Wire · regulatory
ASML and BESEM Semiconductor shares hit the daily limit on losses; China's self ...
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Fusion42 · 28 July 2026 · Fusion42 review
China-backed manufacturer has begun mass production of domestic DUV lithography machines, targeting 5 units in 2026 and 20 in 2027, with ChangXin Memory Technologies as a likely first customer. ASML and BESEM shares fell 8-8.7% on the news.
This Wire brief sits within Fusion42's coverage of Semiconductors, and 3 sources have reported it between 27 Jul 2026 and 28 Jul 2026.
◆ ◆ The Wire takeaway
ASML's export control moat just cracked. China now has domestic DUV capacity shipping to SMIC and ChangXin—your lithography supply chain is no longer a Netherlands problem, and ASML's pricing power in Asia just collapsed.
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3 sources · first reported 27 Jul 2026 · latest 28 Jul 2026
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