A Manifold prediction market as of July 14, 2026 indicates a 43.06% probability that the United States will cut ASML...
A Manifold prediction market as of July 14, 2026 indicates a 43.06% probability that the United States will cut ASML off from Cymer, a critical supplier of light sources for EUV lithography machines, before 2030 (source: Manifold).
confidence score
Strong evidence: 1 independent source class support this read.
ASML has not made a large direction-matching 30-90 day move yet.
signal brief
A Manifold prediction market as of July 14, 2026 indicates a 43.06% probability that the United States will cut ASML off from Cymer, a critical supplier of light sources for EUV lithography machines, before 2030 (source: Manifold). Such an action would severely disrupt ASML's ability to produce EUV systems, impacting the entire advanced semiconductor manufacturing supply chain. The probability, while not a majority, is significant enough to warrant attention as a potential tail risk. If realized, foundries like TSMC, Samsung, and Intel—and their customers including NVIDIA and AMD—would face delays in EUV tool deliveries, slowing node transitions. No official policy changes have been announced, but the market is pricing in non-trivial odds. This signal is based solely on a single prediction market question and should be treated as low confidence.
What the sources said:
- "Manifold consensus on 'Will the US cut ASML off Cymer before 2030?': YES=43.06%" (Manifold)
source data used
“Manifold consensus on 'Does China have an ASML EUV machine? (as of June 19, 2026)': YES=16.70%”
“Manifold consensus on 'Will ASML remain the world’s only producer of EUV machines until the end of 2026?': YES=79.92%”
“Manifold consensus on 'Will ASML's revenue increase every year for the next 5 years?': YES=83.77%”
“Manifold consensus on 'Will the US cut ASML off Cymer before 2030?': YES=43.06%”
“Manifold consensus on 'Will ASML remain the world’s only producer of EUV machines until the end of 2027?': YES=69.43%”
“Manifold consensus on 'Will Peter Wennink (CEO of ASML) be charged with a serious crime before 2030?': YES=11.23%”
“Manifold consensus on 'Will China invent a domestic version of ASML’s EUV lithographic machine tool by January 1, 2030?': YES=56.45%”
“Manifold consensus on 'Will the US force ASML to halt exports to China before 2029?': YES=50.00%”
“Manifold consensus on 'Will ASML be a monopoly in EUV lithography systems by the end of 2024?': YES=96.17%”
“Manifold consensus on 'Will there be evidence of ASML selling 1 or more EUV machines to China or a Chinese company in 2023?': YES=6.28%”
“Manifold consensus on 'Will $ASML reach $1700 at least once in 2024?': YES=1.00%”
spillover entities
Decision support, not stock advice. This signal is research with cited evidence — not a recommendation to buy, sell, or hold any security.