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A state-owned enterprise has begun mass production of self-developed DUV lithography ...
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Fusion42 · 27 July 2026 · Fusion42 review
A Chinese state-owned enterprise has begun mass production of domestically developed DUV lithography equipment, planning 5 units in 2026 and 20 in 2027, with delivery targeted at major Chinese chipmakers including ChangXin Memory Technologies. This advances China's semiconductor self-sufficiency but remains far below ASML's production capacity of 131 units annually.
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◆ ◆ The Wire takeaway
China has closed a critical gap in chip equipment supply, but the production volumes (5 this year, 20 next) mean ASML still controls the market. If you supply materials, optics, or precision components to lithography makers, you now have a second customer in China willing to buy domestic.
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