ASML Q3 China Equipment Sales Soar 109% QoQ to 23% of System Shipments as Memory Makers Stockpile

ASML said Q3 2026 shipments to China jumped 109% quarter-over-quarter, lifting China's share of machine sales from 14% to 23% and putting the full-year share near 20% despite US pressure for tighter export curbs on less advanced tools. Executives attributed the surge to Chinese memory and storage makers stockpiling enough lithography equipment to support three years of expansion in case supply is cut off; ASML raised the lower end of 2026 sales guidance to €44B.