ASML Equipment Shipments to the U.S. Face No Tariffs, Enabling TSMC, Samsung, and Others to Establish American Facilities with Ease

The Dutch manufacturer of chip-making equipment, ASML, has received a significant exemption from the newly imposed tariffs in the United States. This decision will facilitate easier access to essential lithography machinery for major semiconductor companies operating in the U. S., such as TSMC and Samsung.

ASML’s Vital Role in U. S.Chip Production: Tariff Exemption to Propel Growth

In a recent trade agreement between the U. S.and the EU, tariffs have been set at a standard 15% rate. This deal involves potential investments amounting to “hundreds of billions”from the EU into various sectors within the United States, particularly energy. However, certain categories have been granted exemptions, including semiconductors, as noted in a statement from the European Commission. This exemption means that U. S.companies can import crucial chip-making equipment without incurring additional governmental tariffs, signaling positive news for industry leaders like Samsung and TSMC.

Today we have also agreed on zero-for-zero tariffs on a number of strategic products. This includes all aircraft and component parts, certain chemicals, certain generics, semiconductor equipment, certain agricultural products, natural resources, and critical raw materials.

ASML stands at the forefront of the semiconductor equipment market, specializing in DUV and EUV lithography tools, which are critical to the supply chain. Particularly, the company’s High-NA EUV systems play a crucial role in the manufacturing of advanced chips, enabling production at the cutting edge of technology. Without the burden of tariffs, ASML can seamlessly enter the U. S.market, providing local chip manufacturers with the latest technology without additional costs.

Although ASML has not specifically reported on its business activities within the U. S.in its quarterly updates, the company anticipates sales between €30 billion and €35 billion by 2025. This projection aligns with the observed growth of the U. S.semiconductor supply chain and suggests that ASML is indeed experiencing substantial operational activity in the region. Additionally, U. S.firms such as Intel have disclosed plans to implement high-NA EUV technology in their fabrication plants, which entails significant investment costs. Hence, the tariff exemption stands to benefit not only Intel but also other industry giants like Samsung and TSMC considerably.

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