ASML is prepared for China's rare-earth export controls — finance head says company has stock thanks to long lead times

ASML is ready for China's rare-earth export controls, as it has significant stock due to long lead times for its tools. While uncertainties remain after reserves deplete, the company believes it can manage short-term disruptions. The new Chinese export rules could impact global rare earth supplies, potentially affecting ASML's production. Despite expecting lower demand from Chinese customers in 2026, ASML remains confident in its supply planning and production flexibility.