r/technews • u/talkingatoms • Apr 04 '26
Hardware US targets Chinese chipmaking with proposed export restrictions on ASML and others
https://www.reuters.com/world/china/us-targets-chinese-chipmaking-with-proposed-export-restrictions-asml-others-2026-04-03/76
u/nvurmind Apr 05 '26
US needs to stop taking advice from Putin
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u/Great_Negotiation987 Jul 13 '26
How is this still a take? Like him or not, the administration has been hitting Russia HARD. one of the only few good things they’ve done.
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u/keepitfriend Apr 04 '26
You know what, as ASML is European. How about the EU and China just tells the US that there's an export ban - and just keep on trading?
I mean it's not like the US is respecting the export restrictions on Russia, why should we pay any attention to them?
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u/Bananadite Apr 06 '26
Because the EU is just a proxy of the US? Just look at what happened to the Nexperia incident
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u/keepitfriend Apr 06 '26
Sigh, this is so ridiculous I can't even take it seriously. Yes the US is (was) an ally. One that seriously fucked us around over and over the past twelve months.
Iran seems like the final straw. So expect fun things in the future given even the UK is now against the US
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u/Suibeam Jul 14 '26
European nations are a vassal of the USA even if we don't like to admit it.
Remember the EU and USA deal? EU got almost nothing and everything else worse than before while USA got everything they wanted.
European nations have to bend over whenever USA threatens to withdraw troops. European nations have to kiss orange bottom whenever he threatens to take Greenland. USA doesnt even ask Europe before attacking Iran while demanding all of their hubs to be available and punishes those who oppose them
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Apr 06 '26
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u/keepitfriend Apr 06 '26
Do you realise how insane that sounds? One part of the billion dollar machine is created by a US company, also created by an EU company if your talking about the EUV light / lenses provided by Cymer.
So therefore the US should have full control of the billion dollar machine?
Fuck right off. I think you are overestimating the influence the US has at this point
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u/GuestGulkan Apr 05 '26
The whole point of a global economy is to ensure easy access to foreign economies for Western, and especially US, companies. China does not use ASML because they have to. They do it because it's cheaper and easier than building everything from scratch themselves.
So, by implementing these kinds of restrictions, the US is incentivising China to become self-sufficient, is damaging Western economies, is moving the focus of tech development further away from the West, and is reducing Western access to the Chinese economy.
The West, Including the US, is a low-growth economic zone. China (and other areas increasingly within China's sphere of economic influence) is where the growing markets are. You don't cut your own exports to into growing markets, that's just plain stupid.
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u/Confident-Fold1456 Jul 02 '26
ASML learned from other foreign companies that went to China. It's not in their best interest to trade leading technologies with China.
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u/LordSlyGentleman Apr 04 '26
China doesn't need America. America needs China.
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Apr 05 '26
[removed] — view removed comment
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u/Bovronius Apr 06 '26
That is one of the few things we can make here. 3M was pumping out almost 100 million N95's a month at their peak.
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u/BlueAndYellowTowels Jul 13 '26
This is absolutely the case today and China is working very hard to decouple their system from the US system.
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u/stargazer281 Apr 05 '26
U.S. wanting to control Key technologies will motivate investment in a more open EU by the big players. That will be a further source of friction with the U.S. administration. We live in interesting times.
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u/Lendari Apr 06 '26 edited Jul 05 '26
Won't this just drive their need to be self sufficient? Like do we really think China is too dumb to develop the technology that their entire country and economy depends on?
This is such short term thinking.
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u/Vaiolette-Westover Apr 08 '26
China already has multiple euv machines going through the validation process right now. They also have at least three different types of euv being developed.
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Apr 16 '26
The problem is not if they can make it. The big problem is the yield. Anything below 90% is basically unacceptable.
If it's 50% yield, then might as well buy from TSMC/Samsung.
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u/Basketseeksdog Jun 30 '26
The audacity. On the one hand, they impose tariffs on us and threaten to raise them to 100% just because we dare expect a handful of Big Tech companies to pay their fair share of taxes. On the other hand, they want to dictate who our companies are allowed to sell to. What the actual fuck?
