ASML seems to think it is mostly political and that it will not have much of an effect.

https://www.asml.com/en/news/press-releases/2023/statement-r...

From the article:

Based on today’s announcement, our expectation of the Dutch government’s licensing policy, and the current market situation, we do not expect these measures to have a material effect on our financial outlook that we have published for 2023 or for our longer-term scenarios as announced during our Investor Day in November last year.