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ASML says it sold 'absolutely nothing' in Europe in 2026

402 points · 900 comments · MC995

  1. bethekidyouwant · · focus · HN ↗
    What is perhaps more important from ASML's standpoint is that none of the ongoing fab projects in Europe are leading-edge fabs set to use EUV and eventually High-NA EUV lithography scanners. The tools that European fabs use today and that new facilities are set to use in the future are mature tools that cost considerably less than advanced EUV or immersion DUV scanners. This is perhaps a concern for ASML, as the company is naturally interested in selling its more sophisticated and expensive equipment.

    Missing from article is where they are selling which I assume is mostly Taiwan and America.

    1. HarHarVeryFunny · · focus · HN ↗
      US is only 10-15% of ASML's sales
      1. AdamN · · focus · HN ↗
        And without the CHIPS act that would probably be closer to zero.
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