ASML: Supply Chain Resilience & Supplier Agreements
Former Executive at ASML
inpractise.com/articles/asml-supply-chain-resilience-and-supplier-agreements
Former Executive at ASML
Interview Transcript
This is a snippet of the transcript, sign up to read more.
Yes, they always say that's also part of the company's moat. Such a complex system with so many loose parts, for competitors, it's almost impossible to define the total.
In 2011, we introduced the concept of unique suppliers. A unique supplier is a single supplier virtually integrated with ASML through a contractual agreement. We created long-term supplier agreements with clauses allowing ASML, in case of disruption, to take over the supplier or their machines to ensure continuity. We had a case with Prodrive, an Eindhoven-based electronics maker, where a fire destroyed half the factory. The next day, 100 people went to the location to salvage what was intact and help the supplier relocate and continue production. This is why ASML has a unique business model, unlike most peers.
This is a snippet of the transcript, sign up to read more.
Related Content
Technoprobe: Semiconductor Probe Card Testing Equipment
Former Manufacturing Operations Executive at Technoprobe
FormFactor vs Technoprobe: Intel's Customer Perspective
Former Director of Assembly at Intel
Waymo vs Tesla: Perception, Behavior, & End-to-End Machine Learning
Former Senior Director at Waymo
CoreWeave, Lambda & GPU-Specific Providers vs Hyperscalers
Data Center Product Architect and Senior Director at Nvidia
Copyright Notice
This document may not be reproduced, distributed, or transmitted in any form or by any means including resale of any part, unauthorised distribution to a third party or other electronic methods, without the prior written permission of IP 1 Ltd.
IP 1 Ltd, trading as In Practise (herein referred to as "IP") is a company registered in England and Wales and is not a registered investment advisor or broker-dealer, and is not licensed nor qualified to provide investment advice.
In Practise reserves all copyright, intellectual and other property rights in the Content. The information published in this transcript (“Content”) is for information purposes only and should not be used as the sole basis for making any investment decision. Information provided by IP is to be used as an educational tool and nothing in this Content shall be construed as an offer, recommendation or solicitation regarding any financial product, service or management of investments or securities. The views of the executive expressed in the Content are those of the expert and they are not endorsed by, nor do they represent the opinion of In Practise. In Practise makes no representations and accepts no liability for the Content or for any errors, omissions, or inaccuracies will in no way be held liable for any potential or actual violations of laws, including without limitation any securities laws, based on Information sent to you by In Practise.
© 2025 IP 1 Ltd. All rights reserved.