MATCH Act Proposes Stricter Controls on ASML’s Revenue Potential

The MATCH Act seeks to impose stricter export controls on equipment manufactured by ASML (NASDAQ: ASML), the main producer of extreme ultraviolet lithography machines. Currently, ASML is barred from selling its most advanced EUV equipment to China, with potential tighter resale controls being a key feature of the bill. Precedence Research forecasts the AI chip industry will grow from $122 billion in 2026 to $1.1 trillion by 2035, indicating a significant need for ASML's technology. As of late 2025, ASML's backlog was €38.8 billion ($45.7 billion), reflecting strong demand despite regulatory challenges.