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Pick a company to see where it actually produces — every country in its footprint, shaded by capacity share — overlaid with the countries whose register actions name it (severity ring + action count), plus violet arcs to the chokepoint countries its material inputs depend on. The map is a lens; the dossier and register are the source of record.
ASML Holding NV produces across 4 countries — 72% of mapped capacity sits in 🇳🇱 Netherlands (HQ 🇳🇱 Netherlands).
material exposures: tin · neodymium · tungsten · helium · silicon
26 register actions name ASML Holding NV, issued from 7 countries (top: 🇪🇺 European Union ×8) — 3 of those also sit in its production footprint (regulator ∩ producer).
Latest: 🇪🇺 EU 2026 Update of Dual-Use Export Control List (Commission Delegated Regulation, adopted C(2026)6323) · 2026-09-14 · 22d agonew
Recency: 1 new in 30d · 1 in 90d · avg sev 4.0↑
Its 5 scored input materials trace to 2 supplier countries — 1 refines >70% in a single country. Top input chokepoint: 🇨🇳 China (tungsten 90%, neodymium 85%, silicon 80%, +1) — nearest ex-🇨🇳 tungsten producer: 🇦🇹 Austria ~4% — ~6-12mo to ramp (share-of-stage heuristic, not a sourced qualification time).Armed chokepoint: 🇨🇳 China has itself issued 19 register actions restricting the inputs it already dominates — neodymium (7), rare-earth-elements (6), rare-earths (5), tungsten (4), +1 more — max severity 5/5. This share is a demonstrated lever, not just a concentration.Latest: China MOFCOM Preliminary Anti-Dumping Ruling on Japanese Dichlorosilane (DCS) Imports · 2026-09-07 · 29d ago
Substitutes & lead-time to switch: tin → · neodymium → · tungsten → · helium → · silicon →
Triple-overlap node: 🇺🇸 United States sits in all three layers at once — 18% of mapped capacity · 8 actions naming ASML Holding NV (max sev 5/5) · dominant world supplier of 1 scored input (helium 43%). One disruption there hits output, regulation and inputs together — the correlated tail a single-layer view misses. its US actions →Also multi-layer: 🇳🇱 Netherlands (produces + regulates) · 🇩🇪 Germany (produces + regulates)
Named counterparties: this dossier names 1 firm with a source; 1 is in this corpus with a mapped footprint, and 1 of those produces in a country already on this map (🇹🇼 Taiwan · 🇺🇸 United States · 🇨🇳 China) — the named end of an exposure the country layers show anonymously.Taiwan Semiconductor Manufacturing Company Limited (TSMC) (customer) 🇹🇼 TW ◆ ◆ = produces in a country already on this map.2 other dossiers name ASML Holding NV from the other side (supplier).
Reading the map: green shading = the company's production countries by capacity share, with dots at facility cities (dashed = approximate, country-level). Violet arcs = INPUT DEPENDENCIES — they run from the country that dominates world production/refining of a material the company consumes to the company's base; the % is that country's share of world supply at the named stage, NOT an import/export volume. Severity rings = countries whose register actions name the company.