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ASML CEO says EU Commission should not try to direct 'strategic projects'

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ASML's CEO said he broadly welcomes the EU Commission's proposals to improve Europe's tech sovereignty, but warned against Commission involvement in steering or monitoring strategic projects eligible for state aid. The comments point to policy support for the sector, but also highlight regulatory friction around how such projects should be overseen. The piece is more relevant for European semiconductor policy than for an immediate company-specific earnings catalyst.

Analysis

ASML's CEO said he broadly welcomes the EU Commission's proposals to improve Europe's tech sovereignty, but warned against Commission involvement in steering or monitoring strategic projects eligible for state aid. The comments point to policy support for the sector, but also highlight regulatory friction around how such projects should be overseen. The piece is more relevant for European semiconductor policy than for an immediate company-specific earnings catalyst.

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