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

The Netherlands is lobbying the US not to expand chip equipment export controls that would constrain ASML's ability to sell immersion DUV machines to China

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The Netherlands pushing back on tighter US controls for ASML’s immersion DUV tools underlines how export policy is now industrial strategy—one more constraint in the global chip supply chain. If your roadmap depends on Chinese fabs or equipment availability, you need scenario plans for both stricter and looser regimes over the next 12–24 months.