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The US says ASML’s top chip tool may be in China. ASML says it isn’t

The US government suspects a top ASML EUV machine has reached China. ASML denies the claim, stating it has never shipped such a machine to the country. Commerce Secretary Lutnick raised these concerns with the company.

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What changed

New reports specify that Commerce Secretary Lutnick raised the concerns and that US officials possess evidence they refuse to share.

Live updates

  1. US and ASML Clash Over Presence of EUV Tool in China

    The US government suspects a top ASML EUV machine has reached China. ASML denies the claim, stating it has never shipped such a machine to the country. Commerce Secretary Lutnick raised these concerns with the company.

    What's confirmed:

    • The US government claims an ASML EUV machine may be in China.
    • ASML denies shipping an EUV machine to China.

    Still unconfirmed:

    • US officials possess evidence of the tool's presence in China but will not share it.
    confidence 90%
  2. US Concerned Top ASML Chip Tool May Be in China

    The US government has raised concerns that a top chipmaking tool from ASML may have been diverted to China. ASML has denied these claims and provided assurances regarding its export compliance. The news has led to a slip in ASML shares.

    What's confirmed:

    • The US government expressed concern that a top chipmaking tool from ASML may be in China.
    • ASML denied the claim that it shipped a banned machine to China.
    • ASML shares decreased following reports of US concerns.

    Still unconfirmed:

    • The US warned ASML that it was not acting in good faith.
    confidence 90%