Netherlands Tightens Grip on ASML Exports, Taking Over U.S. Controls


Last updated: October 7, 2024

The Dutch government is assuming a more direct role in regulating semiconductor export controls, expanding its oversight of ASML’s advanced chipmaking machines.

In a Friday announcement, the Netherlands revealed it will now require export licenses for ASML equipment, shifting control from the U.S. to Dutch authorities.

“I’ve made this decision for reasons of security,” explained Reinette Klever, Dutch Minister for Foreign Trade and Development Cooperation.

“We see that technological advances have given rise to increased security risks, especially in the current geopolitical context.”

This reflects the growing consensus among nations that technology and security are increasingly intertwined.

ASML, a leading player in the semiconductor industry, downplayed the impact on its operations.

The company stated that these new measures represent a “technical change” and are not expected to alter its financial outlook for 2024 or its long-term strategies.

This expanded control comes after the Netherlands implemented its first major restrictions on semiconductor equipment exports last year.

The new measures also follow recent U.S. export controls targeting critical technologies, such as quantum computing and semiconductors.

Washington’s push to limit China’s access to advanced chips and manufacturing tools has put pressure on allied nations, particularly the Netherlands, due to ASML’s pivotal role in producing the most advanced chips.

ASML manufactures two key types of lithography machines: extreme ultraviolet (EUV) and deep ultraviolet (DUV) systems.

EUV machines are essential for producing cutting-edge chips, while DUV machines are used for manufacturing other semiconductor types, including memory chips found in consumer electronics.

Under the new rules, ASML’s TWINSCAN NXT:1970i and 1980i DUV machines will require a license from the Dutch government before they can be exported, rather than the previous U.S.-controlled system.

The Dutch government did not specify any countries of focus for these restrictions but confirmed that the new rules apply to exports from the Netherlands to destinations outside the European Union.

Klever emphasized that the Netherlands holds a “leading position” in the semiconductor industry, which comes with certain responsibilities.

She stressed the importance of careful planning to minimize disruptions to business and global trade flows.

As the Netherlands steps up its role in this global semiconductor tug-of-war, it’s clear that the world’s most advanced chips have become much more than just technological marvels—they are critical assets in safeguarding national security.

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