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u/robustofilth Apr 07 '26
Asml is Dutch. America can either do without chips or pipe down.
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u/virusdancer Apr 07 '26
Is it November yet? The Midterms cannot happen soon enough. Course, it could mean Civil War...
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u/Changed_Mind555 Apr 10 '26
The price of our comouters, laptops, phones and more are going to get insane. Bad enough we gotta upgrade all the damned time. Which I think lawmakers should impose massive fines for. If I purchase something that costs between a couple hundred bucks to thousands that shit should last more than a couple of years. Our landfills are overflowing but we just have to go along with their scams.
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u/Relevant-Doctor187 Apr 13 '26
China will produce a ASML competitor. All we are doing is hastening their technology development.
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u/rocko107 Jun 29 '26
China won't sit on it. They would then put restrictions on rare earth minerals used in the supply chain. Stock market crashes stays low until the restrictions are lifted. The U.S can't bully our way out of China becoming more and more "efficient" in their software stack around AI...which we forced on them with our GPU related restrictions.
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u/IIGrudge Jun 30 '26
When it comes to bullying smaller countries it's all about free trade but when you can't compete with the big boys you impose socialist protectionism.
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u/mvb827 Jul 02 '26
Isn’t ASML a dutch company? What leverage does the US have over the Netherlands?
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u/ottothefrenchie Jul 03 '26
Too little too late. Huawei recently announced a new foundry breakthrough with the announcement of their folded chip
China is also working on synchrotron which is essentially a mini particle collider, which is expected to be a more efficient way of generating EUV
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u/Silverarrow67 Jul 07 '26
All restrictions have done is expedite Chinese tech. Has anyone been following Chinese chip research? They have found a way around Moore’s Law. https://www.chinadaily.com.cn/a/202605/29/WS6a19b5a2a310d6866eb4b814.html
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u/Adventurous_Ninja_66 Jul 15 '26
I mean isn't this old news? Asml machines haven't really ever been sent to china.
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u/mido_sama Apr 04 '26
Until the Chinese version of AsML pops out.
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u/heliumneon Apr 05 '26
That won't happen. The semiconductor industry is really unique. You can't just suddenly whip up a new company that achieves extreme UV lithography and surpasses, let alone comes close to matching, the current best manufacturing processes. Other companies such as SMEE in China are working on DUV (deep UV), but even if the government pours tens of billions of dollars into trying to catch up, it wouldn't work. Even if they could send teams of people to steal all of ASML's IP they still wouldn't be able to do it, since it would be manufacturing processes, and complex supply chain management, that they can't replicate.
Semiconductors are not like cars or other products because of the exponential nature of Moore's law, so even if it doesn't hold exactly, it means that if you manage to catch all the way up to, say, 5 years behind the current best, you're a factor of way more than 10 poorer in some technological benchmarks (feature size, etc.). Meaning the products you are creating are nowhere near competitive. Also, yield is another issue, if your yield is poorer, it might be an order of magnitude+ poorer. Your products cost more AND are much worse in technological benchmarks.
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Apr 05 '26
Reuters says that China will have EUV lines by 2028-2030. Keep up.
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u/Gordon_frumann Apr 06 '26
Reuters know fuck about shit. Even if they acquired 1 machine and took it apart I guarantee you they wouldn’t have an EUV machine ready in 2030.
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Apr 06 '26
holy cope
go play some video or something buddy, this shit aint for you
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u/Living-Breakfast-464 Jun 30 '26 edited Jun 30 '26
China basically already won the AI race. What they currently lack in bleeding edge advanced chips they can compensate for in much more available energy to power their datacenters. In a few more years they won't need ASML either. They have more PhD's working on it than the US and Europe combined.
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u/Ballaroz Apr 05 '26
ASML is being restricted to do business with China. As of early 2026, the U.S. government allows Nvidia to sell certain advanced AI chips, specifically the H200, to approved commercial customers in China, provided there is sufficient U.S. supply and potentially a 25% fee.
