Mmastodon TechnologySemiconductors first seen 2 d ago, last 4 h ago, peak #1

ASML warns tighter US chip export 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 is warning that tougher U.S. restrictions on selling deep ultraviolet lithography equipment to China would backfire. China is projected to account for roughly 20% of ASML's sales in 2026, and the Dutch chip-equipment maker argues that cutting off access will not stop Chinese fabs from operating; instead, it will push state-backed Chinese firms to accelerate building their own domestic supply chains, undermining Western technology leadership.

Why now: Ongoing U.S.-China chip tensions and new export-control debates make ASML's warning timely for markets and policymakers.

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• 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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