Wire · regulatory
ASML's 2028 Output Ambition Meets a Washington Headache
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Fusion42 · 25 September 2026 · Fusion42 review
ASML aims to produce over 110 advanced lithography machines annually by 2028 despite facing potential U.S. export restrictions that could impact its China business. The main limitation is assembly speed rather than supply chain issues, while Dutch leadership is actively negotiating with the U.S. to mitigate export bans on DUV immersion lithography systems.
This Wire brief sits within Fusion42's coverage of Semiconductors.
◆ ◆ The Wire takeaway
You face potential cuts to China market access as U.S. export controls tighten, so reach out to supply chain and China-facing clients now to secure commitments and explore alternate regions. Dutch-US talks mean providing timely compliance updates can buy you negotiating space and signal reliability.
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1 source · 25 Sep 2026
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