ASML's first quarter 2024 financial report showed a decline in revenue and profits, and lithography machine shipments fell off a cliff, with a decrease of 54 units from the previous quarter. The Chinese market has huge demand for lithography machines, but ASML is unable to ship freely, and global chip production overcapacity has led to a decline in demand for lithography machines. China's breakthroughs in lithography machine technology also have an impact on ASML shipments.

According to Dutch media reports, a source revealed that due to the anti-immigration policy of the Dutch government, the lithography giant ASML is planning to move out of the Netherlands.。The Dutch government has set up a task force called the Beethoven Project, led by Prime Minister Mark Rutte himself, to explore ways to stop ASML from leaving.。The news also said that ASML has put forward its intention to the Dutch government, indicating that it will be possible to expand or relocate elsewhere, and France is one of the options.。

January 24 ASML Releases Fourth Quarter and Full Year 2023 Results。Data show that the company's chip manufacturing equipment has achieved good results in the Chinese market, with revenue and net profit exceeding previous expectations.。However, most of the equipment delivered by Asma to China in 2023 will be orders from 2022 or earlier.。At present, the latest export control regulations promulgated by the Netherlands and the United States have entered into force.。According to the regulations, the Dutch government will restrict Asma from providing advanced lithography equipment to Chinese customers from January 1.。It can be expected that ASME will not be granted an export license to ship NXT: 2000i and above immersion equipment to China in 2024.。

January 2 news reported that at the request of the U.S. Biden government, the Dutch lithography giant Asmah (ASML) cancelled some equipment shipments to China a few weeks before the export ban on China took effect.。Previously, the United States unilaterally implemented new rules on chip control over China, which had caused dissatisfaction among Dutch lawmakers that affected the country's strategic autonomy.。According to the report, before the new Dutch export controls to China came into full effect in January, Asma held a license to provide Chinese companies with three top-of-the-line immersion deep UV lithography machines.。But people familiar with the matter said U.S. officials contacted Asma last year and asked them to immediately halt their scheduled shipment of some of the equipment to Chinese customers。