# Asml on The No Agenda Show Asml comes up in 6 chapters across 6 episodes of The No Agenda Show, from October 2021 to January 2026. - **Chapters:** 6 - **Episodes:** 6 - **Discussed:** October 2021 – January 2026 - **Related topics:** [China](https://search.noagendashow.net/topic/china.md), [Semiconductors](https://search.noagendashow.net/topic/semiconductors.md), [Taiwan](https://search.noagendashow.net/topic/taiwan.md), [Tsmc](https://search.noagendashow.net/topic/tsmc.md), [Chips](https://search.noagendashow.net/topic/chips.md), [Chips Act](https://search.noagendashow.net/topic/chips-act.md), [Export Controls](https://search.noagendashow.net/topic/export-controls.md), [Joe Biden](https://search.noagendashow.net/topic/joe-biden.md), [Kill Switch](https://search.noagendashow.net/topic/kill-switch.md), [Mark Rutte](https://search.noagendashow.net/topic/mark-rutte.md) ## Chapters 1–6 of 6 ### Semiconductor Manufacturing, TSMC, ASML Dutch Technology - **Episode:** [1837: Moral Injury](https://search.noagendashow.net/episode/1837-moral-injury.md) - **Published:** 2026-01-25 - **Time:** 12:52–15:04 - **Transcript:** https://search.noagendashow.net/episode/1837-moral-injury/chapter/semiconductor-manufacturing-tsmc-asml-dutch-technology.md The global semiconductor industry remains dependent on Taiwan Semiconductor Manufacturing Company (TSMC) and Dutch firm ASML for advanced two-nanometer processor technology. While plants are being constructed in Taylor, Texas, challenges remain regarding labor costs and technical expertise in the United States. Speculation suggests an AI market collapse could eventually stabilize high RAM and chip prices. Keywords: [tsmc](https://search.noagendashow.net/topic/tsmc.md), [asml](https://search.noagendashow.net/topic/asml.md), [semiconductors](https://search.noagendashow.net/topic/semiconductors.md), [chips](https://search.noagendashow.net/topic/chips.md), [taiwan](https://search.noagendashow.net/topic/taiwan.md) ### Quantum Computing Export Controls, ASML and Samsung - **Episode:** [1693: Freedom Force](https://search.noagendashow.net/episode/1693-freedom-force.md) - **Published:** 2024-09-08 - **Time:** 1:01:20–1:04:59 - **Transcript:** https://search.noagendashow.net/episode/1693-freedom-force/chapter/quantum-computing-export-controls-asml-and-samsung.md The U.S. Commerce Department implemented new export restrictions on technology related to quantum computing and advanced microchips to prevent China from advancing its military capabilities. The Netherlands and its chip-equipment giant ASML have agreed to follow these guidelines, further tightening the global supply chain for high-end semiconductors. Keywords: [quantum computing](https://search.noagendashow.net/topic/quantum-computing.md), [export controls](https://search.noagendashow.net/topic/export-controls.md), [asml](https://search.noagendashow.net/topic/asml.md), [samsung](https://search.noagendashow.net/topic/samsung.md), [china](https://search.noagendashow.net/topic/china.md) ### TSMC Kill Switch, ASML Lithography, Taiwan President Lai Ching-te - **Episode:** [1662: Rousting Granny](https://search.noagendashow.net/episode/1662-rousting-granny.md) - **Published:** 2024-05-23 - **Time:** 3:36 - **Transcript:** https://search.noagendashow.net/episode/1662-rousting-granny/chapter/tsmc-kill-switch-asml-lithography-taiwan-president-lai-ching-te.md Taiwan Semiconductor Manufacturing Company (TSMC) and Dutch firm ASML reportedly possess a remote "kill switch" to disable chip-making equipment if China invades Taiwan. ASML, based in the Netherlands, provides the essential extreme ultraviolet lithography machines used for high-end chip production. Meanwhile, Lai Ching-te has been inaugurated as Taiwan's new president, facing military pressure from Beijing and a fractured