On July 28, ASML Holding NV fell 3.7% in pre-market trading, extending the prior session's decline as concerns over China's semiconductor self-sufficiency progress continued to weigh on sentiment.
On the news front, reports indicated that a Chinese state-backed company has begun mass production of domestically-developed immersion deep ultraviolet (DUV) lithography machines, with initial targets of approximately 5 units this year and scaling to around 20 units by 2027. While ASML delivered 131 immersion DUV systems last year — far exceeding China's nascent output — investors remain concerned about long-term market share erosion.
Data shows ASML's China revenue share already declined from 19% in Q1 to 14% in Q2. Some analysts noted the selloff appears overdone, arguing the report merely cited a Chinese university professor's remarks at an internal meeting in June without disclosing substantive new information.
Within the semiconductor equipment sector, the overall group closed lower. Applied Materials and Lam Research fell 4%, KLA-Tencor dropped 3.7%, Teradyne shed 3.8%, while Amkor Technology tumbled 8.05%.
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