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
If putin, then trump and their people agreed on that we are no longer living in a rule based world, patents, licences etc. would hold little value. Realpolitik of the globe will kick everyone's ass.
Given this thread, imagine a complete rupture of relations between US and EU such that US orders US companies to stop supplying hardware or services to EU.
In this scenario, I don't think it is correct to consider normal business relations, rather "is it *materially* possible?"
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
> patent/license
Which are enforced by international agreements. At some point those don't matter anymore either and is also the point of the article.
Also Zeiss a Germany company is the only one that can make the optics required.
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If putin, then trump and their people agreed on that we are no longer living in a rule based world, patents, licences etc. would hold little value. Realpolitik of the globe will kick everyone's ass.
1 reply →
It's a joint venture with US companies. We talk about it as purely European, but it's not.
Given this thread, imagine a complete rupture of relations between US and EU such that US orders US companies to stop supplying hardware or services to EU.
In this scenario, I don't think it is correct to consider normal business relations, rather "is it *materially* possible?"
3 replies →