ASML Holding(US:ASML) Sou Hu Cai Jing·2025-11-26 06:29Core Viewpoint - The news reveals that ASML, a leading photolithography machine company, is allegedly involved in espionage activities in China and has even requested to act as an informant for the U.S. in China, challenging the previously held perception of the company as a neutral entity [1][3][5] Group 1: ASML's Alleged Espionage Activities - ASML is reported to have not only cooperated with U.S. pressures to limit its operations in China but has also actively sought to serve U.S. interests by acting as an informant [3][5] - A new book titled "The Most Important Machine in the World" claims that ASML's involvement as a U.S. informant was voluntary, contradicting the narrative of being coerced by the U.S. [3][5] - ASML's executives have denied these allegations, labeling them as fake news, yet the situation raises questions about the company's true intentions and actions [5][7] Group 2: Implications for the Semiconductor Industry - The controversy surrounding ASML coincides with issues faced by TSMC, including leaks of advanced 2nm technology and the potential loss of core technical data due to a former executive's actions [8] - The U.S. is encouraging increased investment from Taiwan, which could lead to significant shifts in the semiconductor industry landscape [8][10] - The overall situation highlights the fragility of the semiconductor supply chain and the increasing importance of national security in the industry [5][10]