Comment by sschueller

12 days ago

ASML could also "brick" their machines running in the US.

no

  • Explain?

    • ASML is considered 'strategic' and its freedom to operate is significantly constrained by international politics, specifically US-led efforts to limit China's access to advanced semiconductor technology. The Dutch government, under pressure from the United States, has implemented and tightened export license requirements for various ASML products destined for China, including both advanced EUV and some older-generation DUV machines. These controls are tied to US export administration regulations, as some components and underlying technology in ASML machines are of US origin, giving the US jurisdiction. The company must comply with US law, which has led to actions such as rejecting job applications from nationals of sanctioned countries.

      Besides this, do you really think ASML's major shareholders, Capital Research and Management Company, Blackrock, Vanguard, would support a board that would consider 'bricking' US machines?

    • there is a reason why US can force ASML to stop selling its machine to China

      learn EUV technology history first, it originated from US department of energy research program, because of cost Gov decided to halt it but multiple private company take over the development but US Gov still hold a patent/license from that technology

      5 replies →

The USA basically owns ASML since they invented the tech it's why they have to ask the USA congress permission to do stuff.

  • ? EUV lithography was an international undertaking, some US research projects sure, but also Japanese (Hiroo Kinoshita, 80's), Russian (Georgiy Vaschenko, who is on all the patents for the 13.5 nm laser used (https://patents.google.com/?inventor=Georgiy+Vaschenko)), Dutch (of course), etc.

    It's kind of ironic to think of a company as state controlled by the US given how anti-state-controlled the US can be when it comes to companies. ASML has majority shareholders in US companies like Intel and co, but that doesn't mean the US government has a say in it.

    I mean they do because of international politics - just like the Dutch government has a say in things - but still.