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ASML expects China to account for about 20% of its total sales in 2026
Techmeme, citing the South China Morning Post, reports ASML's China sales surged 109% quarter over quarter in Q3.
TLDR
Techmeme, citing Xiaofei Xu of the South China Morning Post, says ASML expects China to account for about 20% of its total sales in 2026. Q3 sales there surged 109% quarter over quarter, lifting China's share of ASML's machine sales from 14% to 23%.
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