According to Reuters, ASML, the world's largest supplier of chip manufacturing equipment, said on the 15th that its overall business will benefit from the continued growth in investments in the field of artificial intelligence, but it is expected that the Chinese market demand will decline significantly in 2026.
The logo of ASML, a Dutch lithography machine manufacturer (photo for reference). Source: Foreign media
On October 15th local time, Christophe Fouquet, CEO of ASML Holding, stated that the company's business is showing "positive momentum" due to investments related to artificial intelligence, and it is also expanding its business to more customers, involving advanced logic chips for smartphones and AI data centers, as well as high-end memory chips required for AI.
However, Fouquet said, "We expect a significant decline in demand from Chinese customers, as well as net sales in China in 2026."
The report pointed out that the lithography machines produced by ASML are key equipment for chip manufacturing, mainly supplied to companies such as TSMC in Taiwan, to produce artificial intelligence chips for chip design companies such as NVIDIA and Intel in the United States, and SMIC in mainland China. In addition, ASML also provides services to memory chip manufacturers such as Samsung Electronics, SK Hynix in South Korea, and Micron Technology in the United States.
According to data from London Stock Exchange Group, ASML reported a net profit of 2.12 billion euros in the third quarter, which is basically in line with the market analysis expectation of 2.11 billion euros.
Kong Erjun
Original: https://www.toutiao.com/article/7561390338569404968/
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