Today, the US authorities published an updated version of the advanced computing and semiconductor manufacturing equipment rule, imposing additional restrictions on suppliers for the export of chip manufacturing technology. These regulations will become effective immediately with a delayed compliance date of December 31, 2024 for some of the changes.

We are currently assessing the potential implications of the new regulations for ASML.

Long-term, our scenarios for demand in the semiconductor industry are not expected to be impacted by the new regulations, as these scenarios are based on the global demand for wafers rather than on any specific geographic split.