The Dutch government published new export control rules on Friday that will make ASML Holding NV apply for licenses with The Hague rather than the US government for some of its machines.

The new rules, released on Friday, apply to the export of ASML’s older models of deep ultraviolet immersion lithography systems to China and will come into effect on Sept. 7. 

ASML, which is the world’s only producer of cutting-edge lithography machines needed to produce high-end chips used in everything from electric vehicles to military gear, was already restricted by the Dutch state to ship its more advanced machines to China. The new measures will impact shipments of its TWINSCAN NXT:1970i and 1980i DUV immersion lithography systems, which were restricted by Washington.

The most-advanced ASML machines can make chips for advanced military applications and can only be exported with a permit due to national security concerns, said Dutch Foreign Trade Minister Reinette Klever in a post on X on Friday. “But technological developments are moving fast. Even older machines can now produce advanced chips. That is why the cabinet is expanding the list,” she added.

The technical change in the licensing process is “not expected to have any impact on our financial outlook for 2024” or longer-term sales targets, ASML spokesperson Monique Mols said in an emailed statement.

ASML targets sales of as much as €40 billion ($44.5 billion) by 2025 and as much as €60 billion by 2030. 

Separately, the government of Prime Minister Dick Schoof will likely not renew certain ASML licenses to service and provide spare parts in China when they expire at the end of this year for the company’s top-of-the-line DUV, machines, Bloomberg News reported last month. 

The US government has been pushing the Netherlands and other allies for sweeping export controls on China with the goal of limiting development of its chip sector, in the name of national security. After facing some pushback, Washington said it’s even considering using the most severe trade restrictions available if allies including the Netherlands and Japan don’t get on board with its requests, people familiar with the matter told Bloomberg News.

The US continues to call for more restrictions on China, “mostly motivated by economical reasons,” ASML Chief Executive Officer Christophe Fouquet said during a conference on Wednesday. “I think to make the case that this is about national security is getting harder and harder.”

More US pressure would be met with more pushback, Fouquet added. “As a business, we want a bit of clarity, a bit of stability.”

(Updates with details throughout)

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