Missed Nvidia in 2009? This Rare Signal Is Flashing Again.In 2009, a “Double Down” signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same “Total Conviction” signal is flashing for a company 1\/100th the size of Nvidia. Continue \u00bb<\/a><\/p>\n Image source: Getty Images.<\/p>\n But in late July, ASML’s stock dipped after The Information reported that an unnamed Shanghai-based company backed by the Chinese government had begun manufacturing its own deep ultraviolet (DUV) lithography systems. Let’s see whether that pullback was justified and whether investors should buy the dip.<\/p>\n Does the Chinese market still matter to ASML?<\/p>\n ASML has never shipped a single EUV system to China, and it was officially barred from selling those advanced systems to Chinese chipmakers in 2018. It was still allowed to sell DUV systems in China, which are older and used to produce larger chips.<\/p>\n But over the past four years, ASML was pressured to gradually stop shipping its higher-end DUV systems to China. Today, the company ships only its lower-end DUV systems — which are used to produce less-powerful chips for the automotive, power management, and Internet of Things (IoT) markets — to Chinese chipmakers.<\/p>\n As a result, ASML’s revenue from China fell from a peak of 41% of its system sales in 2024 (as chipmakers ramped up their orders before the restrictions were tightened) to 23% in 2025. That percentage dropped to just 16% in the first half of 2026, but ASML expects China to still account for about a fifth of its total revenue for the full year.<\/p>\n Therefore, China remains an important market for ASML, even if it doesn’t purchase any of its top-tier EUV systems. If Chinese semiconductor equipment makers accelerate their production of homegrown DUV systems, it could hasten the decline of ASML’s Chinese business.<\/p>\n But at the same time, its soaring sales of EUV systems — which are crucial for producing high-end AI chips outside of China — could easily offset that decline. As a long-term ASML investor, I’d keep an eye on China’s development of its own DUV systems — which was inevitable due to the export curbs — but I wouldn’t sell the stock. Instead, these headline-driven dips could still be good buying opportunities for long-term investors.<\/p>\n Don\u2019t miss this second chance at a potentially lucrative opportunity<\/p>\n Ever feel like you missed the boat in buying the most successful stocks? Then you\u2019ll want to hear this.<\/p>\n On rare occasions, our expert team of analysts issues a \u201cDouble Down\u201d stock<\/a> recommendation for companies that they think are about to pop. If you\u2019re worried you\u2019ve already missed your chance to invest, now is the best time to buy before it\u2019s too late. And the numbers speak for themselves:<\/p>\n Nvidia:if you invested $1,000 when we doubled down in 2009,you\u2019d have $581,599!*Apple: if you invested $1,000 when we doubled down in 2008, you\u2019d have $59,719!*Netflix: if you invested $1,000 when we doubled down in 2004, you\u2019d have $399,832!*<\/p>\n Right now, we\u2019re issuing \u201cDouble Down\u201d alerts for three incredible companies, available when you joinStock Advisor, and there may not be another chance like this anytime soon.<\/p>\n See the 3 stocks \u00bb<\/a><\/p>\n *Stock Advisor returns as of August 10, 2026. <\/p>\n Leo Sun<\/a> has positions in ASML. The Motley Fool has positions in and recommends ASML, Intel, and Taiwan Semiconductor Manufacturing. The Motley Fool has a disclosure policy<\/a>.<\/p>\n <\/p>\n","protected":false},"excerpt":{"rendered":"ASML(NASDAQ: ASML) is a linchpin of the global semiconductor market. The Dutch company is the world’s largest producer…\n","protected":false},"author":2,"featured_media":36887,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[59],"tags":[65,578,575,574,577,576,579,4527,806,79],"class_list":["post-36886","post","type-post","status-publish","format-standard","has-post-thumbnail","category-asml","tag-asml","tag-futures","tag-index-market-quote","tag-index-market-quotes","tag-index-market-symbol","tag-index-market-symbols","tag-indices","tag-nvda","tag-nvidia-corp","tag-the-globe-and-mail"],"_links":{"self":[{"href":"https:\/\/www.europesays.com\/netherlands\/wp-json\/wp\/v2\/posts\/36886","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/netherlands\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/netherlands\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/netherlands\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/netherlands\/wp-json\/wp\/v2\/comments?post=36886"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/netherlands\/wp-json\/wp\/v2\/posts\/36886\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/netherlands\/wp-json\/wp\/v2\/media\/36887"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/netherlands\/wp-json\/wp\/v2\/media?parent=36886"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/netherlands\/wp-json\/wp\/v2\/categories?post=36886"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/netherlands\/wp-json\/wp\/v2\/tags?post=36886"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}![\"Two](\"https:\/\/barchart-news-media-prod.aws.barchart.com\/FC\/86704fee8dfa7e5601b254c0ad276129\/%3Furl%3Dhttps%253a%252f%252fg.foolcdn.com%252feditorial%252fimages%252f882284%252ftwo-silicon-wafers.jpg%26amp%3Bw%3D700\"\/)
<\/p>\n