Comment by PeterStuer

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?