China Begins Making Homegrown DUV Chipmaking Tools: The Information
The tools could give Chinese chipmakers a domestic alternative as production stays limited and the systems still lag ASML on performance and reliability.
- On Monday, The Information reported that China began manufacturing domestically developed immersion DUV lithography machines, a key chipmaking tool long dominated by Dutch supplier ASML, causing ASML shares to fall 6.5% in Amsterdam.
- Export controls from the Netherlands and Japan have curtailed shipments of NXT systems under U.S. pressure, eroding China's relationship with ASML. China's share of ASML net system sales dropped from 19% in Q1 to 14% in Q2.
- Production of immersion DUV machines will be limited initially, with about five units expected this year and roughly 20 in 2027. The domestic system still lags in performance and reliability compared to ASML machines, requiring further testing.
- Shares of Applied Materials and Lam Research each declined around 4% on Monday, reflecting broader market concern. China identified lithography technology as a strategic priority as early as 2002, signaling long-term commitment.
- While China is developing domestic EUV lithography machines, the technology remains at the prototype stage. The MATCH Act could force the Netherlands and Japan to align DUV restrictions with U.S. rules within 150 days.
22 Articles
22 Articles
China's DUV Breakthrough Triggers ASML Sell-Off as Homegrown Tools Enter Production
China's push to build its own deep ultraviolet chipmaking tools has already hit Western markets, wiping more than €8bn off the value of Dutch lithography giant ASML in a single session, according to Bloomberg data. The sell‑off followed reports that a state‑backed Chinese firm has begun producing homegrown immersion DUV machines for leading domestic chipmakers, raising fresh questions over how long Western suppliers can rely on China as a growth…
BofA Downplays China’s DUV Tool Production Report, Sees Only “Modest Threat” To ASML
BofA Downplays China’s DUV Tool Production Report, Sees Only “Modest Threat” To ASML ASML Holding NV shares in Amsterdam suffered their steepest decline in more than a year, breaking below the crucial 50-day moving average after The Information reported that a Chinese state-backed company had begun producing immersion deep-ultraviolet (DUV) lithography machines. The Information did...
China has started large-scale production of advanced chip manufacturing equipment, the same equipment that made ASML so successful. The reports...
China begins mass production of homegrown DUV lithography machines in major chip breakthrough - Tech Startups
China has crossed a milestone that many in the semiconductor industry once viewed as years away. A Chinese state-backed company has begun mass producing homegrown immersion deep ultraviolet (DUV) lithography machines, marking the country’s first commercial manufacturing effort for one […] The post China begins mass production of homegrown DUV lithography machines in major chip breakthrough first appeared on Tech Startups.
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