Semiconductor Lithography Equipment - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2026 - 2031)
Market Report I 2026-02-09 I 123 Pages I Mordor Intelligence
Semiconductor Lithography Equipment Market Analysis
The semiconductor lithography equipment market is expected to grow from USD 27.8 billion in 2025 to USD 30.4 billion in 2026 and is forecast to reach USD 47.52 billion by 2031 at 9.35% CAGR over 2026-2031. Momentum stems from the shift toward extreme ultraviolet (EUV) and forthcoming High-NA EUV platforms, the surge in artificial-intelligence servers, and multi-trillion-transistor graphics accelerators that demand denser patterning precision. Asia-Pacific remains the fulcrum of manufacturing capacity expansions, led by Taiwan's foundry dominance and South Korea's USD 471 billion mega-cluster program. Deep-ultraviolet (DUV) tools still anchor mature nodes, but the pipeline of High-NA EUV orders shows how quickly the ecosystem is pivoting toward sub-1 nm production. Capital-expenditure intensity and export-control compliance are the main brakes on diffusion, yet government subsidies, packaging innovations, and energy-efficient tool designs together widen the addressable base for advanced exposure systems.
Global Semiconductor Lithography Equipment Market Trends and Insights
Shrinking Process Nodes Drive EUV Adoption
Growing transistor density forces sub-7 nm geometries that only EUV can achieve. TSMC recorded first light on a High-NA tool in Hsinchu as it prepares 1 nm mass output by 2030. ASML's EXE platform reaches 8 nm resolution with anamorphic optics, a 40% imaging-contrast jump over prior NXE models. Research teams demonstrated 5 nm line-space interference printing, confirming far-below-roadmap capability. Server-class processors are projected to double to 200 billion transistors, magnifying lithography throughput needs. These milestones underline a rapid cadence toward angstrom dimensions that places High-NA tools at the center of capex priorities.
AI and Data-Center Demand for Leading-Edge Chips
Artificial-intelligence servers require multi-chiplet GPUs pushing past 2 trillion transistors. Semiconductor revenue is modeled to top USD 1 trillion by 2030, with AI accelerators and high-bandwidth memory as primary growth engines. Advanced packaging formats such as CoWoS intensify lithography overlay accuracy for redistribution layers. Samsung's heterogeneous-integration roadmap and TSMC's CoWoS capacity ramp have driven rush orders for large-panel exposure tools. Abu Dhabi's 1-5 GW AI compute cluster, featuring hundreds of thousands of GPUs, signals new geographies entering the capex cycle.
Ultra-High Capex of EUV Scanners
ASML's High-NA units list at USD 380 million each, double the cost of early EUV platforms. Total cost of ownership multiplies after clean-room reconfiguration, vibration isolation, and megawatt-class power-and-cooling utilities. Fewer than 20 High-NA machines are likely installed worldwide by end-2025, leaving mid-tier fabs locked out of the angstrom race. Research at the Okinawa Institute proposes a two-mirror projector and a 20-W source that could shrink power draw by 90%, hinting at future capex relief.
Other drivers and restraints analyzed in the detailed report include:
Government Fab Subsidies Drive Equipment InvestmentAdvanced-Packaging Boom Accelerates Equipment DemandExport-Control Restrictions to China
For complete list of drivers and restraints, kindly check the Table Of Contents.
Segment Analysis
In 2025, DUV platforms maintained 56.10% semiconductor lithography equipment market share, underlining their role in mature-node and cost-sensitive lines. High-NA EUV, although a smaller slice of the semiconductor lithography equipment market size today, is forecast to grow 10.54% CAGR through 2031 as single-exposure 1 nm imaging becomes a production reality. The 0.55 NA anamorphic projection inside ASML's EXE series improves depth-of-focus, enabling defect-density targets previously unattainable without quadruple patterning. Imec's 90% electrical yield on 20 nm pitch metal lines corroborates readiness for volume runs.
