ASML, Europe's Largest Company, Sold $0 of New Machines to European Customers Last Quarter
FinanceYF5 · x · 2026-09-23
ASML, Europe's most valuable company and maker of the machines that produce the most advanced semiconductors, delivered $0 of new equipment to European customers in Q2.
System sales by region: Korea 43%, Taiwan 30%, China 14%, US 9%, Japan 4%, Europe 0%. The continent's most important semiconductor equipment supplier sells essentially everything outside Europe, underscoring the mismatch between global chip capacity and European demand.
Related event: ASML delivered zero new systems to European customers last quarter(2 posts)→
More from Infra
- KubeCon keynote: computing is shifting from human speed to agent speed — HowDevelop · 2026-11-12
- Leaked memo: Meta infrastructure head Santosh Janardhan to leave in early 2027 — dinabass · 2026-11-12
- Tool-call failure rates jump 14x across providers, charts pinpoint inference stack updates — remilouf · 2026-11-12
- Omarchy 4.6 lets you share local AI models across your tailnet, says DHH — alexcovo_eth · 2026-11-12
- Eric Schmidt's foundation funds French NGO fighting against data centers — StephanSturges · 2026-11-12
- Epoch: Open-Weight GLM 5.3 Hacks Six Firefox Versions for ~$1,000 Each; Claude Fable 5.2 Sets ECI Record — Epoch AI · 2026-11-12