ASML has a market cap of $227B, and is 37th in rankings of market cap worldwide. Hardly in the shadows.

TSMC is in 12th at $395B.

For curiosity’s sake, Zeiss is #1,327 at $11B. Not bad though, P/E of 41, so market thinks it has quite a future.

https://companiesmarketcap.com/carl-zeiss-meditec/earnings/

To be fair Intel and Samsung are also ASML EUV customers.

So will Zeiss