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Wednesday 27 May 2026 06:24:37 GMT
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ASML’s 20-year monopoly just met its first real challenger… A Shanghai state-backed firm just started mass-producing its own immersion DUV lithography machine. The tech that prints circuits on almost every advanced chip. The tool’s reportedly been under evaluation at SMIC since last September, initially targeting 28nm production. Targets are modest around 5 machines in 2026, and 20 in 2027. But ASML shares still dropped as much as 8.6% the day this broke. Sources: • Bloomberg, “ASML Shares Drop After Report of China Producing DUV Chipmaking Tools” • HNGN, “ASML Shares Sink To June Lows As China Begins Mass-Producing Rival Lithography Tools” • TradingKey, “ASML Plunges Over 8% as China Starts Immersion DUV Lithography Mass Production”
ASML’s 20-year monopoly just met its first real challenger… A Shanghai state-backed firm just started mass-producing its own immersion DUV lithography machine. The tech that prints circuits on almost every advanced chip. The tool’s reportedly been under evaluation at SMIC since last September, initially targeting 28nm production. Targets are modest around 5 machines in 2026, and 20 in 2027. But ASML shares still dropped as much as 8.6% the day this broke. Sources: • Bloomberg, “ASML Shares Drop After Report of China Producing DUV Chipmaking Tools” • HNGN, “ASML Shares Sink To June Lows As China Begins Mass-Producing Rival Lithography Tools” • TradingKey, “ASML Plunges Over 8% as China Starts Immersion DUV Lithography Mass Production”
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