ASML warns Europe may see zero EUV sales in 2026, urges EU to create chip demand
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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.
Source report
September 25 — ASML, the world's sole supplier of extreme ultraviolet (EUV) lithography machines, has reported that it sold no equipment in Europe in 2026, calling on the European Union to take action to generate chip demand.
Speaking at a symposium, Frank Heemskerk, Executive Vice President of Public Affairs at ASML, stated: "We sold nothing in Europe. Because there is no investment, no fabs under construction. This is truly concerning."
According to Heemskerk, Europe's share of ASML's revenue has dropped to 0% in 2026, down from 1% in 2025.
Declining European Revenue Share
ASML's investor presentation materials show a steady decline in European revenue contribution over recent years:
- 2022: 2%
- 2023: 4%
- 2024: 5%
- 2025: 1%
- 2026 (first two quarters): 0%
ASML, currently valued at approximately $660 billion, is Europe's most valuable company and the global monopoly supplier of EUV lithography systems. Yet it has generated no revenue from its home region.
Demand-Side Problem, Not Supply
Heemskerk emphasized that the issue lies not in supply but in demand. While the EU has been subsidizing fab construction, he noted that "having factories without orders is useless."
ASML confirmed it is in dialogue with the President of the European Commission, urging the EU to consolidate Europe's market power and dynamism, and to reconnect major European chip customers with European manufacturers.
No Advanced Fabs Under Construction
Although some wafer fabs are being built in Europe, none are advanced process fabs — meaning none require EUV or High-NA EUV lithography equipment. For ASML, the inability to sell its most expensive and advanced machines represents the core of its concern.
Loss of Full-Cycle Advanced Chip Production
A further risk highlighted is that Europe has largely lost the capability to complete the full-cycle production of advanced chips locally. This means that "Made in Europe" chips are either:
- Not packaged in Europe,
- Not manufactured in Europe, or
- Not designed in Europe.
Source
快科技Neutral / independent
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ASML reports zero EUV sales in Europe, warns region falling behind in chip race