ASML filings show EMEA sales collapsing to zero as Europe builds 2015-era chips
julsimon · x · 2026-09-26
Reading ASML's filings, the author calculates EMEA fell from 4.7% of net sales in 2024 to 1.6% in 2025 and nil in H1 2026 system sales.
Why: Europe's flagship fab, TSMC Dresden, will make 28–12nm chips for cars and factories, and Intel cancelled Magdeburg in 2025. Conclusion: Europe is building 2015's chips.
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