I believe EUV was licensed to ASML since it came out of a defense department research project. So the US probably does have a say for machines that use EUV.
Well maybe. But without further experimentation it would probably not that viable. It also needs a lot of tech which is also developed by a European company, that has basically 90% of that market.
And know the us has a president that is not eu friendly, we will See what happens.
Last time they navigated thru Trump. The last ASML book (April 2024) said the Biden administration was able to reinstate a united front to recover from Trump's mishaps:
"The Trump administration spelled chaos for the National Security Council: key figures abruptly departed, and a large amount of people were dismissed. Under the Biden administration, however, the staff expanded to more than 350 people, all united in orchestrating the plan to halt China’s advance and boost the American chip industry with billions in state aid. The NSC also ensured that the relevant departments adhered to the established strategy. Geopolitics demands discipline, not a cackling henhouse. Even before he was sworn in, Joe Biden pulled out all the diplomatic stops to coordinate export restrictions with allies. America started playing chess on several boards at once. In the Trade and Technology Council (TTC), a strategic dialogue between the EU and the US, discussions included export restrictions and stimulus plans for the domestic chip industry."