China Starts Limited Production of DUV Lithography Machines, ASML Shares Drop 7%
A state-backed Chinese company has begun producing domestic immersion DUV lithography machines, with an initial target of five systems for delivery to chipmakers SMIC, Hua Hong and CXMT this year, ramping to 20 in 2027.
The disclosure sent shares of ASML and BESI down about 7% on Amsterdam exchanges, following an intraday suspension after the stocks fell 8% to 8.7%, with U.S. semiconductor equipment shares also dropping. The domestic tools rely primarily on Chinese components, though some parts still come from Japan, and lag ASML’s systems in performance and reliability. Beijing’s domestic EUV program remains at the prototype stage, and the new machines will require months of testing on production lines before Chinese chipmakers integrate them into manufacturing.
From the sources (25 posts)
@jukan05Oh shit The information: China Starts Mass-Producing Homegrown DUV Chipmaking Tools, An Advance for Local Chip Industry A Chinese state-backed company has begun manufacturing one of the key pieces of equipment used in chip manufacturing f
@jukan05👀
@deitaoneCHINA STARTS MASS-PRODUCING HOMEGROWN DUV CHIPMAKING TOOLS, AN ADVANCE FOR LOCAL CHIP INDUSTRY - THE INFORMATION
@financialjuiceChina starts mass-producing homegrown DUV chipmaking tools, an advance for the local chip industry - The Information.
@deitaoneCHINA'S INITIAL OUTPUT TARGETS FIVE DUV MACHINES THIS YEAR, 20 BY 2027 - THE INFORMATION
@financialjuiceChina Starts Mass-Producing Homegrown DUV Chipmaking Tools, An Advance for Local Chip Industry - The Information
@stockmktnewzCHINA 🇨🇳 STARTS MASS-PRODUCING HOMEGROWN DUV CHIPMAKING TOOLS - The Information
@zephyr_z9The news is out
@jukan05
@wallstengineChina 🇨🇳 has begun limited production of homegrown immersion DUV lithography machines. An unnamed state-backed Shanghai company is targeting roughly five systems this year and 20 in 2027, with initial deliveries planned for SMIC, Hua Hong
@jukan05Production volume remains far too low. Twenty units next year is nowhere near enough.
@zephyr_z9As predicted, DUV mass production has started
@firstsquawkCHINA STARTS MASS-PRODUCING HOMEGROWN DUV CHIPMAKING TOOLS, AN ADVANCE FOR LOCAL CHIP INDUSTRY – INFORMATION
@jukan05Its performance is inferior to ASML’s. Some components are imported from Japan, but most are made in China. Wow.
@stocksavvyshayChina begins producing its first homegrown immersion DUV lithography systems with deliveries planned for $CXMT. The breakthrough reduces reliance on $ASML at mature nodes but output remains tiny and performance still trails ASML leaving li
@zerohedgeChina has started mass production of domestically developed DUV lithography equipment, marking a further advance for the country's domestic semiconductor manufacturing industry: The Information
@deitaoneCHIP STOCKS DROP ON CHINA DUV REPORT ASML and U.S. chip equipment stocks fell after a report said a state-backed Chinese firm has begun mass-producing domestic DUV lithography machines. Investors fear the breakthrough could reduce China's
@wallstengine$ASML is down 2% following The Information’s report that China has begun producing homegrown DUV lithography machines.
@techmemeSources: A Chinese state-backed company has begun manufacturing DUV machines, a key step in Beijing's effort to reduce reliance on foreign chipmaking technology (The Information) (Visit Techmeme dot com for the link and full context!)
@zephyr_z9Overreaction tbh
@firstsquawkASML EXTENDS DROP TO 6% ON REPORT THAT CHINA STARTS DUV OUTPUT
@polymarketmoneyBREAKING: ASML is down following a report that China has begun producing homegrown DUV lithography machines.
@deitaoneASML SHARES EXTEND LOSSES, DOWN 4.6%
@firstsquawkASML FALLS 6.4% TO DAY'S LOW ON REPORT CHINA STARTS DUV OUTPUT
@deitaone*ASML FALLS 6.4% TO DAY'S LOW ON REPORT CHINA STARTS DUV OUTPUT