ASML's European revenue share dropped to 0% in Q1 and Q2 2026, down from 1% in 2025 and 5% in 2024; ASML is urging EU authorities to create demand for EU chips (Anton Shilov/Tom's Hardware)

ASML’s European revenue share falling to 0% in Q1 and Q2 2026 underscores how weak demand in Europe is translating into a broader industrial and technology competitiveness problem, despite years of semiconductor-fabric investment. For CIOs and technology leaders, the strategic takeaway is that chip supply chains remain highly concentrated and policy-driven, so enterprise roadmaps, sourcing strategies, and long-term infrastructure planning should assume continued volatility in regional semiconductor availability and pricing.