It is unfortunate that the people in power are too fucking mentally incapable to comprehend even the most basic of game theory. The US has no leverage over you unless you surrender pre-emptively. The correct move here is to call their bluff - if the US wants to cut off supply to ASML, ASML cuts off supply to the US. The US cannot live without ASML anymore than ASML can live without it, so they would be forced to back down. Yet instead we're in a trivial prisoner's dilemma where you get the second move with full information - you know your opponent has picked to defect - and you still choose cooperate, even though it's strictly incorrect. Led by donkeys.