Find XO: Europe Puts the Brakes on Washington's Chip War, Even Allies Resist Control (techcrunch.com)

- The Netherlands openly opposed the US MATCH Act targeting ASML, with its trade minister personally visiting Washington. - ASML earns about one-fifth of its system sales from China. - As the period when allies lined up uniformly under US control comes to an end, regulatory scope is now tied to alliance negotiations and exception design. - Teams across the semiconductor supply chain should prepare for the moment when clients move before the law is finalized.