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Roger Dassen
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Roger Dassen

ASML's CFO and EVP, presenting guidance that put European chip sovereignty under pressure in Q2 2026.

Last refreshed: 17 May 2026 · Appears in 1 active topic

Key Question

Can ASML sustain its EUV monopoly as China revenue collapses and Chips Act II reshapes European fab investment?

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Common Questions
Why did ASML's share price fall after Q2 2026 guidance?
ASML's Q2 2026 guidance midpoint of €8.7bn came in roughly €300m below analyst consensus of ~€9.0bn, alongside a steep fall in China revenue from 36% to 19% of Q1 sales — both driven by US export controls.Source: ASML Q2 2026 investor call
How much of ASML's revenue comes from China in 2026?
China's share of ASML revenue fell to 19% in Q1 2026, down from 36% the previous quarter, as US export control enforcement restricted shipments of advanced lithography equipment.Source: ASML Q1 2026 earnings, April 2026
Who is Roger Dassen and what is his role at ASML?
Roger Dassen is ASML's Chief Financial Officer and Executive Vice President, a Board of Management member since 2018. He leads financial communications and presented ASML's below-consensus Q2 2026 guidance in April 2026.

Background

Roger Dassen is Executive Vice President and Chief Financial Officer of ASML Holding NV, the Dutch semiconductor equipment company and sole global producer of extreme ultraviolet (EUV) lithography machines. He joined ASML's Board of Management in 2018 and was reappointed for a four-year term expiring in 2030. Dassen presented ASML's Q2 2026 guidance on 15 April 2026, setting a midpoint of €8.7bn — roughly €300m below analyst consensus — alongside disclosure that China's share of revenue collapsed from 36% to 19% of Q1 2026 sales, a direct consequence of US export control enforcement.

Before ASML, Dassen was a senior partner at Deloitte Netherlands. He is the public face of ASML's financial communications and has become a de facto spokesperson for European semiconductor sovereignty concerns, regularly articulating the tension between export controls and European industrial strategy.

ASML's full-year 2026 guidance holds at €36-40bn in net sales, but the China revenue compression shapes the political context for Chips Act II. With the Commission seeking direct equity-stake authority in semiconductor fabs under Chips Act II, the divergence between ASML's financial exposure and Brussels' ambitions is a live tension Dassen navigates in every investor call.