On July 28, ASML Holding NV fell 4.26% in regular trading, trading at $1,567.71/share, with turnover of $565 million, extending earlier session losses that exceeded 7%.

On the news front, reports indicated that a Chinese state-backed company has begun mass producing domestically developed immersion deep ultraviolet (DUV) lithography machines, with initial targets of approximately 5 units this year and 20 units by next year. While the volume remains far below ASML's 131 immersion DUV systems delivered last year, the market is concerned that accelerating Chinese semiconductor self-sufficiency could erode ASML's long-term market share.

ASML's China revenue contribution has already declined from 19% in Q1 to 14% in Q2, amplifying investor concerns over growth prospects. The broader semiconductor equipment sector sold off heavily, with Lam Research down 8.17%, Applied Materials down 6.66%, KLA-Tencor down 6.28%, Amkor Technology down 21.22%, and AXT Inc down 14.64%. Some analysts noted the selloff appears overdone given the still-significant gap in production scale and technology.

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