Wire · regulatory
China Mass Produces DUV Lithography Amid U.S. Restrictions
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Fusion42 · 28 July 2026 · Fusion42 review
China has begun mass production of domestic deep ultraviolet (DUV) lithography equipment, breaking a U.S. export restriction and enabling local foundries to produce 28nm and below semiconductors without foreign equipment. The state-owned Shanghai firm plans to produce 5 units this year and 20 next year, supplying SMIC, Huahong, and CXMT.
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◆ ◆ The Wire takeaway
U.S. export bans just handed China a working DUV supply chain. If you make semiconductor test equipment, packaging substrates, or materials for 28nm-class production, your customer base has shifted from needing Western lithography to needing everything else—and China's foundries will now buy domestically first.
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