Strategic Note / Semiconductor Equipment

ASML EUV export restrictions and future-node manufacturing windows

Export controls continue to reshape EUV delivery timing and future-node planning assumptions.

March 2026

Export-control timing affects EUV delivery windows, future-node planning, and foundry capacity assumptions. This strategic note summarizes the planning implications without treating regulatory outcomes as fixed forecasts.

Last reviewed: June 2026.

EUV ASML export controls future nodes