ASML warns Europe is missing out as it sells zero chipmaking tools on the continent

What ASML is saying - and why it matters

Where the machines are going - and why Europe isn't on the list

ASML is the only company that makes the advanced lithography gear required for the latest chips. Its systems etch ultra fine transistor patterns on silicon, powering the current artificial intelligence surge, and are used by customers such as Taiwan Semiconductor Manufacturing Co. and Samsung Electronics Co.

Company filings show that in the second quarter, Europe accounted for none of ASML's system sales. By contrast, the Europe, Middle East and Africa region represented a 1% slice in 2025. No new tools were delivered to Europe in the second quarter, while South Korea was the largest destination for ASML's equipment in the first half, with Taiwan and China next in line.

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Policy moves, new partnerships and what it means for your money

The European Union is reworking its Chips Act, which took effect in 2023 after the pandemic-era chip crunch and was meant to lift Europe's share of global production. ASML together with the EU's executive arm has been exploring ways to boost technological competitiveness, reinforce supply chains and spur chip demand, even as other nations roll out public funding and incentives to grow homegrown semiconductor capacity.

Meanwhile, ASML is being actively wooed by the US, China and India. In May, the company inked a partnership deal with Tata Electronics Private Limited to bolster India's domestic chip manufacturing capabilities. For everyday investors, the takeaway is simple enough: where ASML builds and sells its tools is a pretty good tell for where advanced chip capacity will concentrate next.

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