ASML Holding NV CEO cautioned the European Union against direct semiconductor supply chain interference on June 9, 2026. The CEO urged the EU to prioritize domestic company development over emergency resource allocation measures. This strategy aims to reduce European reliance on foreign technology.
ASML currently generates approximately 80% of its revenue from Asia. European markets account for only about 1% of the company's total revenue. The company plans to expand production capacity to support rising demand from AI data centers.
Regulatory hurdles and lengthy approval processes in Europe may obstruct these expansion efforts. Financial analysis from GuruFocus indicates ASML stock is significantly overvalued according to its GF Value™ metric.