Story perspectives

Netherlands Joins Pax Silica, Bars ASML EUV Exports to China

6/25/2026

Summary

Netherlands Joins PaxSilica

The Netherlands joined the Pax Silica alliance, announced by Dutch Trade Minister Sjoerd Sjoerdsma in Washington on 2026-06-24.
Sjoerdsma met U.S. Commerce Secretary Howard Lutnick to discuss the MATCH Act, requiring allies to follow chip export controls on China.
The United States and the Netherlands agreed to block ASML’s advanced EUV tools from China.
The MATCH Act could deny ASML U.S. components, software, or customers if it does not comply.

Summary

Germany, Greece Join

Germany and Greece have joined the Pax Silica alliance, expanding its membership.
Taiwan, home of TSMC, endorsed Pax Silica as a non-signatory, showing regional backing.
Analyst Yang Chengyu warned that the bloc could fragment global semiconductor supply chains and raise compliance costs.
Higher compliance demands may force ASML to alter its China-related service and sales arrangements.
Experts say the expanding alliance reinforces U.S. dominance in AI hardware and deepens tech-sector geopolitical splits.

Summary

US Launches PaxSilica

The United States created a $250-million Pax Silica Fund to finance infrastructure, critical-minerals projects and research across alliance members.
Dutch firms ASM International and PhotonDelta will benefit from cross-border R&D collaborations, while the Netherlands can join via a non-binding declaration that avoids mandatory financial contributions.
Under Secretary of State Jacob Helberg announced that Argentina, Chile, Costa Rica, Kazakhstan and Panama will join the initiative within a week.

History

Historical Context

After the August 2018 NDAA barred Huawei equipment from U.S. federal use, the Commerce Department added Huawei and 70 affiliates to the Entity List on May 15 2019, cutting off American chips. Repeated extensions through 2020 deepened the supply-chain split, prompting the United States and allies to fund alternative semiconductor capacity and restrict advanced tools to China.

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Netherlands Joins PaxSilica

The Netherlands joined the Pax Silica alliance, announced by Dutch Trade Minister Sjoerd Sjoerdsma in Washington on 2026-06-24.
Sjoerdsma met U.S. Commerce Secretary Howard Lutnick to discuss the MATCH Act, requiring allies to follow chip export controls on China.
The United States and the Netherlands agreed to block ASML’s advanced EUV tools from China.
The MATCH Act could deny ASML U.S. components, software, or customers if it does not comply.

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