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US sanctions force The Netherlands off Microsoft and toward alternative NixOS-based software ecosystem
(www.tomshardware.com)
this post was submitted on 29 Sep 2026
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ASML is the sole manufacturer of EUV machines in the world. Everyone needs ASML, not the other way around. There is no replacement for ASML.
ASML basically decides what they want to do. Right now they align with the USA export restrictions, but that friendly relation is not guaranteed to remain. Only China is banned. ASML can still sell their machines at will otherwise.
If ASML breaks with the USA it will be fine, but the USA won't be fine at all.