Conventional EUV remains indispensable for 5 nm logic, NAND flash, and DRAM refreshes, where 0.33 NA offers acceptable overlay with multi-patterning. Deep-UV immersion, already fully depreciated at many fabs, keeps the cost-per-die edge for analog, RF, and MEMS flows. Canon's nano-imprint pilot lines and Nikon's immersion enhancements signal niche competitive threats, yet ecosystem lock-in around ASML reticle formats sustains its platform moat.
The Semiconductor Lithography Machine Manufacturers Market is Segmented by Type (Deep Ultraviolet Lithography and Extreme Ultraviolet Lithography), Application (Advanced Packaging, MEMS Devices, and LED Devices), and Geography (North America, Europe, and More). The Market Forecasts are Provided in Terms of Value (USD).
Geography Analysis
Asia-Pacific's 67.60% share in 2025 reflects the agglomeration of logic and memory megafabs across Taiwan, South Korea, Japan, and mainland China. South Korea's USD 471 billion cluster will add multiple EUV suites, while Japan's government incentives lure TSMC into second-phase Kumamoto construction. China, despite export curbs, still spent USD 49 billion on overall fab tools in 2024 as domestic lithography projects scale.
North America ranks second, fueled by CHIPS Act co-funding that pushes combined Intel, TSMC, and Samsung U.S. projects past USD 200 billion. Arizona's twin-fab campus alone will deploy more than 25 EUV scanners over the forecast horizon. Fab clusters in Oregon, Ohio, and Texas broaden geographic redundancy and strengthen regional tool-service demand.
The Middle East and Africa, though small today, show a 12.48% CAGR. Saudi Arabia's SAR 1 billion venture fund underpins the National Semiconductor Hub, while UAE data-center projects necessitate local advanced-packaging capacity. Government-to-government technology-transfer accords expedite timeline compression, but workforce and supply-chain depth remain developmental bottlenecks.
List of Companies Covered in this Report:
ASML Holding N.V. Nikon Corporation Canon Inc. Shanghai Micro Electronics Equipment (Group) Co., Ltd. SUSS MicroTec SE EV Group Veeco Instruments Inc. Onto Innovation Inc. JEOL Ltd. Neutronix Quintel Inc. Mycronic AB NuFlare Technology Inc. Ushio Inc. Ultratech (Veeco) Mapper Lithography B.V. Visitech AS KLA Corporation MKS Instruments (Newport) Inpria Corp. Tamarack Scientific Co.
Additional Benefits:
The market estimate (ME) sheet in Excel format
3 months of analyst support
1 INTRODUCTION
1.1 Study Assumptions and Market Definition
1.2 Scope of the Study
2 RESEARCH METHODOLOGY
3 EXECUTIVE SUMMARY
4 MARKET LANDSCAPE
4.1 Market Overview
4.2 Market Drivers
4.2.1 Shrinking process nodes drive EUV adoption
4.2.2 AI and data-center demand for leading-edge chips
4.2.3 Government fab subsidies (e.g., CHIPS Act)
4.2.4 Advanced-packaging boom (2.5D/3D IC)
4.2.5 High-NA EUV refresh accelerates tool cycles
4.2.6 Compound-semiconductor lithography demand
4.3 Market Restraints
4.3.1 Ultra-high capex of EUV scanners
4.3.2 Sub-system supply-chain bottlenecks
4.3.3 Sustainability and energy-use pressures
4.3.4 Export-control restrictions to China
4.4 Value Chain Analysis
4.5 Regulatory Landscape
4.6 Technological Outlook
4.7 Porter's Five Forces Analysis
4.7.1 Threat of New Entrants
4.7.2 Bargaining Power of Suppliers
4.7.3 Bargaining Power of Buyers
4.7.4 Threat of Substitutes
4.7.5 Competitive Rivalry
4.8 Pricing Analysis
4.9 Impact of Macroeconomic Factors
