University Supported by ASML Entangled in US-China Semiconductor Conflict
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US-China Chip War Engulfs Dutch Technical University
A prominent Dutch technical university, Eindhoven University of Technology, finds itself at the center of the ongoing US-China chip conflict. The institution, located near ASML Holding NV's global headquarters, is now under scrutiny as Washington endeavors to curb Beijing’s semiconductor production capabilities.
US Concerns Over Chinese Students
Robert-Jan Smits, president of Eindhoven University, revealed that American officials, including the US ambassador to the Netherlands, have expressed concerns about the large number of Chinese students at the university. These concerns reflect broader US apprehensions as the Netherlands, a pivotal player in the advanced semiconductor machinery sector, faces mounting pressure to limit its chip industry interactions with China.
Restrictions on ASML's Equipment Exports
Faced with US lobbying, the Dutch government has imposed restrictions on exporting ASML’s immersion DUV lithography machines to China. This move preempted previously scheduled shipments to Chinese clients, a directive reportedly backed by US officials. ASML, the sole manufacturer of advanced lithography machines essential for producing cutting-edge chips, has significantly invested in Eindhoven University, including an €80 million pledge to enhance semiconductor research facilities.
Security Measures and Espionage Concerns
Smits noted that the university collaborates with government and security agencies to screen foreign professors and guide faculty on safety during China visits, reflecting rising espionage fears. The institution houses ASML machinery for research, underlining its critical role in the semiconductor supply chain. Recent events where a former ASML employee allegedly stole confidential information have heightened these concerns, catalyzing internal investigations and stricter security protocols.
US Pressure and Dutch Responses
Amid China’s semiconductor advancements, the US has intensified pressure on the Netherlands to halt ASML’s servicing and repairing of chip-making equipment sold to China before current restrictions. Although former Prime Minister Mark Rutte’s government resisted additional measures, citing the need for further evaluation, the new administration under Prime Minister Dick Schoof has indicated a cautious stance towards China. Government legislation proposed in 2023 aims to block Chinese students from sensitive technology programs, but it awaits approval and has received mixed responses from education officials.
The Academic Perspective
Within academia, recruiting Chinese students for sensitive semiconductor research has become increasingly challenging due to governmental restrictions. Some students have faced obstacles in securing placements at chip companies post-exchange programs. Despite acknowledging existing limits, Smits emphasized the university’s diligence in managing access to critical technology, ensuring that intellectual property remains protected.
As the US-China chip rivalry intensifies, Eindhoven University of Technology’s pivotal role in semiconductor education and research underscores the global stakes in this technological and geopolitical contest.
