荷兰光刻机制造商ASML公布的数据显示，其2026年在欧洲的销售额降至零，相较2025年的1%和2024年的5%出现了大幅下滑1。ASML高管Frank Heemskerk直言"我们在欧洲绝对什么都没卖"1。这一急剧下降背后的根本原因是欧洲缺乏芯片工厂投资1。
针对这一困境，ASML呼吁欧盟采取行动创造对欧洲芯片的需求，强调仅有补贴支持晶圆厂建设还远不足够1。虽然欧洲目前正在推进多个芯片制造项目，包括英特尔在爱尔兰的5亿欧元投资、英飞凌的5亿欧元项目、ESMC在德累斯顿的15亿欧元计划，以及格芯与意法半导体的10.4亿欧元合作项目1，但这些工厂生产的均为成熟工艺芯片而非先进工艺产品1。此外，欧洲生产的高端芯片还需运往其他地区进行封装等后续工艺处理1。
Dutch semiconductor equipment manufacturer ASML announced that it sold "absolutely nothing" in Europe during 2026, marking a dramatic collapse from the previous year's performance.1 The company's European revenue fell from 1% of total sales in 2025 and 5% in 2024 to zero in 2026.1
ASML executives attributed the decline to insufficient chipmaking factory investments across the region. Frank Heemskerk, an ASML senior leader, stated the company is calling on European Commission President Ursula von der Leyen to collaborate on creating demand for European-made chips.1 According to the company, subsidies alone are insufficient to drive the necessary market conditions; the EU must take active steps to generate demand for semiconductor manufacturing within Europe.1
While several chip production projects are underway across the continent, none involve advanced extreme ultraviolet (EUV) lithography technology that would require ASML's most cutting-edge equipment.1 Ongoing fabrication initiatives include Intel's €500 million investment in Ireland, ESMC's €1.5 billion project in Dresden, Infineon's €500 million commitment, and a joint venture between GlobalFoundries and STMicroelectronics valued at €10.4 billion.1 Additionally, advanced chips produced in Europe require shipping to other regions for packaging, further limiting the market for sophisticated European manufacturing.1
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