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China’s home-grown DUV progress not the biggest threat to ASML, analysts say
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Channel NewsAsia Asia Pacific News
Western anxiety over a potential breakthrough in Chinese chipmaking gear may be rising, but home-grown machines are not the greatest threat facing industry leader ASML, according to analysts.
China would produce about five DUV units this year and around 20 in 2027, The Information reported, citing anonymous sources.
The first systems were expected to go to Semiconductor Manufacturing International Corporation (SMIC), Hua Hong Semiconductor and memory-chipmaker ChangXin Memory Technologies (CXMT), the report said.
Previous reports of Chinese progress in immersion DUV had proved false, and it remained to be seen whether the latest claims were valid, Jefferies analyst William Beavington said.
Domestic capabilities in making such equipment would rise faster if home-grown machines were put into commercial production with major companies like SMIC and CXMT, he said.