The United States has announced new measures to limit China's access to advanced computer chips, aiming to slow down China's progress in artificial intelligence and military capabilities. The restrictions target 24 types of chip-making equipment previously not under control and add 140 Chinese entities to a trade blacklist. Companies wishing to trade with these entities will require licenses, which are unlikely to be granted.
Dutch chip equipment manufacturer ASML, previously affected by similar restrictions, appears to be exempt from direct consequences due to an exception reported by the Financial Times. ASML stated that if the Dutch government aligns with the U.S. analysis, the export of certain chip-making machines to specified locations could be impacted. The Dutch government has not confirmed whether it will follow the U.S. measures but acknowledges sharing concerns over uncontrolled export of advanced semiconductor equipment.
ASML expects no direct financial impact from the new restrictions and maintains its revenue outlook for the next year between €30 and €35 billion, with expected revenue from China at €6 to €7 billion.