ASML Holding N.V.ASML
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Semiconductors
ASML Holding N.V.Theme Impact
Off-coverage companies 1
Shanghai Aishengna Electronic Technology GroupPrivate± Mixed
relevance
ASML Holding N.V.ASML Holding rebounded approximately 6.8% in Thursday's U.S. regular-session trading as the semiconductor sector recovered from a five-session decline. The advance followed an earlier selloff triggered by reports that Shanghai Aishengna Electronic Technology Group, a state-backed Chinese equipment producer, had begun manufacturing domestic deep-ultraviolet lithography systems, which had erased about 60 billion of ASML's market value. China represented 29% of ASML's 2025 sales, contributing approximately 9.5 billion entirely through DUV machines and related services, while export controls prevent ASML from selling its more advanced extreme-ultraviolet systems to Chinese customers. China reportedly plans to manufacture five domestic systems during 2026 and approximately 20 during 2027, compared with ASML's 279 DUV machines sold globally last year and approximately 12 billion in revenue from those products. Questions remain about the processing performance, reliability and production speed of China's new machines, supporting the view that ASML retains a substantial technical lead.
ASML Holding N.V.