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
"Which are enforced by international agreements. At some point those don't matter anymore either"
and whose in charge of international agreements between US and Netherlands ??? I think you mix up between who in power here
also stop acting like ASML netherland produce the EUV machine, its not lol
ASML US branch actually produce more parts, so if EU want to cut off the US then they also self sabotage themselves since 50%+ machine for Giant EUV is happening at US soil
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.
US let Russia take a chunk of ukraine and China and Russia to certain extend let US control its own hemisphere
just eat up that some major power always playing geo-politic war games that exert its influences
they maybe have a friction and want to mess with each other but the domain of influence is always there and they generally dont want to cross the line for it
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?"
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.
"Which are enforced by international agreements. At some point those don't matter anymore either"
and whose in charge of international agreements between US and Netherlands ??? I think you mix up between who in power here
also stop acting like ASML netherland produce the EUV machine, its not lol
ASML US branch actually produce more parts, so if EU want to cut off the US then they also self sabotage themselves since 50%+ machine for Giant EUV is happening at US soil
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.
US let Russia take a chunk of ukraine and China and Russia to certain extend let US control its own hemisphere
just eat up that some major power always playing geo-politic war games that exert its influences
they maybe have a friction and want to mess with each other but the domain of influence is always there and they generally dont want to cross the line for it
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?"
> Given this thread, imagine a complete rupture of relations between US and EU
A Greenland invasion might lead to that.
It’s such ridiculous thing to suggest as a trigger, but here we are.
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