Bloomberg claims that ASML has circulated an internal presentation titled 'No indication of any ASML EUV System in China,' which reportedly states there are 314 EUV systems currently operating worldwide and another 26 that have been retired. According to the document, none are located in China. The presentation further notes that EUV scanners continuously communicate with ASML, so the company can detect interruptions, abnormal activity, or connectivity issues. In addition, customers cannot simply dismantle, transport, and reinstall an EUV scanner without direct assistance from ASML due to specialized logistics and handling requirements.
ASML certainly understands concerns of the West regarding China, so claims it has never shipped an EUV tool to the People's Republic initially due to the Wassenaar Arrangement and then due to more recently imposed export controls.
"ASML regularly engages in transparent and open dialogue with government leaders globally," ASML told us. "We recognize the national security considerations behind export control regulations in the U.S. and the Netherlands. As a company, we are fully committed to abiding by all laws and regulations applicable to our business activities, including all applicable relevant export control regulations, and we have consistently adjusted our business to any development in export controls to comply to any new rules."
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Anton Shilov is a contributing writer at Tom\u2019s Hardware. Over the past couple of decades, he has covered everything from CPUs and GPUs to supercomputers and from modern process technologies and latest fab tools to high-tech industry trends. ","collapsible":{"enabled":true,"maxHeight":250,"readMoreText":"Read more","readLessText":"Read less"}}), "https://slice.vanilla.futurecdn.net/13-4-24/js/authorBio.js"); } else { console.error('%c FTE ','background: #9306F9; color: #ffffff','no lazy slice hydration function available'); } Anton Shilov Social Links Navigation Contributing Writer Anton Shilov is a contributing writer at Tom’s Hardware. Over the past couple of decades, he has covered everything from CPUs and GPUs to supercomputers and from modern process technologies and latest fab tools to high-tech industry trends.
Kranon_the_Relentless I think I'll trust Reuters as anyone claiming something is too complex for humans to reverse engineer is being naive. Reply
Key considerations
- Investor positioning can change fast
- Volatility remains possible near catalysts
- Macro rates and liquidity can dominate flows
Reference reading
- https://www.tomshardware.com/tech-industry/semiconductors/SPONSORED_LINK_URL
- https://www.tomshardware.com/tech-industry/semiconductors/asml-denies-us-government-report-that-its-euv-chipmaking-tool-was-shipped-to-china-says-rumors-are-inaccurate-and-damaging-to-our-reputation#main
- https://www.tomshardware.com/membership
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Informational only. No financial advice. Do your own research.