ASML Executive Says It Has No Sales in Europe

Commenters reacted to an ASML executive’s claim that the company has no sales in Europe because the region isn’t investing in chip fabs. Some framed the issue as a policy failure: one blamed Germany’s long-standing anti‑nuclear stance and the Green Party’s 1998/2002 decisions, another invoked Chernobyl as context, and a few suggested Russia influenced German energy policy to favor gas. A sarcastic post mocked Germany for shutting down power plants, while others asked whether Europe will accept being only a manufacturer or try to use a latecomer advantage to rebuild capabilities.

Others focused on technology and market strategy rather than energy politics. One commenter pointed to research claiming China can reach 3nm GAA with DUV instead of EUV, implying alternative paths to advanced nodes, and another argued that packaging, HBM, and system energy efficiency make the DUV/EUV or 5nm/3nm debate less decisive for some products. Some dismissed geopolitical influence claims as “tinfoil,” while others brought up environmental and governance comparisons between gas and nuclear. The discussion split between those blaming political and energy choices for Europe’s position and those emphasizing technical approaches and business economics as the determining factors.