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ASML: Incremental demand in the China mainland market mainly comes from the logic chip sector.

MarsBitNews
Mars Finance news. In a video interview about its 2026 Q2 earnings released in the second quarter of 2026, ASML’s CFO, Dai Houjie, expects that the share of net sales from China mainland will be about 20% in 2026, staying consistent with the previously expected proportion. Since the total full-year net sales forecast for 2026 has been raised compared with the start of the year, it means that sales in the China mainland market will also be higher than initially expected. The incremental demand in the China mainland market mainly comes from the logic chip sector, led primarily by local demand. (Kechuang Board Daily reporter Huang Xinyi)
ASML0.04%
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