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China starts production of home-grown immersion DUV chipmaking tools

Published

28 July 2026

Topic

regulatory

Sectors

Semiconductors

Geography

China

Source

Read at reuters.com

Verified

Fusion42 · 28 July 2026 · Fusion42 review

China has begun mass production of domestically developed immersion DUV lithography machines through Shanghai Aishengna, a state-owned firm that has incorporated teams from leading Chinese lithography startups. The move represents progress toward semiconductor self-sufficiency but the machines remain far from matching ASML's technology and will likely serve as a fallback if Western export restrictions tighten.

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 DUV monopoly just cracked in China. If you sell into Chinese chipmakers, your customer now has a domestic equipment option that will only improve—and Western export curbs will push adoption faster than engineering will.

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Topics

Semiconductorsduv-lithographychina-semiconductor-self-sufficiencysupply-chain-diversificationasml-competitionexport-controlschipmaking-equipment