AI AnalyticsSemiconductors

ASML Projects China Sales Slump Amid AI Chip Demand Surge

Europe’s tech giant ASML expects Chinese demand for its semiconductor equipment to plummet next year as Beijing pushes domestic alternatives. Despite this, the company remains optimistic about global AI investments driving advanced chip production.

China Market Contraction Looms for Chip Equipment Leader

Europe’s technology standout ASML Holding has projected a substantial downturn in Chinese demand for its semiconductor manufacturing systems, according to recent financial disclosures. The Dutch firm reportedly anticipates 2026 sales in China to decline significantly compared to strong performance in 2024-2025, as Beijing accelerates domestic equipment development in response to U.S. export controls.

Assistive TechnologySemiconductors

ASML Maintains Steady Performance Amid Market Shifts, Eyes 2026 Growth Despite China Challenges

ASML Holding reports consistent €7.5 billion quarterly sales despite Chinese market challenges. The semiconductor equipment leader sees strong EUV demand and ships first advanced packaging system while forecasting growth acceleration in 2026.

ASML Holding has reported its second consecutive quarter of stable financial performance, maintaining €7.5 billion in net sales despite significant market headwinds from China. The Dutch semiconductor equipment manufacturer demonstrated resilience through continued strength in Extreme Ultraviolet lithography systems and the milestone shipment of its first advanced packaging product.

Financial Performance and Market Position