5 MARKET SIZE AND GROWTH FORECASTS (VALUE)
5.1 By Lithography Type
5.1.1 Deep Ultraviolet (DUV)
5.1.2 Extreme Ultraviolet (EUV)
5.1.3 High-NA EUV
5.2 By Application
5.2.1 Advanced Packaging
5.2.2 MEMS Devices
5.2.3 LED Devices
5.2.4 Power and Compound Semiconductors
5.3 By End-User
5.3.1 Pure-play Foundries
5.3.2 Integrated Device Manufacturers (IDMs)
5.3.3 Outsourced Semiconductor Assembly and Test (OSAT)
5.4 By Geography
5.4.1 North America
5.4.1.1 United States
5.4.1.2 Canada
5.4.1.3 Mexico
5.4.2 South America
5.4.2.1 Brazil
5.4.2.2 Argentina
5.4.2.3 Rest of South America
5.4.3 Europe
5.4.3.1 Germany
5.4.3.2 United Kingdom
5.4.3.3 France
5.4.3.4 Italy
5.4.3.5 Spain
5.4.3.6 Russia
5.4.3.7 Rest of Europe
5.4.4 Asia Pacific
5.4.4.1 China
5.4.4.2 Japan
5.4.4.3 India
5.4.4.4 South Korea
5.4.4.5 South East Asia
5.4.4.6 Rest of Asia Pacific
5.4.5 Middle East and Africa
5.4.5.1 Middle East
5.4.5.1.1 Saudi Arabia
5.4.5.1.2 United Arab Emirates
5.4.5.1.3 Turkey
5.4.5.1.4 Rest of Middle East
5.4.5.2 Africa
5.4.5.2.1 South Africa
5.4.5.2.2 Nigeria
5.4.5.2.3 Rest of Africa
6 COMPETITIVE LANDSCAPE
6.1 Market Concentration
6.2 Strategic Moves
6.3 Market Share Analysis
6.4 Company Profiles (includes Global level Overview, Market level overview, Core Segments, Financials as available, Strategic Information, Market Rank/Share for key companies, Products and Services, and Recent Developments)
6.4.1 ASML Holding N.V.
6.4.2 Nikon Corporation
6.4.3 Canon Inc.
6.4.4 Shanghai Micro Electronics Equipment (Group) Co., Ltd.
6.4.5 SUSS MicroTec SE
6.4.6 EV Group
6.4.7 Veeco Instruments Inc.
6.4.8 Onto Innovation Inc.
6.4.9 JEOL Ltd.
6.4.10 Neutronix Quintel Inc.
6.4.11 Mycronic AB
6.4.12 NuFlare Technology Inc.
6.4.13 Ushio Inc.
6.4.14 Ultratech (Veeco)
6.4.15 Mapper Lithography B.V.
6.4.16 Visitech AS
6.4.17 KLA Corporation
6.4.18 MKS Instruments (Newport)
6.4.19 Inpria Corp.
6.4.20 Tamarack Scientific Co.
7 MARKET OPPORTUNITIES AND FUTURE OUTLOOK
7.1 White-space and Unmet-Need Assessment
Content is provided by our partners and every effort is made to make Market Report details as clear as possible. If you are not sure the exact content you require is included in this study you can Contact us to double check. To do this you can:
Use the ‘? ASK A QUESTION’ below the license / prices and to the right of this box. This will come directly to our team who will work on dealing with your request as soon as possible.
Write to directly on support@scotts-international.com with details. Please include as much information as possible including the name of report or link so our staff will be able to work on you request.
Telephone us directly on 0048 603 394 346 and an experienced member of team will be on hand to answer.
With the vast majority of our partners we can obtain Sample Pages to support your decision. This is something we can arrange without revealing your personal details.
It is important to note that we will not be able to provide you the exact data or statistics such as Market Size and Forecasts. Sample pages usually confirm the layout or the Categories included in Charts and Graphs, excluding specific data.
To ask for Sample Pages by contact us through ‘? ASK A QUESTION’, support@scotts-international.com, or by telephoning 0048 603 394 346.
Whilst we try to make our online platform as easy to use as possible there is always the possibility that a better alternative has not been found in your search.
