ASML reports zero EUV sales in Europe, warns region falling behind in chip race
ASML, the world's sole supplier of extreme ultraviolet (EUV) lithography machines, reported zero net system sales in Europe for the second quarter of 2025 and expects zero EUV sales in the region in 2026. Executive Vice President Frank Heemskerk stated Europe is not investing in advanced chip factories, while the US, China, and India aggressively court ASML for expansion. The EU's 2023 Chips Act has failed to stimulate new fabrication investment, and Europe has lost the ability to produce advanced chips end-to-end locally.
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ASML Criticizes European Semiconductor Stagnation, Sells Zero EUV Tools in Region in 2026
ASML, the world's sole supplier of extreme ultraviolet (EUV) lithography machines, has sharply criticized the stagnation of Europe's semiconductor industry. In a symposium, ASML's Executive Vice President for Public Affairs, Frank Heemskerk, stated that the company sold no equipment in Europe in 2026, warning that the region lacks investment and has no advanced fabs under construction. According to ASML's investor presentation materials, European revenue as a share of total sales has declined from 5% in 2024 to 1% in 2025, and dropped to zero in the first two quarters of 2026. Heemskerk urged the European Union to take action to create demand for chips, noting that while some fabs are being built in Europe, none are advanced enough to require EUV or High-NA EUV machines, which are ASML's most expensive and advanced products. The report highlights growing concern over Europe's declining role in cutting-edge semiconductor manufacturing.
Read sourceASML warns Europe faces zero EUV sales in 2026, urges EU to create chip demand
ASML, the world's sole supplier of extreme ultraviolet (EUV) lithography machines, has warned that it expects to sell no equipment in Europe in 2026, with its European revenue share dropping to 0% in the first two quarters of that year. Frank Heemskerk, ASML's Executive Vice President for Public Affairs, stated that the company sold nothing in Europe because there is no investment and no fabs under construction on the continent. He urged the European Union to aggregate market power and reconnect large chip customers with European manufacturers. ASML's investor presentation shows European revenue share declining from 5% in 2024 to 1% in 2025, then to zero. The company noted that while some fabs are being built in Europe, none are advanced enough to require EUV or High-NA EUV machines. ASML also warned that Europe has largely lost the ability to complete the full advanced chip production chain locally, meaning 'Made in Europe' chips may not be designed, produced, or packaged in Europe.
ASML warns Europe faces zero EUV sales in 2026, urges EU to stimulate chip demand
ASML, the world's sole supplier of extreme ultraviolet (EUV) lithography machines, has warned that it expects to sell no equipment in Europe in 2026, with its European revenue share dropping to 0% in the first two quarters. Frank Heemskerk, ASML's executive vice president for public affairs, stated that Europe has no investment and no advanced fabs under construction, making the situation 'really worrying.' He argued the problem is on the demand side, not supply, noting that EU subsidies for factory construction are ineffective without customer orders. ASML is in dialogue with the European Commission president to urge Europe to reconnect large chip buyers with local manufacturers. The article notes that while some fabs are being built in Europe, none are advanced enough to require EUV or High-NA EUV machines, and Europe has largely lost the ability to produce advanced chips end-to-end locally.
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ASML, Europe's most valuable company, has zero sales in Europe as EU chip policy lags
ASML, the Dutch lithography equipment maker and Europe's most valuable company with a market cap over $660 billion, has reported zero sales in Europe for the second quarter of 2025. Executive Vice President Frank Heemskerk stated at an Amsterdam event that the company sells no chip-making equipment in Europe because the continent has not invested in new chip factories. The EU's 2023 Chips Act, aimed at doubling Europe's global semiconductor market share by 2030, has largely failed to stimulate new factory investment, according to EU auditors. Meanwhile, other nations, including the US and India, are aggressively courting ASML with incentives. Heemskerk noted that about a quarter of ASML's R&D is already in the US, which is pushing for half. The company recently signed an agreement with India's Tata Electronics to help build a semiconductor plant there, with Indian Prime Minister Modi attending the signing.
Read sourceASML Reports Zero European Sales as AI-Driven Chip Boom Bypasses Continent
ASML, Europe's most valuable company and the sole maker of extreme ultraviolet (EUV) lithography machines essential for advanced chip production, reported zero system net sales in Europe for the second quarter. Executive Vice President Frank Heemskerk stated that Europe is falling behind as the US, China, and India aggressively invest in domestic semiconductor manufacturing and court ASML to expand locally. He noted that Europe lacks chip factory construction and investment, contrasting with other regions offering incentives. The EU's revised Chips Act has failed to spur significant new fab investment. Meanwhile, the global AI infrastructure boom is driving a semiconductor equipment supercycle, with ASML, Lam Research, and Applied Materials seeing strong stock gains. ASML raised its 2026 revenue guidance to 43-45 billion euros, citing AI-driven demand for advanced logic and memory chips. The article highlights the paradox of Europe hosting a critical chip equipment supplier while failing to attract corresponding manufacturing investment.
Read sourceASML Executive Says No Chip Equipment Sales in Europe, Region Risks Falling Behind
Frank Heemskerk, executive vice president of ASML, Europe's most valuable company, stated that the firm currently sells no chip-making equipment in Europe because the region has not invested in building semiconductor factories. He warned that as the United States, China, and India aggressively invest in domestic semiconductor production, Europe risks being left behind. Heemskerk emphasized the need for ASML to expand production beyond the Netherlands and called on Europe to take active steps to compete for chip manufacturing investments, noting that other countries are fiercely competing to attract ASML's expansion.
Read sourceASML Executive Says No Sales in Europe, Warns Continent Risks Falling Behind in Chips
Frank Heemskerk, executive vice president of ASML, Europe's most valuable company, stated that the firm currently sells no chip-making equipment in Europe because the continent is not investing in or building new chip factories. He warned that Europe risks being left behind as the United States, China, and India aggressively invest in their domestic semiconductor industries. Heemskerk emphasized the need for ASML to expand production beyond the Netherlands and called on Europe to take active steps to compete for these investments, noting that other countries are fiercely competing to host ASML's expansion.
Read sourceASML Executive Says No Chip Equipment Sold in Europe Due to Lack of Investment
Frank Heemskerk, Executive Vice President of Global Public Affairs at ASML, stated that the company is currently not selling any chip manufacturing equipment in Europe because of a lack of investment and the absence of new chip factory construction on the continent. His comments come as the European Union revises its Chips Act, a policy originally designed to increase Europe's share of global semiconductor production. Heemskerk indicated the Act has so far failed to stimulate the necessary investment in new fabrication plants. Meanwhile, ASML is being actively courted by other nations that are using government funding and incentives to develop their domestic semiconductor industries, highlighting Europe's competitive disadvantage in attracting advanced chip manufacturing.
ASML, Europe's Most Valuable Company, Has Zero Sales in Europe
ASML, the Dutch semiconductor equipment maker and Europe's most valuable company with a market cap over $6600, has reported zero net system sales in Europe for the second quarter of 2025. Executive Vice President Frank Heemskerk stated at an Amsterdam event that the company sells nothing in Europe because the continent is not investing in new chip factories. This comes as the EU's 2023 Chips Act has largely failed to stimulate new semiconductor fabrication investments, with EU auditors doubting the bloc's goal of doubling global market share by 2030. Heemskerk noted intense global competition for ASML's expansion, with countries offering incentives, and revealed that about a quarter of the company's R&D is already in the US, which wants to increase that share. In May, ASML signed an agreement with India's Tata Electronics to help build a semiconductor plant there.
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