ASML Makes Zero Revenue From Europe as No Chip Factories Are Built There
pstAsiatech · x · 2026-09-27
Arnaud Bertrand flags a strikingly bearish signal: ASML generates exactly zero revenue from Europe "because no chip factories are being built in Europe." The reposter calls it a textbook case of "overcapacity," arguing it's one of the most pessimistic indicators imaginable for Europe's industrial future — even its key domestic equipment supplier finds no local customers.
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