ASML ADR is trading down 1.22% at $1106.05 in pre-market after a Dutch TV report alleged the company sold parts and equipment to Chinese entities, including subsidiaries linked to the Chinese army, renewing concerns over its geopolitical exposure.
- Analysis indicates that over 25% of ASML’s 2025 revenue is tied to China, highlighting the long-term risk posed by U.S.–Dutch export controls and China’s self-sufficiency push.
- ASML stated it cannot confirm the report but emphasized that it fully complies with all export laws and that any shipped equipment was either licensed or outside restrictions.