ASML responds to new US regulations: The number of affected wafer fabs in mainland China is limited

The U.S. government today updated its export control regulations to China, planning to prevent companies such as Nvidia from exporting advanced AI chips to China. According to the new regulations, export controls will take effect 30 days after soliciting public opinions

At the same time, the United States’ new regulations on export controls have further expanded, imposing restrictions on more countries including Iran and Russia. The U.S. government has been pressuring the Netherlands and other countries to help prevent China from further developing its own chips. Industry, especially advances in technologies such as artificial intelligence and quantum computing

Due to this impact, ASML cannot export EUV lithography machines to China, and even some more advanced DUV lithography machines need to apply for export Shipment only with permission. The new regulations mainly affect the three models of TWINSCAN NXT:2000i, NXT:2050i and NXT:2100i

The United States forced ASML to reduce the supply of DUV lithography machines to about six chip factories in China, including those operated by SMIC A chip factory, this is what Reuters broke some time ago

In response to the new US export control regulations, ASML said in a statement sent to the reporter of "Kechuangban Daily" today:

ASML needs to carefully evaluate the potential impact. Based on the information we have received so far, for our business, we believe that this new rule applies to a limited number of fabs in mainland China involved in advanced chip manufacturing. In the medium to long term, these export control measures may affect our machine sales ratio in various regions, but we do not expect these measures to have an impact on the company's financial situation in 2023 and the results we will announce at the Investor Day in November 2022. The long-term outlook for 2025 and 2030 has a significant impact. ASML will further clarify the scope of application of these new regulations with the US government

According to ASML’s second quarter financial report released in July this year, the company’s Q2 net sales were 6.9 billion euros (Notes from this site: Currently approximately 53.199 billion yuan),

gross profit margin is 51.3%, and net profit is 1.9 billion euros

(currently approximately 15.333 billion yuan); net bookings in the second quarter were 4.5 billion euros, of which 1.6 billion euros were EUV lithography machine. Mainland China is ASML's third-largest market by sales, behind Taiwan and South Korea. Looking forward to the third quarter, ASML expects Q3 net sales to be between 6.5 billion and 7 billion euros, with a gross profit margin of approximately 50%;

ASML expects net sales in 2023 to be 30% higher than in 2022 % growth of

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