Dutch semiconductor equipment maker ASML reported selling no machines in Europe throughout 2026, citing export restrictions and calling on the EU to address demand creation.
ASML, the world's leading supplier of chip-making equipment, disclosed that it recorded zero sales in Europe during 2026. The company attributed the collapse to ongoing export restrictions that limit its ability to serve the region.
The Dutch manufacturer, which produces extreme ultraviolet (EUV) lithography machines critical for advanced chip production, has faced increasing trade restrictions from both the U.S. and Netherlands. These controls prevent ASML from selling its most advanced equipment to certain markets, particularly China.
In a statement, ASML urged the European Union to take action to stimulate demand for semiconductor manufacturing capacity within Europe. The appeal suggests the company views EU intervention as necessary to restore its European sales pipeline.
Europe has invested heavily in semiconductor self-sufficiency following supply chain disruptions. However, ASML's zero European sales indicate that existing customers may have exhausted their purchasing cycles or that new capacity investments have stalled.
The situation reflects broader tensions in the semiconductor industry. Export controls designed to limit advanced chip technology access to specific countries have created an unintended consequence: reduced equipment sales even in allied nations.
ASML's comments add pressure on EU policymakers to balance security concerns with industrial competitiveness. European chipmakers and equipment suppliers argue that restrictive policies, while intended to protect against geopolitical threats, ultimately weaken Europe's position in global semiconductor markets.
The company's disclosure also highlights challenges facing Europe's chip ambitions. Major initiatives like the European Chips Act aim to increase local chip production capacity, but equipment suppliers face constraints in supporting these goals.
ASML continues to operate under export licenses that vary by destination. The 2026 zero-sales figure serves as a data point in ongoing debates about how export controls should be calibrated to support allied industrial capabilities without compromising national security objectives.
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