Note: The Reuters mentions
Cheng Ting-Fang and Lauly Li, Exclusive: ASML Chip Tool Delivery to China Delayed amid US Ire. Nikkei Asian Review, Nov 6, 2019 https://asia.nikkei.com/Economy/ ... delayed-amid-US-ire
("Around 16% of ASML's annual system sales of 8.3 billion euros ($9.2 billion) come from US companies, such as Intel and Micron * * * One-fifth of the components that ASML needs to build its machines are also made at its US plant in Connecticut * * * Against that, 19% of sales last year came from China * * * The European group [ASML] , which is the world's most valuable chip equipment maker with a market capitalization of 104 billion euros * * * SMIC has long struggled to make meaningful profits * * * ASML also made clear that its near-unique EUV machine is subject to the so-called Wassenaar Arrangement -- a multinational export control protocol designed to stop the spread of advanced technologies that can be used for military ends -- but that it had an exemption from the Dutch and European authorities to sell the machine to Chinese customers. The permit appears to have now expired. * * * TSMC has repeatedly denied that it has faced any pressure, although it confirmed last week that the Pentagon had contacted some of its U.S. customers to say that they could be vetted for using chips in equipment that has military uses if those components are not made locally in the US")