China is targeting 70% local wafer sourcing as firms like Eswin scale 12-inch production, aiming to reduce reliance on foreign suppliers and support growing AI chip demand.
ASML shipped 48 EUV lithography systems and 131 immersion DUV tools in 2025, generating β¬32.7 billion in total revenue and ending the year with a β¬38.8 billion order backlog.