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This whole idea that US can force a Taiwanese company to not manufacture a Chinese design using its Dutch technology feels just wrong.

So despite not being a fan of Huawei in general, I am kind of rooting for them in this fight.

At the same time, I suspect the success of their homegrown manufacturing process has been highly exaggerated to put pressure on the other parties. But I guess that is just part of the game.

It’s also bizarre that nobody seems to be complaining that China is manufacturing Taiwanese-engineered designs on behalf of US companies.
Using American technology licensed by the Dutch, the US is able to do this because a lot of the EUV research was financed by the DoE and licensed to ASML.