ASML
4 briefs
The US Is Trying to Cut Off ASML from China While Its President Is in Beijing Asking China for Favors
The MATCH Act gives the Netherlands a 150-day deadline to stop ASML sales to China -- and The Hague is openly refusing, catching Washington in a contradiction it cannot resolve.
Congress Wants to Force US Allies to Choose: Sell Chip Equipment to China, or Sell to America
The MATCH Act passed committee and gives the Netherlands and Japan 150 days to align their export restrictions with US rules or face their own restrictions. The allies have not agreed. The global semiconductor supply chain has not been consulted.
Congress Is Trying to Lock China Out of the Chip Industry. Nvidia Says That's the Wrong Move.
The MATCH Act would block China from buying the machines that make advanced chips. Jensen Huang says restricting China just makes it build faster.
The Chip War Is Now a Two-Front Battle, and the US Is Losing the Material That Wins It
The MATCH Act would cut China off from Dutch chipmaking tools. China's InP export controls just cut the world off from the material that makes AI data centers run. Washington is winning the equipment war while Beijing controls the supply chain beneath it.