CFO Roger Dassen also confirmed that older DUV lithography machine models are not on the Dutch government's restricted list, but are banned from export to China due to US Department of Commerce regulations.

“We know that in 2024, the company will not be able to obtain export licenses to China for advanced devices such as the NXT:2000i and higher models,” Dassen said. “Meanwhile, the company will also not be able to export the NXT:1970i and NXT:1980i models due to US regulations.”

This is the first time ASML has publicly confirmed that models cannot be exported to the mainland due to US restrictions. China, the Dutch company's third-largest market, has risen to second place in 2023, accounting for 23% of total sales, or 6.4 billion euros.

After the trading session on January 24, ASML shares increased by 10% when announcing fourth-quarter business results that exceeded expectations, in parallel with the gradual recovery of demand for computer chips.

“The semiconductor industry continues to bottom out,” CEO Peter Wennink said. “While our customers are uncertain about how the market recovery will continue this year, there are some positive signs.”

In the last three months, the company has received more than 9 billion euros in orders. Of these, about 5.6 billion euros are for the EUV machine - ASML's most advanced product.

The head of Europe's largest technology company also shared that many customers are in demand for the company's latest EUV model, which costs up to 300 million euros per unit.

Taiwan's TSMC, the world's largest contract chipmaker, is ASML's biggest customer, along with other chip giants such as Samsung, SK Hynix and Micron.

(According to Reuters)

Samsung and ASML to build trillion-won chip plant in South Korea The two giants Samsung and ASML will cooperate to build a factory to develop semiconductor processing technology in South Korea, reflecting efforts to form an 'alliance' between these important industrial powers.