This has been going on for a while and China had plenty of time to place orders ahead:

  "Wennink tells CNBC that the average lead time of ASML's machines is roughly a year and a half to two years and that “when you look at the relatively short expectations… of a potential recession, then customers are of course not canceling any orders because they could find themselves in the back of the queue when this" ...Jan 25, 2023