China’s home-grown DUV progress not the biggest threat to ASML, analysts say

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.

The Dutch firm’s shares fell more than 8 per cent at one point on Monday (Jul 27) in the US before closing down 5.8 per cent, after The Information reported that China had begun manufacturing home-grown immersion deep-ultraviolet (DUV) lithography machines through a state-backed company in Shanghai.

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.

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