US officials claim ASML's advanced chip tool may be in China; ASML denies breach of export controls
By
Connie Loizos
A baker's-dozen of insight crammed into one ring.
Summary
U.S. Commerce Secretary Howard Lutnick has raised concerns with ASML executives that one of the company's advanced EUV lithography machines may have ended up in China, which would represent a major breach of export controls in place since the first Trump administration. ASML denies the claim. The article examines the commercial logic against such a risk, noting that ASML would be unlikely to jeopardize its export license to supply a Chinese customer.
Key quotes
· 4 pulledU.S. Commerce Secretary Howard Lutnick has, in a series of recent meetings, told senior ASML executives he's concerned that one of the Dutch chipmaker's extreme ultraviolet lithography machines may have ended up in China.
That would be a major breach of export controls that have barred ASML from selling EUV to China since the first Trump administration.
Senior administration officials told Bloomberg they have evidence that ASML shipped...
There's a commercial logic that cuts against the idea that ASML would risk its export license to arm a Chinese customer.
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