On July 30, ASML Holding NV fell 3.08% in regular trading, trading at $1,533.63/share with turnover of $1.841 billion, extending a multi-session decline.
On the news front, a Chinese state-backed enterprise has begun mass-producing self-developed immersion deep ultraviolet lithography machines, with plans to deliver approximately 5 units this year and scale to around 20 units next year. While the output gap remains significant compared with ASML's 131 immersion DUV systems delivered last year, the market is concerned that accelerating semiconductor self-sufficiency in China will erode ASML's long-term monopoly position.
Data shows ASML's China revenue share declined from 19% in Q1 to 14% in Q2, with continued revenue contraction compounding investor concerns over growth prospects. Some analysts have noted that the sell-off may be overdone given the still-wide technology and volume gap, but sentiment remains pressured as China's chip supply chain localization enters a new phase.
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