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Tian mei Private ID: 101583067
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    Tian mei commented on
    Anyone else notice the reversal today? WS is losing all descretion for this sleeping giant. $Palantir (PLTR.US)$
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    Dutch semiconductor manufacturing equipment giant ASML Holding stated on December 2 regarding the new round of advanced semiconductor export restrictions imposed by the US government on China: "The impact on performance is within expectations." and pointed out: "We focus on global semiconductor demand, not specific regions, and will not be affected by the new restrictions."
    Asml Holding maintains the original targets unchanged, with expected sales of up to 35 billion euros for the fiscal year 2025, and up to 60 billion euros for the fiscal year 2030.
      
    On December 2, the USA government announced new measures restricting the supply of cutting-edge semiconductors and high-performance semiconductor manufacturing equipment for artificial intelligence (AI) to mainland China. In addition to adding 140 mainland Chinese companies to the "entity list" effectively banning transactions, the scope of restrictions on exporting advanced products to mainland China has been expanded to include South Korea, Taiwan, Malaysia, and others.
        
    As the Netherlands is following the USA in imposing export restrictions on China, it is therefore not affected by the newly added restrictions in this instance.
         
    Asml Holding is the only global company that produces the most advanced 'extreme ultraviolet (EUV)' lithography equipment required for mass production of semiconductors. EUV lithography equipment is subject to export restrictions from the Netherlands, but deep ultraviolet (DUV) lithography equipment, except for some, is not restricted.
    Translated
    Asml Holding: US semiconductor restrictions on China do not affect performance expectations.
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