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US export restrictions hinder EU's semiconductor ambitions, impacting ASML's China revenue.
U.S. export restrictions on advanced chip-making equipment are hindering the EU's semiconductor ambitions, particularly affecting ASML, a Dutch company heavily reliant on the Chinese market, which constituted 49% of its sales.
Following the restrictions, ASML's shares fell 20%, and it expects revenue from China to drop to 20% next year.
The situation complicates the EU's plans to bolster its semiconductor supply chain amidst skilled labor shortages and delayed expansions from major firms.
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Las restricciones a la exportación de EE.UU. obstaculizan las ambiciones de los semiconductores de la UE, lo que repercute en los ingresos de ASML en China.