This guy is getting greedy.

Anyone who runs a semiconductor equipment company would know that one major reason that ASML is critically important to the US government is its EUV technology. This is the barrier between the Taiwan-dependent status quo and an independent China semiconductor supply chain.

If ASML sells EUV machines to China, Taiwan loses a major source of importance to the Chinese economy. This would shift the entire Mexican standoff between China, Taiwan, the US, Europe, South Korea, and Japan.

The ASML CEO is playing dumb and pretending the issue is a simple question of percentage sales to China.