To avoid this possibility Contact us through ‘? ASK A QUESTION’, support@scotts-international.com, or by telephoning 0048 603 394 346 and a Senior Team Member can review your requirements and send a list of possibilities with opinions and recommendations.
All prices are set by our partners and should be exactly the same as those listed on their own websites. We work on a Revenue share basis ensuring that you never pay more than what is offered elsewhere.
Should you find the price cheaper on another platform we recommend you to Contact us as we should be able to match this price. You can Contact us though through ‘? ASK A QUESTION’, support@scotts-international.com, or by telephoning 0048 603 394 346.
As we work in close partnership with our Partners from time to time we can secure discounts and assist with negotiations, this is part of our personalised service to you.
Discounts can sometimes be arranged for speedily placed orders; multiple report purchases or Higher License purchases.
To check if a Discount is possible please Contact our experienced team through ‘? ASK A QUESTION’, support@scotts-international.com, or by telephoning 0048 603 394 346.
Most Market Reports on our platform are listed in USD or EURO based on the wishes of our Partners. To avoid currency fluctuations and potential price differentiations we do not offer the possibility to change the currency online.
Should you wish to pay in a different currency to that advertised online we do accept payments in USD, EURO, GBP and PLN. The price will be calculated based on the relevant exchange rate taken from our National Bank.
To pay in a different above currency to that advertised online please Contact our team and a quotation will be sent within a couple of hours with payment details.
License options vary from Partner to Partner as is usually based on the number of Users that will benefitting from the report. It is very important that License ordered is not breached as this could have potential negative consequences for you individually or your employer.
If you have questions or need confirmation about the specific license we recommend you to Contact us and a detailed explanation will be provided.
The Global Site License is the most comprehensive license available. By selecting this license, the Market Report can be shared with other ‘Allowed Users’ and any other member of staff from the same organisation regardless of geographic location.
It is important to note that this may exclude Parent Companies or Subsidiaries.
If you have questions or need confirmation about the specific license we recommend you to Contact us and a detailed explanation will be provided.
The most common format is PDF, however in certain circumstances data may be present in Excel format or Online, especially in the case of Database or Directories. In addition, for certain higher license options a CD may also be provided.
If you have questions or need clarification about the specific formats we recommend you to Contact us and a detailed explanation will be provided.
Delivery is fulfilled by our partners directly. Once an order has been placed we inform the partner by sharing the delivery email details given in the order process.
Delivery is usually made within 24 hours of an order being placed, however it may take longer should your order be placed prior to the weekend or if otherwise specified on the Market Report details page. Additionally, if details have been not fully completed in the Order process a delay in delivery is possible.
If a delay in delivery is expected you will be informed about it immediately.
As most Market Reports are delivered in PDF format we almost never have to add additional Shipping Charges. If, however you are ordering a Higher License service or a specific delivery format (e.g. CD version) charges may apply.
If you are concerned about additional Shipping Charges we recommend you to Contact us to double check.
We work in Partnership with PayU to ensure payments are made securely in a fast and effortless way. PayU is the e-payments division of Naspers.
Naspers operates in over 133 International Markets and ranks 3rd Globally in terms of the number of e-commerce customers served.
For more information on PayU please visit: https://www.payu.pl/en/about-us
If you require an invoice prior to payment, this is possible. To ensure a speedy delivery of the Market Report we require all relevant company details and you agree to maximum payment terms of 30 days from receipt of order.
With our regular clients deliver of the Market Report can be made prior to receiving payment, however in some circumstances we may ask for payment to be received before arranging for the Market Report to be delivered.
We have specifically partnered with leading International companies to protect your privacy by using different technologies and processes to ensure security.
Everything submitted to Scotts International is encrypted via SSL (Secure Socket Layer) and all personal information provided to Scotts International is stored on computer systems with limited access in controlled environments.
We partner with PayU (https://www.payu.pl/en/about-us) to ensure all credit card payments are made securely in a fast and effortless way.
PayU offers 250+ various payment channels and eWallet services across 4 continents allowing buyers to pay electronically, whether on a computer or a mobile device.