美国商务部长指责荷兰阿斯麦：中国到底拿到EUV光刻机了吗？

Paid Channel Subscription:    / @storytellerfan   Text Version: https://lukefan.com/2026/06/23/asml-e... EUV Export Control Loopholes: Why is the US Targeting ASML? The US accuses the Dutch company ASML of allowing China to obtain EUV lithography machine parts. ASML counters, "I haven't sold any EUV mainframes to China?" The ASML EUV lithography machine controversy has sparked a new debate on US export controls. This article examines Lutnick's accusations, ASML's denials, the source of China's 7nm chips, and the key differences between EUV mainframes, core components, and engineering certification systems. The article focuses on analyzing whether China possesses EUV lithography capabilities, why DUV multiple exposures limit yield rates, and how ASML's sales to China and supply chain dependence affect semiconductor competition, helping to understand the real difficulties in chip manufacturing bottlenecks. 00:00:00 Lutnik Accuses ASML 00:01:14 ASML Documents Refute Accusations 00:02:32 The Two Sides Are Not on the Same wavelength 00:02:54 Basic Knowledge of Lithography Machines 00:04:17 The Source of China's 7nm Process 00:06:50 Does China Have the Capability? 00:07:59 Bottlenecks in Core Components 00:10:18 Three Layers of Component Restrictions 00:11:20 The Key to the Engineering Certification System 00:13:40 The Three Obstacles to Lithography Machines 00:15:07 The Certification System Is the Most Difficult to Break Through 00:15:53 ​​China's Advantage of Low-Cost Trial and Error 00:16:52 Case Study of High-Speed ​​Rail Localization 00:17:23 Reasons for US Pressure on ASML 00:17:49 Tao's Law or a Smokescreen 00:18:58 China may already have EUV-like technology 00:19:38 ASML unwilling to go all the way 00:20:17 Advanced chips are possible but not cost-effective 00:20:57 Final conclusion of the three-way game Welcome to join the Discord discussion server:   / discord