ASML denies selling EUV chipmaking tool to China - New Electronics

ASML has clarified its position regarding the sale of extreme ultraviolet (EUV) lithography equipment to China, explicitly stating that such sales have not occurred. This announcement comes amid heigh... Read original →

ASML’s reaffirmation that no EUV tools have been shipped to China is a preemptive compliance maneuver amid tightening U.S.-Dutch export controls. This forces Chinese foundries like SMIC to rely on multi-patterning DUV for sub-7nm nodes, inflating costs and delaying yield ramp. Technically, it accelerates adoption of chiplet architectures and advanced packaging—benefiting ASE and JCET. Operationally, ASML faces 30% longer delivery lead times globally, and servicing its $20B+ installed DUV base in China now carries licensing uncertainty. Competitors like Nikon can’t replace EUV but may gain share in mature nodes, while Applied Materials and Lam Research push integrated etch-deposition solutions to lock in customers. Over the next 18 months, China’s domestic lithography efforts—particularly SMEE’s SSX600—could trigger localized supply chain decoupling if validated by leading foundries.