ASML CFO: China's Share of 2026 Sales Expected to Remain at Around 20%

ASML CFO Roger Dassen stated that China's mainland market is currently expected to account for approximately 20% of the company's total net sales in 2026, a proportion that remains unchanged from previous expectations. Although the percentage share has not changed, because ASML's current full-year total net sales forecast is higher than at the beginning of this year, the absolute sales base for the China mainland market has actually increased. In this sense, the performance of the China mainland market is keeping pace with the overall trend of the global market. He added that this incremental demand is primarily concentrated in the logic chip business and is mainly driven by the need to meet local market demand.