NuAxi Stream - Real-Time Semiconductor Intelligence

20:03Impact score 0

ASML Shipments to China Surge to 23% of System Sales in Q3 2026

ASML's Q3 2026 financial results show shipments to China surged to 23% of system sales, up from 14% in the previous quarter, becoming one of its strongest areas. Chinese semiconductor manufacturers are rushing to stockpile more tools. Taiwan remains the largest buyer at 32%, followed by South Korea at 31%. The United States is reportedly pressuring the Dutch government to completely halt tool exports to China. CXMT and YMTC have secured sufficient DUV lithography tools from ASML to support their growth plans for the next three years.

shipments to Chinasystem salesASML, Chinese semiconductor manufacturers and 4 totalTechPowerUpInventory Shift

	$0.68	−5.9%
	$0.75	+0.2%
	$386.74	−21.3%
	$88.40	−0.2%
2026-W13	$14.89	−11.2%
	$478.20	+8.2%
	$0.68	−61.7%Unusual
	$0.01	+54.0%Unusual
	$0.12	−82.8%Unusual
2026-W13	$0.44	−12.5%
	$288.43	n/a

NuAxi Stream - Real-Time Semiconductor Intelligence

Wed, Oct 14

ASML Shipments to China Surge to 23% of System Sales in Q3 2026

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