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China has begun mass-producing key equipment for chip manufacturing – Reuters

Published

28 July 2026

Topic

regulatory

Sectors

Semiconductors

Geography

China

Source

Read at mezha.ua

Verified

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.

This Wire brief sits within Fusion42's coverage of Semiconductors. Wire is Fusion42's founder-focused intelligence feed: each story is connected to the funds and startups it names — every one with a live profile on Raise or Scout — so founders can follow the capital and the momentum behind the headline rather than just the headline itself. Wire analysis is one of the live surfaces Arthur reasons over.

◆ 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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Topics

Semiconductorslithography-equipmentchip-manufacturingsupply-chain-resilienceexport-controlsdomestic-capability