US tells ASML it's concerned one of its chipmaking tools may be in China, Bloomberg News reports
US Commerce Secretary Howard Lutnick claims an extreme ultraviolet lithography machine may be in China. ASML denies shipping any such machines or components to the country. The company states it can account for all 314 EUV machines ever shipped.
What changed
New details emerge regarding the total number of EUV machines shipped and ASML's requirement for constant employee upkeep of these tools.
Live updates
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ASML Denies US Claims of EUV Tool Shipments to China
confidence 90%US Commerce Secretary Howard Lutnick claims an extreme ultraviolet lithography machine may be in China. ASML denies shipping any such machines or components to the country. The company states it can account for all 314 EUV machines ever shipped.
What's confirmed:
- ASML has shipped 314 EUV lithography machines in total.
- ASML denies shipping any EUV machine or component to China.
- EUV lithography tools are produced in small quantities and require constant maintenance from ASML employees.
Still unconfirmed:
- US Commerce Secretary Howard Lutnick claims an EUV machine may be in China.
- US officials cite evidence of component and transport gear shipments to China.
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US and ASML dispute existence of EUV chipmaking tools in China
confidence 90%US Commerce Secretary Howard Lutnick claims an extreme ultraviolet lithography machine may be in China. ASML denies shipping any such scanners to the country and asserts it follows export controls. US officials cite evidence of component and transport gear shipments, though no complete system has been proven to be present.
What's confirmed:
- Commerce Secretary Howard Lutnick told ASML executives he believes an EUV lithography system may be in China.
- ASML denies shipping EUV scanners to China.
- Export curbs from the first Trump administration prohibit EUV exports to China.
- China accounted for 19% of ASML net system sales in the first quarter.
Still unconfirmed:
- The US has documented evidence of EUV transport equipment and component shipments to China.
- ASML has accounted for all 314 of its machines.
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US Expresses Concern Over ASML Chip Tool in China
confidence 90%US Commerce Secretary Howard Lutnick told ASML that a high-end chipmaking machine may have been exported to China. Such a move would violate US export restrictions. ASML denies the allegations and maintains it follows strict export practices.
What's confirmed:
- US Commerce Secretary Howard Lutnick informed ASML that a top chipmaking tool may have been exported to China.
- ASML denies that any such machines were shipped to China.
Still unconfirmed:
- A commercial logic exists that suggests ASML would not risk its export license to arm a Chinese customer.
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US Commerce Secretary Raises Concerns Over ASML Tool in China
confidence 100%US Commerce Secretary Howard Lutnick informed ASML that a high-end chipmaking machine may have been exported to China. This would violate US-led export restrictions. ASML denies that any such machines were shipped to China.
What's confirmed:
- US Commerce Secretary Howard Lutnick told ASML that Washington is concerned a top chipmaking machine may be in China.
- The suspected export would violate US-led export restrictions.
Still unconfirmed:
- ASML leadership stated that no EUV lithography machines had been shipped to China.
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US Expresses Concern Over Possible ASML EUV Tool in China
confidence 90%The US government has informed ASML that it suspects one of its most restricted chipmaking tools may be inside China. ASML has pushed back against these claims, stating such a diversion is impossible. The dispute centers on extreme ultraviolet lithography machines, which are barred from sale to China under US-led restrictions.
What's confirmed:
- The US government told ASML it is concerned one of its chipmaking tools may be in China.
- The tools in question are extreme ultraviolet lithography machines.
- US-led export restrictions prohibit ASML from selling EUV systems to China.
- ASML has pushed back against the US government's concerns.
Still unconfirmed:
- ASML is in crisis mode due to the alleged arrival of an EUV system in China.
- ASML stock dropped 2% following these concerns.
- ASML assured the US of export compliance.