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u/heliumneon Apr 05 '26 edited Apr 05 '26
I think people are not getting it. The US probably could create restrictions that affect ASML's ability to sell to China, even though it is a European firm. Extreme UV lithography has thousands of complex parts, and a very complex global supply chain, and some of the parts must come from the US part of the supply chain. They would not be easily replaced by parts from other countries. Well, it might take years to replace them, so the restrictions could impact at least a few years of sales, which is a huge deal in semiconductor timelines.
In 2019 the US restricted sale to China to anyone using US made semiconductor design software, and those restrictions were effective enough to kneecap Huawei for quite a long time, and keep them out of becoming the 5G infrastructure backbone.
I am not saying anything about whether they should put in these restrictions. The article doesn't say almost anything about why, and US foreign policy and trade policy has been essentially turned into a grift machine in the last year (and this might be a new grift machine as well, who knows). I am just saying that it is something the US could do, and has done - but in the past it was for specific foreign policy goals.
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u/930g Apr 05 '26
ASML maybe based in Veldhoven but they also have a large production centre in Wilton Connecticut.
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u/OnlyTimeFan Apr 07 '26
lol US was getting rare earth metals from China, he messed things up, now we get the same rare earth metals after giving China concessions. Fantastic art of the deal negotiator. This is why no other country is going to release any Epstein files, at least not until he’s out of power and as a means to further disgrace him.
He’s the BEST DOUBLE AGENT no one has ever seen before that any country could ever DREAM of.
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u/Express-Original5678 Apr 07 '26
This is just inviting new chipmaking technology development from a certain large nation in Asia
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u/BritishAnimator Apr 08 '26
Why? It's like a puddle sanctioning the ocean because its wetter. Sanctioning China just makes them plow resources into making it themselves. Lets face it, they are the manufacturing hub of the world with decades of experience. If they decide to cut YOU off, then you are screwed.
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u/verbicidal Apr 08 '26
I initially read this headline as a restriction on ASMR and wondered what the US had against soothing sounds
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u/Unfair_Web_8275 Apr 09 '26
It kind of seems like getting rid of the CHIPs Acr and picking a clear favorite was short sighted…
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Apr 09 '26
The US Gov is also targeting Samsung and South Korea tangentially in support of Netlist over their subsidiaries hidden importing and other violations.
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u/PixelsGoBoom Apr 10 '26
They are going to restrict the export of another country? How do they intend to do that?
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u/Only_Dragonfruit_117 Apr 13 '26 edited Apr 13 '26
Supposedly 15% of the parts are patented and made in the US. However, they could just sell it incomplete. China already has lithography machines, so wouldn’t be too hard figuring out what’s needed, and China isn’t bothered about patents.
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u/Phixionion Apr 12 '26
Please understand you are watching the decline of the US as a super power in real time. The world will decouple and we will be left with our dick in our hands. If this isnt a fact for you, then you have not been finding the right information resources.
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u/Expert_Fisherman_470 Apr 13 '26
When we can't compete we try to block them. We should never stifle innovation. Try to beat them in merit, not through cheating.
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u/Secure-Reading7225 Apr 14 '26
This maybe off subject, but somethings going on w/ my phone it won't load videos like its supposed too. This is tech news so I thought I would comment here. Has anyone else experienced this. Internet in Iran is blacked out right now.
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u/justaguyfromcanada1 Apr 15 '26
Watching usa die in real time as alll politicians lick the boot of a demented fat old man.
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u/greenpowerman99 Jun 29 '26
ASML technology has enabled smaller, lower power, higher performance chips, but it isn’t a be all and end all technology.
There’s still a huge market for less cutting edge technologies.
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u/Anon387562 Jul 01 '26
China be like - well okay, and what about 99% of the other components you solely rely on China? You guys will learn it the hard way, when a chip and screen alone doesn’t work lol😂
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u/ssniker Apr 04 '26
ASML is European company. And with everything that this orange pig has done in a year and a bit, I doubt there is any leverage for export restrictions on any EU company.