EU seeks China deal to lift ASML supplier sanctions amid rare-earth crisis
Lifting sanctions on ASML suppliers could restore access to affected semiconductor equipment inputs amid the rare-earth shortage context.
Source →The trace
How it reaches your house.
Starting from ASML Holding, we walked the supply graph hop by hop to the goods you buy and the companies you own. Each step is the engine’s reasoning, scored for confidence and cited where a source backs it.
First impact
ASML Holding →Shortage riskEUV Lithography Scanner (ASML)
ASML is also the sole qualified supplier of the scanner itself, so restrictions would directly constrain scanner availability.
99% confidenceASML Holding →Shortage riskASML is the sole qualified supplier with 100% market share and a 120-month replacement lead time, so sanctions would make EUV machine supply sharply scarcer.
99% confidenceASML →DelaysASML is Intel's sole supplier of the EUV lithography tools used in leading-edge nodes, so restrictions on ASML directly delay Intel's tool availability and process ramps.
Hop 2
EUV Lithography Machines →Shortage riskASML HoldingASML
ASML is the sole qualified supplier of these EUV tools, so restrictions on the machines directly constrain ASML's output and shipments.
96% confidenceEUV Lithography Machines →Shortage riskEUV lithography is a critical input to advanced chipmaking, so tighter ASML supply reduces semiconductor output capacity.
90% confidenceEUV Lithography Machines →Shortage riskHop 3
Advanced Logic Wafer (TSMC N3/N4) →Shortage riskThese chips depend almost entirely on this wafer node (dependency_strength 0.99), so constrained wafer supply passes through as a severe shortage.
97% confidenceAdvanced Logic Wafer (TSMC N3/N4) →DelaysTaiwan Semiconductor Manufacturing Company (TSMC)TSM
TSMC has 90% market share for this node and is the sole qualified supplier, so ASML-driven constraints delay its advanced-node output and capacity expansion.
91% confidenceHBM (High Bandwidth Memory) Stack →Shortage risk
Where it lands
What you buy, and what you own.
Goods you buy
GPUs and AI accelerators · Semiconductors and chips · Memory and storage chips
In the MyPRIA app, this is checked against your own holdings.