Bearish
ASML's stock drops 12% amid China's mass production of domestic DUV lithography machines.
In the past 24 hours, ASML's stock experienced a 12% decline following reports that a Chinese state-backed company has begun mass-producing deep ultraviolet (DUV) lithography machines. These machines are essential for semiconductor manufacturing and were previously dominated by ASML. The initial units are expected to be delivered this year to major Chinese semiconductor firms, including SMIC, Hua Hong Semiconductor, and CXMT. While these domestically produced machines may not immediately match ASML's performance and reliability, they represent a significant step toward reducing China's dependence on foreign technology.
Key points
- ASML's stock drops 12% amid China's mass production of domestic DUV lithography machines.
- Zeiss expands German site that caps ASML's EUV scanner output.
- ASML reports €32.7 billion total net sales and €9.6 billion net income in 2025.
Sources
- Chinese company reportedly building its own DUV chipmaking machines, and that's a really big dealPC Gamer · July 28, 2026
- Zeiss expands German site that caps ASML's EUV scanner outputTom's Hardware · July 26, 2026
- ASML reports €32.7 billion total net sales and €9.6 billion net income in 2025ASML Press Release · January 28, 2026
AI-generated from public news sources. Not financial advice.
