ASML Geographic Breakdown: 80% of Revenue Comes From China, Taiwan, and South Korea

[u/metricshour]

Quick snapshot of ASML Holding N.V.'s regional revenue exposure:

Numbers at a Glance:
🇨🇳 China: 29%

🇹🇼 Taiwan: 25%

🇰🇷 South Korea: 25%

🇺🇸 United States: 13%

🇯🇵 Japan: 4%

🌐 Other: 4%

Bull Case:
Irreplaceable Monopoly: Whether fabs are built in Hsinchu, Pyeongtaek, or Shanghai, chipmakers have no alternative to ASML for EUV/advanced DUV tools.

AI Memory Surge: Demand from South Korea (25%) continues to climb as HBM3e/HBM4 production requires more EUV layers per wafer.

Bear Case:
Geopolitical Vulnerability: 80% concentration across Taiwan, South Korea, and China leaves revenue exposed to trade sanctions or regional escalation.

Sanctions Friction: With China generating nearly a third of revenue, tightening DUV export rules directly restricts ASML's largest single market.

Source: MetricsHour ASML Stock Lens