domestic parliament. Keywords: [tsmc](https://search.noagendashow.net/topic/tsmc.md), [asml](https://search.noagendashow.net/topic/asml.md), [taiwan](https://search.noagendashow.net/topic/taiwan.md), lai ching-te, [semiconductors](https://search.noagendashow.net/topic/semiconductors.md), lithography, [china](https://search.noagendashow.net/topic/china.md), [kill switch](https://search.noagendashow.net/topic/kill-switch.md) ### ASML Export Restrictions, US-China Chip War, Mark Rutte - **Episode:** [1526: Canuck Chuck](https://search.noagendashow.net/episode/1526-canuck-chuck.md) - **Published:** 2023-02-06 - **Time:** 20:10–21:44 - **Transcript:** https://search.noagendashow.net/episode/1526-canuck-chuck/chapter/asml-export-restrictions-us-china-chip-war-mark-rutte.md The Dutch government has restricted the semiconductor equipment manufacturer ASML from exporting advanced lithography technology to China following pressure from the Biden administration. Dutch Prime Minister Mark Rutte reportedly received these directives during a visit to Washington, complicating the global race for chip manufacturing dominance. Keywords: [asml](https://search.noagendashow.net/topic/asml.md), [netherlands](https://search.noagendashow.net/topic/netherlands.md), [china](https://search.noagendashow.net/topic/china.md), [semiconductors](https://search.noagendashow.net/topic/semiconductors.md), [mark rutte](https://search.noagendashow.net/topic/mark-rutte.md), [joe biden](https://search.noagendashow.net/topic/joe-biden.md) ### ASML China Exit, Semiconductor Lithography Impact - **Episode:** [1495: Soft Nuts](https://search.noagendashow.net/episode/1495-soft-nuts.md) - **Published:** 2022-10-16 - **Time:** 3:20–5:20 - **Transcript:** https://search.noagendashow.net/episode/1495-soft-nuts/chapter/asml-china-exit-semiconductor-lithography-impact.md The Dutch semiconductor equipment giant ASML is reportedly pulling its American and Dutch staff out of China, a move linked to the U.S. Chips Act. ASML holds a near-monopoly on high-end lithography machines essential for advanced chip manufacturing by companies like Samsung and TSMC. The withdrawal of technical support personnel is expected to significantly disrupt Chinese semiconductor production capabilities. Keywords: [asml](https://search.noagendashow.net/topic/asml.md), [china](https://search.noagendashow.net/topic/china.md), [semiconductor](https://search.noagendashow.net/topic/semiconductor.md), lithography, [chips act](https://search.noagendashow.net/topic/chips-act.md) ### Biden Statements on Taiwan Defense and the Silicon Shield - **Episode:** [1393: Space Wake](https://search.noagendashow.net/episode/1393-space-wake.md) - **Published:** 2021-10-24 - **Time:** 1:10:03–1:15:29 - **Transcript:** https://search.noagendashow.net/episode/1393-space-wake/chapter/biden-statements-on-taiwan-defense-and-the-silicon-shield.md During the CNN Town Hall, President Biden claimed the U.S. has a commitment to defend Taiwan if attacked by China, a statement that contradicts the official policy of "strategic ambiguity." The hosts discuss the "Silicon Shield" theory, which posits that Taiwan's semiconductor manufacturing dominance protects it from invasion. However, they cite a producer's insight that the actual processing equipment is largely controlled by U.S., Singaporean, and Dutch firms like ASML. Keywords: [taiwan](https://search.noagendashow.net/topic/taiwan.md), [xi jinping](https://search.noagendashow.net/topic/xi-jinping.md), taiwan relations act, [semiconductors](https://search.noagendashow.net/topic/semiconductors.md), [asml](https://search.noagendashow.net/topic/asml.md), silicon shield --- This is the markdown version of a page on The No Agenda Show for AI agents. 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