Much attention recently to dominance of Dutch giant ASML in advanced lithography + US efforts to restrict exports to China. But the real workhorse of industry is less advanced lithography, currently subject of trilateral negotiations on new controls.

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steve hsu @hsu_steve · Feb 11, 2023

From Twitter

Good thread on DUV/EUV and chip war. IIRC ASML guidance is that 2023 revenue from PRC sales will not be impacted by the new agreements, which means lots of DUV machines sold there. Ofc subject to revision.. See my podcast with Asianometry

Tweet Feb 10, 2023

Much attention recently to dominance of Dutch giant ASML in advanced lithography + US efforts to restrict exports to China. But the real workhorse of industry is less advanced lithography, currently subject of trilateral negotiations on new controls.

by Paul Triolo

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