China's Mass Production of DUV Lithography Tools Slams ASML Shares; Supply Chain Calls Panic Overblown
IanAndrewsDC · x · 2026-07-28
ASML shares fell as much as 6.5% after The Information reported that a state-backed Shanghai company began mass-producing immersion DUV lithography machines.
Key Details:
- The company, with ties to Huawei and SiCarrier, consolidated DUV development teams from various Chinese firms.
- Plans call for 5 tools this year and 20 next year, with potential customers including SMIC, CXMT, and Hua Hong Semiconductor.
Despite the stock market dip, analysts note that SMIC has been trialing this tool since September last year. Actual capacity ramp-up takes time, suggesting market panic over domestic DUV tools is overblown.
Related event: Rumors of China's Domestic DUV Mass Production Trigger ASML Plunge(3 posts)→
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