Article reads to me like they want the EU to start ignoring US export bans so that ASML can maintain their market position. Not sure how they would answer that "where?" though
I doubt it’s a real threat but it would be a country that would happily unsubscribe from US export bans. So Israel or Singapore would be two good options for the chip industry. South Korea or Switzerland you could argue for but are probably less realistic. Maybe Canada now, lol.