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China Begins Making Homegrown DUV Chipmaking Tools: The Information
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Fusion42 · 27 July 2026 · Fusion42 review
China has begun domestic production of immersion DUV lithography machines, a chipmaking tool long dominated by ASML, with initial output of five units expected this year and 20 in 2027, though the domestic systems lag in performance and reliability compared to ASML machines.
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
ASML's monopoly on DUV tools is cracking under export controls, and China's domestic alternative—however inferior today—is now a proven buyer for component makers who can work into their supply chain. Your optics, power systems, or precision mechanics now have a second customer at scale, one immune to Dutch and US export restrictions.
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