# Netherlands lobbies Washington against the MATCH Act as ASML's China revenue falls to 19% and Dutch officials warn against extraterritorial chip controls > Dutch Trade Minister Sjoerd Sjoerdsma travelled to Washington on 24 June 2026 to lobby US Commerce Secretary Howard Lutnick and Congress members against the MATCH Act, which would grant the US authority to determine what partner-country companies may ship to China; ASML reported a China share of 19% of system sales in Q1 2026, down from 36% the previous quarter **Meta:** type: story · date: 2026-06-24 · heads: 誰の金か, 誰が決めるのか · 5 takes · 4 lenses · 4 regions ## Summary [Netherlands](/ja/entity/netherlands) Trade Minister Sjoerd Sjoerdsma travelled to Washington on 24 June 2026 and met US Commerce Secretary Howard Lutnick and members of Congress to lobby against the MATCH Act, legislation that would grant the US government authority to determine what partner-country companies may export to China and whether they can service machines already sold there. The visit was the second Dutch ministerial trip to Washington within weeks on the issue. ASML, headquartered in Eindhoven and the world's only maker of extreme ultraviolet lithography machines, is the primary affected company: EUV machines have never been exported to China, but DUV (deep ultraviolet) machines are the contested category under existing controls, and the MATCH Act would potentially also bar maintenance of those already-installed machines. China accounted for approximately €27 billion in ASML revenue over the prior three years, representing 26-36% of total sales. In Q1 2026 earnings, ASML reported €8.8 billion in net sales and €2.8 billion in net income; China fell to 19% of system sales from 36% in Q4 2025 and 42% at the peak in Q3 2025. The company raised full-year 2026 guidance to €36-40 billion on AI-driven demand from TSMC, Intel, and Samsung outside China. ASML shares fell on 7 April 2026 when new proposed US export curbs were announced. Sjoerdsma argued that cooperation based on "conviction" was more effective than extraterritorial mandates. ## The split The Netherlands government has consistently accepted export controls on new EUV machine deliveries to China as a matter of national security alignment with the US and allied consensus, while resisting extraterritorial controls over DUV maintenance and third-country transfer rights as a matter of economic sovereignty. The Dutch position is that unilateral US authority to govern what Dutch companies sell, and to whom, breaks from the consultation model that has governed previous rounds of controls. ASML has publicly lobbied for certainty over its China maintenance business, which is a recurring revenue stream regardless of new equipment sales. The Trump administration's framing is that partner-country controls are necessary to prevent DUV-based workarounds to the EUV ban. China's government has described the controls as technological warfare. ## By the numbers - €27bn, approximate China revenue for ASML over the prior three years (26-36% of total) - 19%, China share of ASML Q1 2026 system sales (down from 36% Q4 2025, 42% Q3 2025 peak) - €36-40bn, ASML full-year 2026 revenue guidance (raised in Q1 results) - €8.8bn, ASML Q1 2026 net sales - 24 June 2026, date of Dutch Trade Minister's Washington lobbying visit on the MATCH Act ## Why it matters ASML is the only source of EUV lithography equipment in the world, making it a singular chokepoint in the global semiconductor supply chain. The Netherlands is therefore a pivot in the US-China technology competition in a way no other European country is. If the MATCH Act passes and extends US jurisdiction to Dutch company decisions, it sets a precedent for extraterritorial technology governance that would apply to other European critical-technology companies. For the Netherlands, ASML represents a significant fraction of the national economy: its Eindhoven campus is Europe's highest-concentration tech hub. How the Dutch government manages the pressure from Washington will define the limits of European technology sovereignty. ## What to watch - Whether the MATCH Act advances through the US Congress and what its final scope includes. - Whether the Netherlands joins a formal European diplomatic coalition against the Act alongside Germany and other semiconductor-supply-chain countries. - Whether ASML revises its China maintenance service contracts preemptively or waits for legal clarity. - Whether China retaliates against ASML operations or Dutch exports. ## Regional takes (batched by bias / lens) ### Financial press; first major outlet to report the June 24 Washington lobbying trip and its MATCH Act target - **Bloomberg** (United States, en) — Reported that Dutch Trade Minister Sjoerd Sjoerdsma traveled to Washington on 24 June 2026 and lobbied US Commerce Secretary Howard Lutnick and Congressional members against the MATCH Act, which would give the US authority to determine what partner-country companies, including ASML, can ship to China and whether they can maintain machines already sold. Sjoerdsma argued that cooperation 'out of conviction' was more effective than extraterritorial mandates. Noted China had accounted for approximately €27 billion in ASML revenue over the prior three years. > "Netherlands urges US to ease ASML export curbs targeting China chip sales, lobbying against the MATCH Act in Washington." Source: https://www.bloomberg.com/news/articles/2026-06-24/netherlands-lobbies-us-to-drop-chip-curbs-targeting-asml-sales ### Dutch English-language paper; reported the Dutch government's irritation and framing of the US demands - **NL Times** (Netherlands, en) — Reported that the Dutch government was 'irritated' by US plans for new ASML export restrictions under the MATCH Act. This was described as the second Dutch cabinet visit to Washington in recent weeks on the same issue. Noted that if the MATCH Act passes, it could bar maintenance of ASML machines already sold to Chinese customers, which would be a significant escalation beyond the existing export ban on new DUV shipments. > "Dutch government irritated by US plans for new ASML export restrictions targeting China sales; second ministerial visit to Washington in weeks." Source: https://nltimes.nl/2026/06/24/dutch-government-irritated-us-plans-new-asml-export-restrictions ### US financial broadcaster; reported the April 7 ASML share reaction to new proposed export curbs - **CNBC** (United States, en) — Reported that ASML shares fell on 7 April 2026 after new US export curb proposals targeting the China market. Contextualised the move within ASML's Q1 2026 earnings results, which showed China falling to 19% of system sales from 36% in Q4 2025 and a peak of 42% in Q3 2025. Full-year 2026 guidance was raised to €36-40 billion on AI demand from TSMC, Intel, and Samsung in non-China markets. > "ASML shares fall after proposed US export curbs target an already fragile China market; China share drops to 19% of Q1 sales." Source: https://www.cnbc.com/2026/04/07/asml-shares-today-us-chip-export-curbs-china.html ### unlabelled - **Taipei Times** (Asia, en) — Source: https://www.taipeitimes.com/News/biz/archives/2026/06/25/2003859681 - **Tech-Insider** (Global, en) — Source: https://tech-insider.org/asml-q1-2026-revenue-earnings-guidance-raise-ai-chip/ ## Across the graph - Entities: Netherlands --- Canonical: https://rbtfl.xyz/ja/n/netherlands-asml-match-act-2026