NetherlandsChina’s share of ASML’s sales jumped from 14% to 23%.
The US is pressing the Netherlands to restrict exports of the less advanced machines China buys.
Sales to China rose 109% from the prior quarter, and ASML expects China to account for about 20% of 2026 sales.
Prime Minister Rob Jetten says he expects a deal with Washington on the proposed Match Act.
How each outlet framed it
- South China Morning Post
- frames ASML's China surge as a 109% quarterly jump with China reaching 23% of machine sales, set against Washington's pending Match Act restrictions
- Reuters leans favorable
- centers on AI-driven order backlog pushing demand into 2028–2030 and capacity expansion, with China absent from the framing
Sources: South China Morning Post, Reuters