{"id":734297,"date":"2026-06-19T12:00:41","date_gmt":"2026-06-19T09:00:41","guid":{"rendered":"https:\/\/buradabiliyorum.com\/en\/the-us-says-asmls-top-chip-tool-may-be-in-china-asml-says-it-isnt\/"},"modified":"2026-06-19T12:00:41","modified_gmt":"2026-06-19T09:00:41","slug":"the-us-says-asmls-top-chip-tool-may-be-in-china-asml-says-it-isnt","status":"publish","type":"post","link":"https:\/\/buradabiliyorum.com\/en\/the-us-says-asmls-top-chip-tool-may-be-in-china-asml-says-it-isnt\/","title":{"rendered":"The US says ASML’s top chip tool may be in China. ASML says it isn’t"},"content":{"rendered":"
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According to Bloomberg, U.S. Commerce Secretary Howard Lutnick has, in a series<\/a> of recent meetings, told senior ASML executives he\u2019s concerned that one of the Dutch chipmaker\u2019s extreme ultraviolet lithography machines \u2014 the EUV systems that are the only tools on Earth capable of printing the most advanced semiconductor patterns \u2014 may have ended up in China<\/a>. That would be a major breach of export controls that have barred ASML from selling EUV to China since the first Trump administration.<\/p>\n

It\u2019s a serious claim. Senior administration officials told Bloomberg they have evidence that ASML shipped EUV-related components and transport equipment to China, though they\u2019ve declined, repeatedly, to show it \u2014 to Bloomberg or, app<\/a>arently, to ASML itself. The company says no such machine exists in China and has never existed there. The Commerce Department didn\u2019t respond to Bloomberg\u2019s questions about whether it has evidence of an actual EUV system on Chinese soil.<\/p>\n

You might think this isn\u2019t worth paying attention to if you\u2019re outside the chip industry, but it is. ASML is a Dutch company most people have never heard of, but it is, by a wide margin, the most important company in the global AI buildout that isn\u2019t named Nvidia or one of the hyperscalers. It makes the only machines on the planet capable of EUV lithography \u2014 the process of printing the microscopic circuit patterns that define the most advanced chips.<\/p>\n

Every cutting-edge processor made by TSMC, the foundry behind Nvidia\u2019s and Apple\u2019s chips, depends on ASML tools that took the company roughly two decades and untold billions to develop. There is, at present, no second supplier. That monopoly has made ASML Europe\u2019s most valuable public company, with a market capitalization that has been trading in the neighborhood of $700 billion as of this week, up sharply over the past year on the back of insatiable AI-driven chip demand.<\/p>\n

That scale is exactly why the China question matters so much. If even one EUV machine made it into Chinese hands, it would represent one of the most consequential breaches of the export-control regime the U.S. has built over the past several years to keep advanced AI capability out of Beijing\u2019s military and industrial base.<\/p>\n

I sat down with ASML CEO Christophe Fouquet six weeks ago, well before this story broke, and asked him directly about the China question.<\/p>\n

Fouquet told me ASML tracks every machine it has ever shipped \u2014 they\u2019re either in active use with monitored customers or have been dismantled and returned to the company. He said the firm built an internal firewall years ago: employees who can access EUV technology<\/a>, documentation, and training are walled off from those who can\u2019t, and ASML\u2019s China-based staff sit on the wrong side of that wall by design. He argued the only reason ASML could build an EUV machine at all was that 80% of it already existed from decades of prior knowledge, and that solving the one genuinely new problem \u2014 generating EUV light itself \u2014 took 20 years on its own. His broader point seemed to be that you can\u2019t reverse-engineer a machine you\u2019ve never had, and nobody in China has had one.<\/p>\n

There\u2019s also a simpler commercial logic that cuts against the idea that ASML would risk its export license to quietly arm a Chinese customer. ASML does sell older-generation deep ultraviolet tools to China \u2014 gear it first shipped a decade ago \u2014 but Fouquet framed that explicitly as a protective calculation, not a loophole. The idea, he suggested, is that it keeps enough of a generational gap that customers can still do business \u2014 but without manufacturing its own future competitor. ASML expects roughly 20% of its 2026 revenue to come from already-permitted sales to China. Risking the EUV ban entirely would put that revenue, and the company\u2019s standing as the most valuable monopoly in European industry, on the line over a single illegal sale.<\/p>\n

None of this proves the allegations are false. The government hasn\u2019t yet made its evidence public, and it\u2019s worth withholding judgment until it does.<\/p>\n

The Commerce Department, under Lutnick\u2019s leadership, agreed late last year to put up to $150 million of taxpayer money into xLight, a startup developing a next-generation light-source technology that\u2019s been written about as a long-term challenge to the core of ASML\u2019s EUV monopoly. xLight\u2019s own CEO told me last year that the company sees itself as a future partner to ASML, not a rival, building hardware meant to plug into ASML\u2019s machines rather than replace them. When I put that framing to Fouquet in May, he was polite about it but unconvinced; ASML, he made clear, doesn\u2019t see itself as needing xLight\u2019s technology to keep its lead. <\/p>\n

Does that have anything to do with why Lutnick is suddenly pressing ASML on EUV? Nothing public connects the two. It could be entirely unrelated. But a federal official scrutinizing a monopoly while his own agency has money riding on a startup angling to improve that monopoly\u2019s core technology is worth examining.<\/p>\n

xLight isn\u2019t the only outside bet on the future of lithography. Peter Thiel \u2014 who has his own long-running ties to Trump\u2019s political orbit \u2014 has backed Substrate<\/a>, a separate startup explicitly pursuing its own EUV-rival technology, with ambitions to compete with ASML more directly than xLight says it intends to.<\/p>\n

As Bloomberg notes, a bipartisan bill moving through Congress would go much further than EUV \u2014 it calls for an effective ban on all of ASML\u2019s deep ultraviolet (DUV) shipments to China, the less advanced lithography tools that account for roughly a fifth of the company\u2019s expected 2026 revenue. The bill cleared a key committee in April, and the Trump administration hasn\u2019t taken a formal position on it.<\/p>\n

Pictured above: ASML CEO Christophe Fouquet<\/em><\/p>\n<\/div>\n

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Source<\/a><\/span><\/p>\n","protected":false},"excerpt":{"rendered":"

According to Bloomberg, U.S. Commerce Secretary Howard Lutnick has, in a series of recent meetings, told senior ASML executives he\u2019s concerned that one of the Dutch chipmaker\u2019s extreme ultraviolet lithography machines \u2014 the EUV systems that are the only tools on Earth capable of printing the most advanced semiconductor patterns \u2014 may have ended up…<\/p>\n","protected":false},"author":1,"featured_media":734298,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"fifu_image_url":"https:\/\/techcrunch.com\/wp-content\/uploads\/2026\/05\/GettyImages-2250757778.jpg?resize=1200,800","fifu_image_alt":"","footnotes":""},"categories":[18],"tags":[77337],"class_list":["post-734297","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-technology","tag-ai"],"_links":{"self":[{"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/posts\/734297","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/comments?post=734297"}],"version-history":[{"count":0,"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/posts\/734297\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/media\/734298"}],"wp:attachment":[{"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/media?parent=734297"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/categories?post=734297"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/tags?post=734297"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}