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ASML: Easing US AI Chip Restrictions on CN to Stimulate Demand
16 Jul 2025 16:23
If the US eases export restrictions on certain AI chips, it will have a positive impact on chip demand, Roger Dassen, ASML's Chief Financial Officer, said.

Previously, Nvidia (NVDA.US) announced plans to resume sales of H20 chips to China, as it has been informed by the US government that H20 chips will receive export approval.

Nvidia's main competitor, AMD (AMD.US), also made a similar statement. If these chip companies sell more chips to China, ASML will benefit from it.
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