Updated
Updated · TechCrunch · Jun 25
Dutch Minister Opposes MATCH Act as 19% of ASML System Sales Come From China
Updated
Updated · TechCrunch · Jun 25

Dutch Minister Opposes MATCH Act as 19% of ASML System Sales Come From China

3 articles · Updated · TechCrunch · Jun 25

Summary

  • Washington meetings this week saw Dutch Trade Minister Sjoerd Sjoerdsma press Commerce Secretary Howard Lutnick and lawmakers to reject the MATCH Act, saying the stakes for the Netherlands are high.
  • The bill would bar Chinese chipmakers from Western semiconductor equipment and would hit ASML especially hard by extending curbs to its deep ultraviolet immersion machines, beyond the long-standing ban on its most advanced EUV tools.
  • China accounts for 19% of ASML’s net system sales, and the Dutch company is the world’s only maker of the lithography machines used to produce cutting-edge AI chips.
  • April’s bill has not yet reached a full House or Senate vote and would likely need to be folded into a broader legislative package to pass.

Insights

As US pressure mounts on ASML, will the global semiconductor supply chain fracture or find a new equilibrium?
Will America's hardline stance on chip tech exports ultimately accelerate China's path to technological self-sufficiency?