It sure looks like the Chinese government was behind ASML's data theft
for how to circumvent US export controls. And while the report emphasizes original research, the Middle Kingdom clearly isn’t above a little espionage.
As likely targets go, ASML has proven particularly leaky. Earlier this month it disclosed in an annual report that it’d suffered an “unauthorized misappropriation of data related to proprietary technology” by an employee based in China. Bloomberg reports that while ASML hasn’t found a direct link between the employee and the Chinese government, the investigation is ongoing. The security breach is also being investigated by US authorities as the stolen data is subject to US export controls.
This would imply the stolen IP may be related to the manufacture of EUV equipment. That would certainly help to advance Chinese foundries, which have largely been stuck at 14nm process nodes, although some reportsMaking matters worse, this isn’t the first time ASML’s IP has found its way into the hands of the Chinese government.
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