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China begins making homegrown DUV chipmaking tools, The Information reports
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Fusion42 · 28 July 2026 · Fusion42 review
China has begun manufacturing domestically developed immersion deep ultraviolet lithography machines, a key chipmaking tool long dominated by Dutch supplier ASML, with deliveries expected to leading Chinese chipmakers this year. The machines lag on performance and reliability, but represent a strategic pivot toward chipmaking independence as US export restrictions tighten.
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◆ ◆ The Wire takeaway
ASML's monopoly on Chinese chipmaking just cracked open. If you supply optics, power delivery, vacuum systems or any component that goes into lithography machines, you now have a second buyer in China willing to qualify your parts—and one that ASML cannot block.
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