Mmastodon TechnologySemiconductors first seen 2 d ago, last 49 min ago, peak #1

ASML says 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

Dutch chip-equipment maker ASML has warned that tougher U.S. restrictions on exporting deep ultraviolet lithography machines to China will prove counterproductive. With China expected to account for roughly 20% of ASML's sales in 2026, the company argues the curbs will not halt Chinese fabs but instead push state-backed firms to accelerate building their own domestic supply chains, reducing reliance on Western equipment over time.

Why now: New US export restrictions on lithography equipment are reshaping the global semiconductor industry and supply chains.

ASMLUnited StatesChina

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Rank over time, top of the chart is #1. 4 snapshots from 4 h ago to 49 min ago.

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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