Wire · regulatory
China has begun mass-producing key equipment for chip manufacturing – Reuters
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Fusion42 · 28 July 2026 · Fusion42 review
China has begun mass production of domestic DUV immersion lithography systems through state-owned Shanghai Aishengna, targeting 5 units in 2026 and 20 in 2027, as part of efforts to reduce Western technology dependence. The systems will supply SMIC, Hua Hong Semiconductor and CXMT, though current performance lags significantly behind ASML's technology.
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◆ ◆ The Wire takeaway
China's domestic lithography line is real, but it's running two generations behind ASML. If you supply materials, metrology or precision optics into chip fabs, you now have a second buyer with real volume commitments—and they're locked out of Western gear.
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