On July 29, ASML Holding NV declined 3.16% overnight, trading at $1,531.0/share with turnover of $12.48 million, extending losses for the third consecutive trading session.

The ongoing selloff stems from reports that a Shanghai-based, state-backed enterprise has commenced mass production of domestically developed immersion DUV lithography machines, with initial targets of five units in 2026 and approximately 20 units by 2027. While the output remains far below ASML's 131 immersion DUV systems delivered last year, the market is concerned that the acceleration of China's semiconductor self-sufficiency drive could erode ASML's long-term monopoly position. ASML's China revenue share has already contracted from 19% in Q1 to 14% in Q2, intensifying investor anxiety over future growth prospects.

Within the Semiconductor Equipment sector, broad weakness persists. Among peers, Applied Materials fell 5.38%, Lam Research fell 4.89%, KLA-Tencor fell 11.84%, and Amkor Technology fell 4.79%, while Teradyne rose 6.66%.

(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)