How to read this finding
Equipment prices and supplier financials are historical. The lead-time figure concerns broad semiconductor supply and should not be read as a universal AI-accelerator delivery schedule.
Why did ASML matter to AI infrastructure in 2021?
Its extreme-ultraviolet lithography equipment enabled leading semiconductor manufacturing processes, making it a critical supplier in the chain that produces advanced chips.
Evidence you can use
Compute in the 2021 report
Historical snapshot: October 2021. Dates and populations are specified per row.
| Measure | Reported value | Definition and source |
|---|---|---|
| ASML EUV system cost | Approximately $150M | Per-machine figure cited in the 2021 report.2021 report, slide 114 (PDF page 114) |
| ASML H1 2021 net sales | €8.4B | Original currency and reporting period preserved.2021 report, slide 114 (PDF page 114) |
| Reported chip lead times | More than 4 months | Broad semiconductor ordering delays described in 2021.2021 report, slide 115 (PDF page 115) |
Equipment prices and supplier financials are historical. The lead-time figure concerns broad semiconductor supply and should not be read as a universal AI-accelerator delivery schedule.
Sources and dates
Historical snapshot published October 12, 2021. This web edition was prepared on 2026-10-11 from the online deck and original launch posts. Findings and forecasts retain their original time frame.
- 2021 report, slide 114 (PDF page 114)Original 2021 report. Printed slide numbers match PDF pages.
- 2021 report, slide 115 (PDF page 115)Original 2021 report. Printed slide numbers match PDF pages.
- State of AI Report 2021: online slides
- Air Street Press launch essayOctober 12, 2021.
- Welcome to State of AI Report 2021Original website launch post, October 12, 2021.
Cite this page
Benaich, Nathan, and Ian Hogarth. “Why did ASML matter to AI infrastructure in 2021?” State of AI Report 2021. Historical report snapshot; web edition prepared 2026-10-11.