GoKawiilASML reports 0% of revenue from Europe in first half of 2026
ASML executive Frank Heemskerk said the company sold no lithography systems to European customers in 2026, down from 1% of revenue in 2025 and 5% in 2024. He attributed this to a lack of new chip factory investment in Europe and said ASML is in talks with EU officials, including Ursula von der Leyen, about boosting demand for European-made chips.
GoKawiil's interpretation of the reporting above, not reported fact.
ASML's comments suggest that despite years of EU subsidies aimed at building fabs, Europe's semiconductor manufacturing base may be shrinking rather than growing, since even the region's most valuable company sees no local buyers for its equipment. Heemskerk's call to guarantee demand rather than just subsidize supply implies ASML believes existing EU industrial policy has failed to create a viable chipmaking market, though this framing reflects ASML's own perspective rather than confirmed EU strategy.
- ASML earned 0% of its revenue from Europe in the first two quarters of 2026, down from 1% in 2025.
- ASML executive Frank Heemskerk says no new chip factories are being built in Europe, citing lack of demand.
- ASML is urging the EU to help guarantee demand for European chips rather than just subsidize fab construction.
Source: tomshardware.com — Anton Shilov, 2026-09-24
Published there as: “ASML says it sold 'absolutely nothing' in Europe in 2026”
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