EU-China talks aim to save ASML supplier Sindlhauser from export-control squeeze

teortaxesTex · x · 2026-10-15

• Bloomberg reports the EU is negotiating with China to lift export controls on Sindlhauser Materials GmbH, a tiny but critical ASML supply-chain supplier (sputter targets, LaB6 ceramics) placed on China's control list in July 2026 over alleged Taiwan ties.
• The proposed swap: the EU would remove trade restrictions on an unnamed Chinese firm accused of aiding Russia in exchange for delisting Sindlhauser.
• teortaxesTex pushes back on the EpochAI study claiming China is 9,000x more exposed to a chip supply shock than the US, noting China can also cripple Western supply chains at links like this. The cited simulation shows a combined Taiwan-shock/decoupling scenario would raise advanced processor prices 17x in China (vs 20% in US/Korea), cutting China's real GNE 3% vs 0.6% for the US.

Original post →

More from Infra

• Inference has no yardstick: 4.5-quadrillion token run rate, but no proof of what buyers get — AccBalanced · 2026-10-15
• Booming business, falling stocks: scarcity caps ASML and Applied Materials upside — TiernanRayTech · 2026-10-15
• CoreWeave stock drops 13% as 2032 bonds hit record 14.5% yield, stoking AI debt bubble fears — SumitGup · 2026-10-15
• Ben Bajarin: semicap theme is accelerating the cadence of capacity builds — BenBajarin · 2026-10-15
• AI CAD vendor revenue curve mirrors the semiconductor stock signal of early 2026 — menhguin · 2026-10-15
• RTX 5090 listed as "Not Carried" at Micro Center, retail stock drying up — tekprodfx16 · 2026-10-15

Infra channel →