the Methodology page.
Notes & source
Sells to TSMC, Samsung, Intel: indirect AI capex exposure via foundry capacity build.
View SEC filings page