BREAKING
US Probes ASML EUV Tool in China
Claim vs Denial
US Commerce
Lutnick
●
Top EUV tool may be in China
●
Cites parts shipments
●
Evidence not disclosed
ASML
Denies
●
No EUV machine to China
●
No EUV-specific parts
●
All machines tracked
Why Smuggling Is Hard
1
School-bus size
↓
2
100,000+ parts
↓
3
6-month servicing
↓
4
Staff firewalled
0
NA
Numerical aperture
0
nm
Resolution
0
M
Price USD
0
t
Weight
Intel vs TSMC on High-NA
Intel
Early adopter
●
Uses EXE:5000
●
Reliability above targets
TSMC
Waits
●
No full adoption pre-2029
●
Cites ~$370M price
Evidence Still Undisclosed
AI NEWS BLITZ
The US Commerce chief warns ASML's top chip tool may have reached China, and ASML denies it.