Roughly 40–45% of ASML’s revenue now comes from this installed business
Provides recurring revenue, much like SaaS in software — hence your analogy “LaaS, Lithography as a Service.”
ASML Training Center in Phoenix
- Opened in 2025: A 56,000-sq-ft facility to train >1,000 engineers annually.
- Purpose: Prepares engineers to operate and maintain ASML’s EUV and DUV lithography systems, which are being deployed in new fabs across the U.S. (Intel in Arizona, TSMC in Arizona, Samsung in Texas).
- Global footprint: It’s ASML’s ninth training site worldwide, part of their strategy to support fab expansion.
Trainees are typically fab employees (Intel, TSMC, Samsung, Micron, etc.) who are sent to ASML for certification.
- ASML provides training as part of its service contracts with fabs.
- Fabs pay ASML for tool purchase, installation, and service — training is bundled in.
- So the cost is ultimately borne by the fabs (Intel, TSMC, Samsung, Micron), not the individual engineers.
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