My semi-tin-foil speculation: The laser research facility is in US (San Diego); Europe is on the brink of a divorce from the US; there is an expectation of scaling down.
Doesn't currently manufacture at commercial scale is not the same as can't make. I don't know what the patent situation is but I assume there are at least a few in the way.
Eminent domain can apply to intellectual property. There is even plenty of US precedent for this in nearly the same circumstances. Then again their need for defensible IP is precisely why ASML would almost certainly never make the partnership you suggest.
