ASML expects China to account for ~20% of its revenue for all of 2026, down from prior years, as U.S. political pressure increases the risk of tighter export controls on chipmaking equipment to Beijing. The guidance implies a weakening demand mix from China and potential revenue headwinds, though the company did not indicate a full stop to China sales.
ASML expects China to account for ~20% of its revenue for all of 2026, down from prior years, as U.S. political pressure increases the risk of tighter export controls on chipmaking equipment to Beijing. The guidance implies a weakening demand mix from China and potential revenue headwinds, though the company did not indicate a full stop to China sales.
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