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Deep & Emerging Tech·June 25, 2026·1 min read

Europe is pushing back on Washington’s chip war

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If the MATCH Act extends U.S. controls from EUV to decade-old DUV tools, it drags European firms like ASML deeper into Washington–Beijing friction and complicates export planning. Chip buyers and AI infra builders with China exposure should assume more licensing friction and lead-time uncertainty even for "mature" nodes.