US: One of ASML's EUV machines may have ended up in China — ASML denies it

Friends, a semiconductor update: the US says one of ASML’s EUV machines may have reached China; ASML flatly denies this.

Bloomberg reports the Commerce Secretary raised the matter with ASML’s leadership; authorities allege component shipments and transport but have shown no proof. ASML says it tracks every machine and has no EUV systems in China.

Why it matters: EUV is ASML’s singular technology, essential for advanced chips and for export‑control leverage. There are also concerns about possible conflicts of interest from state investments in startups building related tech.

Do regulators and manufacturers offer enough transparency?

#semiconductors #lithography #exportcontrols #AI