Wire · operational-macro
ASML's chip equipment sales to China soar 109% despite US export curb push
◆ Sectors
Semiconductors
◆ Geography
China
◆ Source
◆ Verified
Fusion42 · 15 October 2026 · Fusion42 review
ASML's chip equipment sales to China surged 109% last quarter, with China expected to represent 20% of ASML's total sales this year despite US efforts to impose tighter export restrictions on advanced chipmaking machinery.
This Wire brief sits within Fusion42's coverage of Semiconductors.
◆ ◆ The Wire takeaway
China's chip supply chain is gaining momentum despite US export curbs, signalling you need to reassess direct dependencies on ASML equipment if your business targets or sources from China. American efforts to limit tech flow face gaps you can exploit or must navigate.
◆ Coverage
1 source · 14 Oct 2026
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◆ Topics
Semiconductorschip-equipmentchina-marketexport-restrictionsus-china-tensionssemiconductor-sales