cnbc.com | Tech Follow U.S.-China AI feud sees ASML walk tightrope between sales and geopolitics ASML is set to make around a fifth of its 2026 net sales from China, but geopolitical headwinds present a delicate situation. https://www.cnbc.com/2026/07/17/us-china-ai-feud-asml-tightrope-sales-geopolitics.html cnbc.com