ASML is a key part in the global semiconductor manufacturing supply chain. It producing tools known as extreme ultraviolet lithography systems (EUVs), which are required to manufacture the most advanced chips globally.In the center of the American-Chinese rivalryThe Biden administration brought in new restrictions in October 2023 to try to block non-US firms exporting semiconductor chips and lithography machines that contain US-made parts and technology. Earlier in Julie 2023 Dutch government put restrictions on sales of ASML’s deep ultraviolet (DUV) lithography machines. ASML had licenses to ship three top-of-the-line deep ultraviolet lithography machines to Chinese firms until January 2024. However, US officials asked them to immediately halt pre-scheduled shipments.Russia buys equipment bypassing sanctionsFor Russia, the purchase of modern ASML lithographers has not been available since 2014. However, the Russian government continues to buy used Dutch ASML PAS-5500 equipment for the production of microchips. Owners of outdated lithography systems from around the world disassemble them and sell them in parts on marketplaces. Despite the fact that such lithographers are 20 years old, they produce chips of the early 2000s, which is sufficient for the production of microcontrollers, power circuits and radio frequency devices. Russia can use these semiconductors in military vehicles and even tanks.
ASML stands as more than just a titan of market capitalizationю It embodies a formidable presence within the global political landscape. In my view, it commands a spotlight no less significant than Nvidia. Furthermore, for those seeking deeper insights, I invite you to explore the essential statistics showcasing ASML's profit growth in an informative infographic.