Semiconductor supplier ASML continues to dominate, but for how long? - Washington Examiner

The United States is engaged in an economic and national security arms race with China, particularly in artificial intelligence, where technological superiority is a key battleground. A small number o... Read original →

ASML’s dominance in EUV lithography is under systemic pressure. As China accelerates its semiconductor development, especially in 3nm and below, demand for advanced equipment is rising rapidly. While U.S. export controls have temporarily restricted China’s access to EUV machines, long-term viability of ASML’s monopoly is uncertain. NVIDIA’s leadership in AI chips underscores the strategic importance of advanced process nodes. However, ASML’s supply chain is concentrated in the Netherlands, making it vulnerable to geopolitical escalation. Within 12 months, if China achieves breakthroughs in upstream materials like photoresists, ASML’s competitive advantage could erode. Meanwhile, global supply chain shifts may allow emerging Asian players to capture market share, reshaping the competitive landscape.