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ASML says it sold 'absolutely nothing' in Europe in 2026
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ASML reports zero European revenue in 2026 as European chipmakers bought no lithography tools, prompting the company to urge EU authorities to create demand for European chips.
The complete absence of European sales signals a strategic shift that could reshape the continent's semiconductor ambitions. Without domestic demand, European chipmakers cannot justify new fabs, limiting long-term self-sufficiency. This forces policymakers to confront the gap between investment subsidies and actual market pull.
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European revenue share fell to 0% in 2026, down from 1% in 2025 and 5% in 2024.
ASML's executive vice president called the situation "selling absolutely nothing" and warned it is genuinely worrying.
ASML is urging EU authorities to aggregate and guarantee demand for European-made chips to stimulate local fab construction.
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The event marks a concrete change: ASML's European revenue dropped to zero, a stark reversal from previous years when it contributed a small but measurable share of sales.
Adopting this shift requires European governments to move beyond funding fab construction and instead create a guaranteed market for locally produced chips, which entails coordinating procurement policies and risk-sharing mechanisms.
The change stops working for ASML if demand remains absent, leaving the company reliant on non-European customers and forcing it to reconsider its European footprint and investment plans.
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