ASML CFO Says Relaxing China Export Curbs Would Spur Equipment Demand

ASML Holding NV’s chief financial officer said that demand for the Dutch company’s chip-making equipment would rise if current export controls on China were relaxed. The executive did not quantify the potential increase but indicated that the restrictions, imposed by the United States and its allies, are curbing orders from Chinese semiconductor manufacturers. ASML is the world’s dominant supplier of lithography machines used to produce advanced chips. The company has been barred from shipping its most sophisticated extreme-ultraviolet tools to China and faces licensing requirements for some deep-ultraviolet systems. The CFO’s remarks underscore how the geopolitical trade limits continue to constrain ASML’s addressable market even amid strong broader industry demand.