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In a video interview on the financial report for the second quarter of 2026, ASML Chief Financial Officer Dai Houjie predicted that the mainland China market would account for about 20% of net sales in 2026, which is in line with previous expectations. Since the total net sales forecast for the full year 2026 is higher than at the beginning of the year, this means that sales in the mainland China market will also be corresponsively higher than expected at the beginning of the year. The incremental demand in the mainland China market mainly comes from the field of logic chips, and is dominated by local demand.

Zhitongcaijing·07/15/2026 06:38:33
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In a video interview on the financial report for the second quarter of 2026, ASML Chief Financial Officer Dai Houjie predicted that the mainland China market would account for about 20% of net sales in 2026, which is in line with previous expectations. Since the total net sales forecast for the full year 2026 is higher than at the beginning of the year, this means that sales in the mainland China market will also be corresponsively higher than expected at the beginning of the year. The incremental demand in the mainland China market mainly comes from the field of logic chips, and is dominated by local demand.