According to Compounding Quality, ASML remains a critical player in the semiconductor supply chain, with its advanced lithography machines essential for chip manufacturing. This has direct trading implications, as any disruption or growth in ASML production affects global chip supply, influencing crypto mining hardware availability and costs. Traders should monitor ASML's quarterly results and supply updates, as changes can impact GPU pricing and, ultimately, the profitability of cryptocurrency mining operations. (Source: Compounding Quality via Twitter, May 18, 2025)

According to Balaji, the US's attempt to restrict ASML through dual use technology limitations may not succeed as the European Union, specifically the Netherlands, considers China an important trade partner. PM Schoof emphasizes the significance of China for Dutch trade, indicating potential non-compliance with US policies.