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ASML sees significant China demand drop, Q3 bookings above estimates
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ASML sees significant China demand drop, Q3 bookings above estimates
Oct 14, 2025 10:49 PM

Oct 15 (Reuters) - 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 customer demand, and

therefore our China total net sales in 2026 to decline

significantly." ASML's CEO Christophe Fouquet said in a

statement.

ASML said it will communicate its new targets in

January.

"A slight beat in bookings means there will be no sales

decline in 2026, flat to growth", Michael Roeg of Degroof

Petercam said. "It could have been a stronger message".

($1 = 0.8607 euros)

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