Bloomberg[1] has a breakdown based on ASML filings. For Q2, Japan, South Korea, and Taiwan made up 77% of ASML's orders, with China representing another 14%. Given China is on the list, I imagine this includes non-EUV tech as well given the sanctions.

The fact that Europe has incredibly limited frontier chip making capability is the issue, though. Even if they can produce other chips, its position is not at all resilient.

[1] https://www.bloomberg.com/news/articles/2026-09-22/asml-exec...

The US isn't in a whole lot better position. We've got Intel and Micron, but otherwise dependent on TSMC (and ASML).

I guess the US chip designers could switch to Intel as a fab if they had to, but there are not even any US-made DUV machines, so far from self-sufficient.