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
- AWS Open-Sources Strands Harness, Claims 28% Fewer Agent Tokens — shashib · 2026-09-23
- DIY multi-GPU cooling: case airflow tuning drops temps from 80C+ to 68C, no liquid cooling needed — HankYeomans · 2026-09-23
- Alibaba accelerates global AI push with new data centers across Europe and the Middle East — Polymarket · 2026-09-23
- You run kernels, not models: why the same model and GPU can perform wildly differently — Roger_M_Taylor · 2026-09-23
- Apple's Mac mini and Mac Studio get major AI-focused performance leap — BLUECOW009 · 2026-09-23
- Alibaba's V900 chip rivals Blackwell on spec, but holds just 16% China share — pstAsiatech · 2026-09-23