ASML stock
On October 2, 2026, a report released by the Centre for Technology & Statecraft disclosed that Chinese semiconductor manufacturers had acquired approximately 343 immersion deep ultraviolet (DUV) lithography systems by early 2026, including an estimated 270 ASML Twinscan NXT:1980i tools. Co--authored by former US export control and technology policy advisers Nicholas Brown and Saif Khan, the study has intensified political pressure on Washington and allied governments to impose a comprehensive export blockade on immersion lithography equipment to China, escalating potential regulatory risks to ASML's Chinese revenue stream.