ASML Shares Fall 2.7% After US Raises Concerns of EUV Machine in China
ASML•ASML shares slid 2.7% after the US Commerce Secretary raised concerns that one of its EUV lithography machines may have reached China in violation of export restrictions. The company denies shipping any EUV equipment to China, states 314 global units operating with 26 decommissioned and expects China to contribute about 20% of 2026 revenue.
1. US Raises EUV China Concerns
US Commerce Secretary raised doubts that an EUV lithography machine from ASML may have reached China despite existing export restrictions, triggering a 2.7% drop in the stock price during trading in Amsterdam.
2. ASML Denies Unauthorized Shipments
The company asserts it has never delivered an EUV system or any specialized component or module for EUV machines to China, directly refuting claims of non-compliance with export controls.
3. Global EUV Install Base
ASML reports a total of 314 EUV systems operating worldwide, with 26 units decommissioned, and confirms that none of these machines are installed in China.
4. China Revenue Exposure
China is projected to account for roughly 20% of ASML’s 2026 revenue, underscoring the potential financial impact of any tightened US export controls on the company’s business outlook.
