📊Executive Summary

ASML has become a pivotal player in the U.S.-China tech war due to its monopoly on extreme ultraviolet (EUV) lithography machines, essential for producing advanced semiconductors. The U.S. is increasing export controls on ASML's sales to China, which could significantly impact both ASML's revenue and the broader semiconductor supply chain. With China accounting for about 25% of ASML's sales, restrictions could lead to supply shortages for Chinese chipmakers and affect global chip availability. The situation underscores the geopolitical tensions that could reshape sourcing strategies for companies reliant on advanced semiconductor technologies....