Reports indicate that the US government plans to exclude allies, including the Netherlands, from imminent new export restrictions, leading to optimistic expectations for ASML's sales prospects.

Mizuho Securities analysts noted that this news alleviated market concerns about ASML's sales in China, which account for nearly 50% of its revenue, driving a 5.6% increase in its stock price.

The US government plans to expand controls on the export of semiconductor equipment to China, but allies such as Japan, the Netherlands, and South Korea will not be affected by these new rules.

The new rules aim to restrict approximately six Chinese semiconductor manufacturers from receiving equipment exports from multiple countries to prevent advancements in supercomputing and artificial intelligence.

US-China trade policies continue to influence the stock performance of the chip industry. The stock price fluctuations of ASML and other chip equipment manufacturers reflect the impact of US export control policies.

While the US seeks to strengthen its technology blockade against China, it must consider the economic interests of its allies, complicating the implementation of new rules. A researcher at a Washington think tank pointed out that the US needs to be cautious in enforcing export controls to avoid backlash from allies.

China strongly opposes the expanded US export control plans. A Chinese foreign ministry spokesperson criticized the US for suppressing China's semiconductor industry and urged relevant countries to resist US pressure.

China stated that these restrictions will not hinder its technological self-reliance process but will instead inspire greater self-sufficiency in the technology sector. The new US rules aim to further impact China's semiconductor manufacturing capabilities but may also trigger greater trade friction.