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ASML sees significant China demand drop, Q3 bookings above estimates

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ASML, the world’s biggest supplier of computer chip-making equipment, on Wednesday warned that it expected a significant fall in demand from China next year despite its third quarter bookings beating market forecasts.

The Dutch group’s net bookings, the most closely watched figure in the industry, were 5.40 billion euros ($6.27 billion)in the third quarter of 2025, versus analysts’ consensus estimate of 5.36 billion euros according to researcher Visible Alpha.

“We do not expect 2026 total net sales to be below 2025… On the other hand, we expect China…

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