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ASML dismisses claims of Chinese tool stockpiling, says ready for rare earth curbs

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ASML has downplayed concerns that its expected decline in China sales next year is linked to Chinese chipmakers stockpiling its lithography machines, saying the slowdown reflects market dynamics rather than preemptive buying.

“The reason I rule out previous stockpiling is because systems that we ship are actually in a chips factory,” said Chief Financial Officer Roger Dassen during a press briefing on Wednesday. His comments followed ASML’s third-quarter earnings report, which warned of a significant fall in Chinese demand in 2025.

Chinese customers accounted for 42% of ASML’s machine sales in the latest quarter, making China its largest single market. However, U.S. lawmakers have urged tighter export restrictions on ASML, alleging that Chinese firms are purchasing chipmaking tools beyond domestic needs to hedge against future sanctions.

ASML, the world’s top semiconductor equipment maker, said it remains confident in the resilience of its business outside China, despite ongoing geopolitical uncertainty.

Dassen also addressed concerns about China’s rare earth export restrictions, emphasizing that ASML is well prepared in the short term. “We have inventory, we have alternatives. But of course, there is an impact we are navigating,” he said.

China produces over 90% of the world’s processed rare earths and magnets, which are essential components in ASML’s chipmaking tools. Dassen cautioned that longer-term disruptions could be more serious if global trade tensions deepen. “It’s important the world continues to trade so we don’t face lasting limitations,” he said.

Taiwan warns of surge in Chinese cyberattacks and “online troll army”

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Taiwan’s National Security Bureau (NSB) has reported a 17% rise in Chinese cyberattacks targeting its government systems so far in 2025, amounting to an average of 2.8 million attacks per day. The agency warned that Beijing is deploying an “online troll army” to amplify disinformation and undermine public trust in the island’s institutions.

The NSB report, presented to parliament, described these as systemic cyberattacks focusing on key sectors such as defence, telecommunications, energy, and healthcare. Beyond espionage, the operations reportedly use the dark web, internet forums, and social media to spread fabricated content and erode public confidence in Taiwan’s cybersecurity capabilities.

Taiwan’s authorities accuse China of using “grey-zone” tactics — hybrid measures that combine military drills, cyber intrusions, and propaganda — to pressure the island into accepting Beijing’s sovereignty claims. China’s Taiwan Affairs Office declined to comment, though Beijing has repeatedly denied involvement in hacking and instead claims it is a victim of Taiwanese cyber operations.

The report also flagged more than 10,000 suspicious social media accounts, mostly on Facebook, that collectively spread over 1.5 million pieces of disinformation. These campaigns reportedly promote pro-China narratives, attack Taiwan’s leadership, and attempt to sow distrust toward the United States, Taipei’s key ally and arms supplier.

According to the NSB, AI-generated memes and targeted digital propaganda have become central tools in China’s information warfare strategy ahead of Taiwan’s elections and trade talks with Washington.

China opens antitrust probe into Qualcomm over its Autotalks deal

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China’s State Administration for Market Regulation (SAMR) has launched an antitrust investigation into U.S. semiconductor giant Qualcomm over its acquisition of Israel’s Autotalks. The regulator said it would examine whether Qualcomm violated Chinese competition laws by failing to properly declare details of the transaction.

Following the announcement, Qualcomm shares dropped more than 5%, as U.S. President Donald Trump threatened new tariffs against China and hinted at cancelling a planned meeting with President Xi Jinping. The probe adds new pressure to both countries’ tech sectors amid an escalating rivalry in artificial intelligence and semiconductor technology.

Qualcomm completed its Autotalks deal in June, integrating the Israeli company’s V2X (vehicle-to-everything) communication technology into its Snapdragon car platform. Analysts suggest that Beijing’s move might go beyond a “no-harm” early filing penalty, signaling potential economic leverage on U.S. chip and auto supply chains.

The case follows China’s recent accusations against Nvidia for breaching anti-monopoly rules. With 46% of Qualcomm’s 2024 fiscal revenue coming from Chinese customers, analysts warn the investigation could intensify investor concerns about geopolitical and regulatory risks in the semiconductor industry.