U.S. export curbs on China in focus
"The U.S. has recently introduced sweeping rules aimed at cutting China off from obtaining or manufacturing advanced chips which could be used in applications such as supercomputers.
As part of those rules, Washington restricted “U.S. persons” who support the development or production of certain chips in China, including those for military uses, from doing so without a license.
ASML told U.S. employees last week to stop servicing Chinese customers as a result.
ASML’s Wennink said the company is “continuing to assess and follow the new US export control regulations.”
“Based on our initial assessment, the new restrictions do not amend the rules governing lithography equipment shipped by ASML out of the Netherlands and we expect the direct impact on ASML’s overall 2023 shipment plan to be limited.”
ASML’s machines are critical for firms wanting to make the most advanced chips. If Chinese chipmakers can’t get their hands on the tool, it will be incredibly difficult for them to catch up to the likes of TSMC."
https://www.cnbc.com/2022/10/19/asml-q3-earnings-beat-sees-limited-impact-on-us-chip-curbs-on-china.html
U.S. export curbs on China in focus
"The U.S. has recently introduced sweeping rules aimed at cutting China off from obtaining or manufacturing advanced chips which could be used in applications such as supercomputers.
As part of those rules, Washington restricted “U.S. persons” who support the development or production of certain chips in China, including those for military uses, from doing so without a license.
ASML told U.S. employees last week to stop servicing Chinese customers as a result.
ASML’s Wennink said the company is “continuing to assess and follow the new US export control regulations.”
“Based on our initial assessment, the new restrictions do not amend the rules governing lithography equipment shipped by ASML out of the Netherlands and we expect the direct impact on ASML’s overall 2023 shipment plan to be limited.”
ASML’s machines are critical for firms wanting to make the most advanced chips. If Chinese chipmakers can’t get their hands on the tool, it will be incredibly difficult for them to catch up to the likes of TSMC."
https://www.cnbc.com/2022/10/19/asml-q3-earnings-beat-sees-limited-impact-on-us-chip-curbs-on-china.html
On Friday, October 21, 2022 at 7:07:35 PM UTC, ltlee1 wrote:
U.S. export curbs on China in focus
"The U.S. has recently introduced sweeping rules aimed at cutting China off from obtaining or manufacturing advanced chips which could be used in applications such as supercomputers.
As part of those rules, Washington restricted “U.S. persons” who support the development or production of certain chips in China, including those for military uses, from doing so without a license.
ASML told U.S. employees last week to stop servicing Chinese customers as a result.
ASML’s Wennink said the company is “continuing to assess and follow the new US export control regulations.”
“Based on our initial assessment, the new restrictions do not amend the rules governing lithography equipment shipped by ASML out of the Netherlands and we expect the direct impact on ASML’s overall 2023 shipment plan to be limited.”
ASML’s machines are critical for firms wanting to make the most advanced chips. If Chinese chipmakers can’t get their hands on the tool, it will be incredibly difficult for them to catch up to the likes of TSMC."
https://www.cnbc.com/2022/10/19/asml-q3-earnings-beat-sees-limited-impact-on-us-chip-curbs-on-china.htmlLooks like US sanction regarding ASML products has a hole. Judging from the above, ASML is likely to
deliver previously ordered DUV (Deep ultraviolet) orders to China next year.
Concerning the most advanced lithogrpahic system using EUV (Extreme UltraViolet). China had ordered its
first EUV system more than 4 years ago. But the scheduled 2019 delivery was delayed because ASML did
not want to upset the US government.
Under US governemnt pressure, the Dutch government is still withholding ASML's license to export EUV
system to China. Can China make EUV lithographic system by itself?
U.S. export curbs on China in focus
"The U.S. has recently introduced sweeping rules aimed at cutting China off from obtaining or manufacturing advanced chips which could be used in applications such as supercomputers.
As part of those rules, Washington restricted “U.S. persons” who support the development or production of certain chips in China, including those for military uses, from doing so without a license.
ASML told U.S. employees last week to stop servicing Chinese customers as a result.
ASML’s Wennink said the company is “continuing to assess and follow the new US export control regulations.”
“Based on our initial assessment, the new restrictions do not amend the rules governing lithography equipment shipped by ASML out of the Netherlands and we expect the direct impact on ASML’s overall 2023 shipment plan to be limited.”
ASML’s machines are critical for firms wanting to make the most advanced chips. If Chinese chipmakers can’t get their hands on the tool, it will be incredibly difficult for them to catch up to the likes of TSMC."
https://www.cnbc.com/2022/10/19/asml-q3-earnings-beat-sees-limited-impact-on-us-chip-curbs-on-china.html
On Saturday, October 22, 2022 at 3:07:35 AM UTC+8, ltlee1 wrote:
U.S. export curbs on China in focus
"The U.S. has recently introduced sweeping rules aimed at cutting China off from obtaining or manufacturing advanced chips which could be used in applications such as supercomputers.
As part of those rules, Washington restricted “U.S. persons” who support the development or production of certain chips in China, including those for military uses, from doing so without a license.
ASML told U.S. employees last week to stop servicing Chinese customers as a result.
ASML’s Wennink said the company is “continuing to assess and follow the new US export control regulations.”
“Based on our initial assessment, the new restrictions do not amend the rules governing lithography equipment shipped by ASML out of the Netherlands and we expect the direct impact on ASML’s overall 2023 shipment plan to be limited.”
ASML’s machines are critical for firms wanting to make the most advanced chips. If Chinese chipmakers can’t get their hands on the tool, it will be incredibly difficult for them to catch up to the likes of TSMC."
https://www.cnbc.com/2022/10/19/asml-q3-earnings-beat-sees-limited-impact-on-us-chip-curbs-on-china.htmlUS employees are no longer to service Chinese customers also mean no longer travel to China or Taiwan to service them?.
On Friday, October 21, 2022 at 7:07:35 PM UTC, ltlee1 wrote:
U.S. export curbs on China in focus
"The U.S. has recently introduced sweeping rules aimed at cutting China off from obtaining or manufacturing advanced chips which could be used in applications such as supercomputers.
As part of those rules, Washington restricted “U.S. persons” who support the development or production of certain chips in China, including those for military uses, from doing so without a license.
ASML told U.S. employees last week to stop servicing Chinese customers as a result.
ASML’s Wennink said the company is “continuing to assess and follow the new US export control regulations.”
“Based on our initial assessment, the new restrictions do not amend the rules governing lithography equipment shipped by ASML out of the Netherlands and we expect the direct impact on ASML’s overall 2023 shipment plan to be limited.”
ASML’s machines are critical for firms wanting to make the most advanced chips. If Chinese chipmakers can’t get their hands on the tool, it will be incredibly difficult for them to catch up to the likes of TSMC."
https://www.cnbc.com/2022/10/19/asml-q3-earnings-beat-sees-limited-impact-on-us-chip-curbs-on-china.htmlLooks like US sanction regarding ASML products has a hole. Judging from the above, ASML is likely to
deliver previously ordered DUV (Deep ultraviolet) orders to China next year.
Concerning the most advanced lithogrpahic system using EUV (Extreme UltraViolet). China had ordered its
first EUV system more than 4 years ago. But the scheduled 2019 delivery was delayed because ASML did
not want to upset the US government.
Under US governemnt pressure, the Dutch government is still withholding ASML's license to export EUV
system to China. Can China make EUV lithographic system by itself?
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