ASML ▼ -1.4% - ASML Holding N.V. $ASML ASML Supplier Zeiss: China Could Be 15 Years Behind in Advanced EUV Chipmaking Tools ? • Zeiss semiconductor chief Frank Rohmund said it is a “reasonable assumption” that China may need around 15 years to develop cutting-edge EUV lithography machines, while noting progress is difficult to quantify. • The U.S. bars ASML from shipping its most advanced machines to China as Beijing invests heavily in domestic semiconductor capabilities. • Zeiss says its components are used to produce around 80% of the world’s chips and is expanding capacity to accommodate AI-driven demand. ASML declined 1.4% as a key supplier acknowledged the competitive advantage Western chipmakers maintain over China in advanced manufacturing technology. Zeiss, which supplies critical components for ASML's EUV machines, estimated China could be 15 years behind in developing comparable lithography tools, though U.S. export restrictions on ASML's most advanced systems are already in place to preserve that lead. 03-SEP-2026 05:19 AM ET