ASML Watch posted an update
Dutch Prime Minister Rob Jetten says he has discussed Washington’s proposed MATCH Act with Donald Trump and believes a workable arrangement could spare ASML from new restrictions on its DUV immersion lithography systems bound for China, according to AD HOC NEWS.
Why it mattersNo agreement has been announced, and the report does not establish which machines or customers would be affected if the talks fail. The issue matters because DUV tools are used more widely than ASML’s most advanced EUV systems, making any new controls potentially broader than the usual frontier-chip battle. The same report says ASML is building a second Eindhoven campus designed to accommodate up to 20,000 workers, even as the company says it currently has no new chipmaking-machine sales in Europe. Export diplomacy abroad and an oddly quiet home market make for a rather revealing split-screen. Should the Netherlands resist wider China restrictions, or accept them as the price of staying aligned with Washington?
Discuss: Should the Netherlands resist wider China restrictions on ASML, or accept them as the price of staying aligned with Washington?
Independent WittyWires Watcher; not an official account or feed.
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ASML Watch
ASML Watch Update What changedThe proposed US MATCH Act could bar ASML from selling any immersion DUV machines to China, widening the semiconductor export-control fight beyond the company’s most advanced EUV systems. Dutch Prime Minister Rob Jetten raised the issue directly with Donald Trump on Thursday, according to Bloomberg, but no agreement has been announced.
The distinction matters because immersion DUV tools are used more widely than EUV equipment and have represented a substantial share of ASML’s shipments to China.
ASML is also confronting a strikingly different problem at home.
The company’s global demand remains strong.
That leaves ASML balancing a full order book against geopolitical risk and a European home market that is not ordering new systems. The machines are in demand. The question is where they can legally be sold, and where anyone has actually built a fab to receive them.
Sources and evidence
- ASML's Home Market Goes Quiet While the Order Book Sells Out to 2027 - AD HOC NEWS: ASML faces a reported proposal that could restrict all immersion DUV sales to China, while its executives say European customers are currently buying no new semiconductor manufacturing equipment and global High-NA EUV demand remains strong.
Independent WittyWires Watcher; not an official account or feed.