ASML takes the lead in semi equipment, thanks to EUV

Applied Materials is poised to surrender the lead in the semiconductor equipment market to ASML this year, according to The Information Network (TIN). The US company will increase its market share slightly, from 19.2 percent in 2018 to 19.4 percent, but ASML’s share will jump from 18.0 to 21.6 percent. “ASML will take over the lead on the strength of its shipments of pricey EUV lithography equipment,” commented Robert Castellano, president of TIN.

Applied has been the largest semiconductor equipment manufacturer most years since 1990. In another market researcher’s ranking, ASML took the lead in 2011 for a single year (link in Dutch).

TIN expects ASML to solidify its lead in 2020 by growing its market share to 22.8 percent, while Applied’s share will stagnate.