China accounts for 23% of ASML sales

ASML is the leading manufacturer of machinery for the manufacture of siliconbased on our continent. According to the results obtained during the third quarter, the most notable thing is not the record figures that the company has achieved by selling its machines for semiconductor lithographybut the representation that it has in the chinese market. ASML has increased its sales in this Asian country to represent almost a quarter of this revenue.

China accounts for 23% of ASML machinery sales

If we divide sales by areas, the clear winner is your neighbor Taiwan, with 32% of ASML sales destined for this Asian country. Secondly, there is South Korea which follows very closely with 31%, in third place is China with 23% and in last place the United States with 13%.

The growing demand for this type of tools by China is nothing more than the result of the expansion plans of Chinese manufacturers of memory and storage. We talk about CXMT and YMTCwho have purchased machinery DUV lithography to support this growth that aims to be executed in the next 3 years.

US pushes to limit ASML sales to China

A growing market despite pressure from United States for ASML to completely cut off shipments of any type of machinery to China. A prohibition that he wants to force allied countries to comply with according to the MATCH Law (Multilateral Alignment of Technology Controls on Hardware). A ban that would be added to the one already imposed on the export of advanced machinery EUV to the Asian country.

ASML could lose 23% of revenue if restrictions are extended

If the United States enforces this new ban on ASML, the manufacturer would have to give up the 23% of your incomesince it would practically be left unable to operate in the Asian country to defend the interests of the United States.