➀ Chinese mainland has consistently been ASML's largest customer region, accounting for over 40% of its revenue. ➁ ASML's second-quarter 2024 financial results showed a slight decline in sales and profit. ➂ Chinese semiconductor companies are stockpiling advanced lithography machines due to potential trade restrictions, disrupting ASML's production plans. ➃ The expansion of mature process capacity in China is seen as both mitigating industry downturn and potentially overconsuming resources for advanced process research. ➄ Global semiconductor market concerns about overcapacity and the impact on future R&D investment.