I foresee a small but significant risk that ASML may lose its DUV export license to China, which would severely impact the expected revenue normalization in this region during 2025. A downward ...

While it has historically sold its DUV lithography machines to China, the sale of its EUV machines remains restricted. In 2023, China accounted for 29% of ASML’s total sales, but this is ...

That could bring companies such as Nikon and Canon, which serve the more competitive deep ultraviolet (DUV) lithography segments, into ASML's market. However, until alternate products emerge ...