Inside the ASML China Tool Dispute

A new dispute between the US and the Netherlands centers on whether ASML's most advanced chipmaking tool ended up in China. ASML denies it, but the allegations have rattled the semiconductor market. Lucas and Luna dig into the details of the case, the stakes for ASML, TSMC, and the broader chip equipment sector, and what it means for the ongoing US-China tech war. They discuss the specific tool in question—the High-NA EUV lithography system—and why its potential presence in China would be a major blow to US export controls. With TSMC's share price at $462 and ASML at $1,930, the hosts explore how investors are reacting and what comes next. #ASML #China #EUV #HighNAEUV #Lithography #Semiconductor #ExportControls #USChinaTechWar #TSMC #ChipEquipment #Technology #Business #FexingoBusiness #BusinessPodcast #SemiconductorNews #Chips #Foundries #GlobalTrade Keep every episode free: buymeacoffee.com/fexingo