Experts Skeptical of China's DUV Lithography Breakthrough

China has begun mass-producing domestic immersion DUV lithography machines through a state-owned Shanghai firm, reportedly targeting 5 units in 2026 and 20 in 2027 for SMIC, Hua Hong, and ChangXin Memory. Industry analysts remain skeptical of the breakthrough's near-term threat to ASML, citing unproven manufacturing stability and past false claims, though potential US export restrictions could accelerate Chinese self-sufficiency.

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