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Netherlands Expands Export Controls on ASML's Two DUV Machines, Effective September 7th
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Relevant to AI governance discussions around compute controls, as semiconductor export restrictions are considered a lever for managing the proliferation of AI capabilities, particularly regarding China's access to advanced chip manufacturing technology.
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Summary
The Netherlands extended its export control regime to cover two additional ASML deep ultraviolet (DUV) lithography machines, effective September 7, 2024. This expansion aligns with broader Western efforts to restrict China's access to advanced semiconductor manufacturing equipment. The controls add to existing restrictions on ASML's most advanced EUV machines.
Key Points
- •Netherlands expanded export controls to cover two additional ASML DUV lithography machines starting September 7, 2024.
- •The move is part of coordinated Western efforts to limit China's semiconductor manufacturing capabilities.
- •DUV machines are less advanced than EUV but still critical for producing a wide range of chips.
- •ASML, the world's dominant lithography equipment maker, is central to global semiconductor supply chain controls.
- •Export restrictions on chip manufacturing tools are a key instrument in AI and advanced technology governance.
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| Page | Type | Quality |
|---|---|---|
| US AI Chip Export Controls | Policy | 73.0 |
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# \[News\] Netherlands Expands Export Control over ASML’s Two DUV Machines, Effective on September 7th
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2024-09-09[Semiconductors](https://www.trendforce.com/news/category/semiconductors/ "更多Semiconductors分類文章")
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News
In late August, it is said that the Netherlands mulls to ban ASML, the country’s semiconductor equipment giant, from conducting equipment maintenance and providing related backup components in China. Now the latest regulation has been revealed, as [the Dutch government](https://www.government.nl/latest/news/2024/09/06/the-netherlands-expands-export-control-measure-advanced-semiconductor-manufacturing-equipment) announced last Friday the expansion of export restrictions on advanced semiconductor manufacturing equipment, which covers two of ASML’s DUV immersion lithography systems, according to a report by [CNBC](https://www.cnbc.com/2024/09/06/netherlands-expands-export-curbs-on-advanced-chip-tools.html).
The new export control rule, which took effect on September 7th, indicates that ASML will now have to apply for licenses with the Hague rather than the US authority for some of its machines, as the Dutch government regards these curbs as a critical measure for national security, and attempts to gradually take the initiative rather than following the U.S., a report by [Bloomberg](https://www.bloomberg.com/news/articles/2024-09-06/netherlands-aligns-export-controls-with-us-on-some-asml-machines) notes.
According to the official announcement made by [ASML](https://www.asml.com/en/news/press-releases/2024/dutch-governments-updated-export-license-requirement), the new rule will require its TWINSCAN NXT:1970i and 1980i DUV immersion lithography systems to obtain a license from the Dutch government before being exported. The Dutch export license requirement is already in place for ASML’s TWINSCAN NXT:2000i and subsequent DUV immersion systems.
Regarding ASML’s sales in lithography units in the second quarter of 2024, China emerged as the largest market, as it contributed 49% of the revenue, higher than South Korea’s 28% and Taiwan’s 11%.
Interesting enough, ASML refers to the updated license requirement as “a technical change,” and is not expected to have any impact on the company’s financial outlook for 2024 or for its longer-term scenarios.
The latest move from the Dutch government is less harsh than the rumors earlier, which indicated that the Netherlands might ban ASML from conducting equipment maintenance and providing related backup components in China. The measure, if implemented, would be a heavy
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