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Export-control debate intensifies: has China obtained ASML's EUV lithography machine despite Dutch embargo, and if so, what is the geopolitical cost?

ASML sanction enforcement and Dutch policy effectiveness questioned; if China has EUV access, semiconductor decoupling may accelerate.
Trade pressSlicast · July 6, 2026 · US · Source: The Economist
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CommentaryASML Presses €77 Million Daily Buyback as Washington Tightens China Controls and Homegrown DUV Tools EmergeCommentaryASML's High-NA Acceleration Draws UBS Upgrade, but China DUV Push and Export Policy Keep the Outlook Unresolved
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