ASML reports heated global demand in 2025, but cools China outlook amid US sanctions

In 2025, ASML, a Dutch chipmaking equipment company, experienced strong global demand, particularly for its EUV machines driven by the AI boom, leading to a 12.4% increase in total net machine sales. However, sales to China decreased due to US sanctions restricting the export of advanced units and an expected decline in demand for DUV machines after an initial surge following the lifting of COVID-19 restrictions. China's share of ASML's global sales fell to 33% in 2025 and is projected to drop to around 20% in 2026. While EUV sales increased by 39% to €11.6 billion, DUV sales declined by 6% to €12 billion, primarily due to the Chinese market. The company anticipates continued strong demand for EUV machines in 2026, with overall bookings up significantly in the last quarter of 2025.

In January 2026, Dutch tech giant ASML announced record orders for its chip-making equipment, totaling 13.2 billion euros in the fourth quarter of 2025. The company, based in Veldhoven, anticipates strong growth in 2026, driven by increased demand related to artificial intelligence and a significant increase in EUV sales. ASML's net sales for 2025 reached 32.7 billion euros, with a net profit of 9.6 billion euros. The company forecasts net sales between 34 and 39 billion euros for 2026. Despite the positive outlook, ASML also announced plans to cut approximately 1,700 jobs to improve work processes.