中银证券荷兰政府对先进DUV光刻机出口管制政策出台，半导体设备及零部件国产化率或进一步加速提升2023年6月30日，荷兰政府宣布对阿斯麦TWINSCAN NXT:2000i及后续DUV光刻机实施出口许可证管制，该政策将于2023年9月1日正式实施。阿斯麦回应称，公司将遵守荷兰、欧盟、美国的政策，同时并非所有DUV光刻机会受到荷兰政府出口管制政策的影响。ANNOUNCEMENT VELDHOVEN,THE NETHERLANDS,JUNE 30,2023Today the Dutch government has published the new regulations regarding export controls ofsemiconductor equipment.As announced earlier in March,the new export controls focus onadvanced chip manufacturing technology,including the most advanced deposition andDue to these export control regulations,ASML will need to apply for export licenses with theDutch government for all shipments of its most advanced immersion DUV lithography systems(TWINSCAN NXT:2000i and subsequent immersion systems).The Dutch government willdetermine whether to grant or deny the required export licenses and provide further details tothe company on any conditions that apply.As a reminder,sales of ASML's EUV systems have already been restricted.Shipments of other ASML systems are not controlled by the Dutch government.ASML will continue to comply with applicable export regulations,including Dutch,EU and USregulations.The new Dutch export control regulations will come into effect on September 1,2023.ASMLcan start submitting export license applications before that date.The Dutch government willgrant or deny these applications on a case-by-case basis.Based on today's announcement,we confirm that we do not expect these measures to have amaterial impact on our financial outlook that we published for 2023 or for our longer-termscenarios as communicated during our Investor Day in November 2022.In this regard,it is important to consider that the additional Dutch export controls only pertain tothe TWINSCAN NXT:2000i and subsequent immersion systems.In addition,ASML's longer-term scenarios are primarily based on global secular demand andtechnology trends,rather than on detailed location assumptions.2023年7月2日半导体设备零部件行业事件点评