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ASML's European Sales Shortfall
ASML, a critical global supplier of chipmaking equipment, reportedly sold nothing in Europe in 2026 and is calling on the EU to stimulate demand. This underscores gaps between European chip sovereignty ambitions and actual market demand.
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ASML, the Dutch semiconductor lithography equipment maker critical to global chip manufacturing, reportedly said it sold "absolutely nothing" in Europe in 2026, and has called on the EU to help create demand (Tom's Hardware, September 25). This highlights a stark disconnect between Europe's ambitions for semiconductor sovereignty (e.g., the EU Chips Act) and the actual commercial demand for advanced chipmaking equipment within the bloc, with ASML's most significant customers based in Asia and the US. The statement raises questions about the effectiveness of European industrial policy in fostering a competitive domestic semiconductor ecosystem, and is strategically relevant to discussions of US-China semiconductor competition, export controls, and EU technological sovereignty efforts.