ASML Executive Says Zero EU Lithography Sales: what are the key facts?

ASML executive Huimsk said at an event in Amsterdam that the company cannot sell a single machine in Europe.

ASML Executive Says Zero EU Lithography Sales: what are the key facts?

Huimsk attributed this to a lack of local investment in Europe, with no new chip factories being built there.

ASML Executive Says Zero EU Lithography Sales: what are the key facts?

The EU is revising the European Chips Act, which took effect in 2023 but has not effectively driven wafer fab investment.

ASML Executive Says Zero EU Lithography Sales: what are the key facts?

EU auditors said last year that Europe will struggle to meet its goal of doubling its share of the domestic chip market by 2030.

ASML Executive Says Zero EU Lithography Sales: what are the key facts?

Huimsk said the US, China, and India are all courting ASML to expand its local footprint, with China and India offering high-level incentives.

Physix Frontier · News Briefing Card (enbrief · Sep 23, 2026)

ASML Executive Says Zero EU Lithography Sales

KEY FACTS

ASML executive Huimsk said at an event in Amsterdam that the company cannot sell a single machine in Europe.
Huimsk attributed this to a lack of local investment in Europe, with no new chip factories being built there.
The EU is revising the European Chips Act, which took effect in 2023 but has not effectively driven wafer fab investment.
EU auditors said last year that Europe will struggle to meet its goal of doubling its share of the domestic chip market by 2030.
Huimsk said the US, China, and India are all courting ASML to expand its local footprint, with China and India offering high-level incentives.

KEY DATA

0%Q2 ASML Europe system net sales share

1%2025 Europe, Africa, Middle East system sales share

one quarterASML R&D work share in the US

halfUS desired ASML R&D share in the US

PHYSIX OBSERVATION

The inability to sell lithography machines is not ASML's problem, but rather that Europe has no new fabs to sell to. The Chips Act has been touted for three years, yet the money has not gone into building factories, so demand naturally cannot pick up. As the US, China, and India compete for capacity with subsidies and red carpets, if Europe continues to issue only policies and no money, what gets left behind is not just manufacturing, but the voice of the entire supply chain.

Source: enbrief original report ↗