Wire · operational-macro
China begins domestic production of DUV machines for semiconductor
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Fusion42 · 29 July 2026 · Fusion42 review
China has begun mass production of domestically-developed immersion deep ultraviolet (DUV) lithography machines, led by state-owned Shanghai Aisheng Electronic Technology Group. The machines are intended to reduce reliance on foreign suppliers like ASML amid Western export controls and will be delivered to local chipmakers this year, though their performance is not yet on par with foreign equivalents.
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◆ ◆ The Wire takeaway
The assumption that export controls would permanently hobble China's chip industry is over. Your Chinese competitors now have a state-backed path to securing fabrication tools, weakening the West's primary leverage over their hardware ecosystem.
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