ASML, the world's only EUV lithography supplier, earned zero revenue from Europe in 2026 despite being Europe's largest company by market cap, as European chipmakers built no new fabs. The company is urging EU authorities to create demand for European chips through collective procurement guarantees rather than relying solely on subsidies, while new semiconductor facilities are being constructed across Europe by Intel, ESMC, Infineon, and GlobalFoundries.
Chemcon Speciality Chemicals Ltd., an Indian manufacturer, produces HMDS (hexamethyldisilazane), a specialized chemical used in semiconductor lithography to improve photoresist adhesion to wafer surfaces. While HMDS provides exposure to the semiconductor value chain, Chemcon is a diversified specialty-chemicals company rather than a pure-play semiconductor firm, with growth dependent on HMDS volume expansion, customer approvals, and production capacity.