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ASML warns tighter US chip curbs on China will backfire

Original: ASML warns that tougher U.S. restrictions on selling deep ultraviolet lithography gear to China will backfire. With Chin

ASML, the Dutch maker of lithography equipment, warns that proposed tougher U.S. restrictions on exporting deep ultraviolet lithography machines to China would be counterproductive. China is projected to account for roughly 20% of ASML's sales in 2026, and the company argues that cutting access will not stop Chinese fabs; instead, it will push state-backed firms to develop their own domestic supply chains faster.

Why now: Ongoing US-China chip tensions and new export restriction proposals make the impact on ASML's China business a live concern.

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Evidence

• ASML warns that tougher U.S. restrictions on selling deep ultraviolet lithography gear to China will backfire. With China projected to drive 20% of ASML’s 2026 sales, cutting access doesn't stop Chinese fabs—it simply forces state-backed firms to build their own supply chains,… · asiaai · 4

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