Report says a Shanghai-backed company has begun making domestic immersion DUV tools
teortaxesTex · x · 2026-07-28
Report says a Shanghai-backed company has started making domestic immersion DUV lithography tools
A quote in the post says a Shanghai state-backed company has begun manufacturing domestic immersion DUV lithography machines.
- The reported plan is 5 units this year and about 20 units in 2027.
- If the machines are qualified for production lines, the first hit would be ASML’s DUV business in China.
- The market reportedly repriced the risk quickly: ASML fell about 6.7%, LRCX about 6.7%, AMAT about 5.3%, and KLAC about 5.0%.
- The quoted take also notes that manufacturing the tool is only the first hurdle; throughput, overlay precision, reliability, and maintenance will determine how much of ASML’s China business can actually be replaced.
Related event: SMIC Tests Domestic DUV Lithography for 7nm Chip Production(3 posts)→
More from Infra
- Together AI adds canary rollouts for zero-downtime model upgrades on dedicated inference — togethercompute · 2026-09-23
- Dedicated Hardware for Running AI Agents at Scale Arrives — cyrilzakka · 2026-09-23
- Ternary Bonsai 2 27B: 5.9GB weights retain ~95% of full-precision reasoning — cephaloform · 2026-09-23
- Qwen 27B runs 24hr unattended on one RTX5090, builds full Postgres-SpringBoot-React spreadsheet app — anglepoiselife · 2026-09-23
- OpenRoboto Shift launches: decentralized egocentric video data network for robot brains — markjeffrey · 2026-09-23
- Engineer describes designing digital circuits that recycle most of their energy — MikePFrank · 2026-09-23