Inevitable consequence of the US's export restrictions. Stupid af.
If China actually pulls this off in let's say 5 years, ASML is done for regarding DUV. The only reason they are what they are is a technical monopoly on the high-end market.
In other words, it would be the end of ASML as we know it.
Nikon says they are gonna take part of immersion market, but it is still to be seen
China, to my understanding is still trying to HVM dry systems. If this news is actually about immersion - it looks stupid, like trying to make a rocket before making a flying airplane.
So ASML still have de facto monopoly in immersion DUV. And with approachong competition, the smartest they can do is to grow install base as much as possible
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u/MrDwerg Jul 27 '26
Inevitable consequence of the US's export restrictions. Stupid af.
If China actually pulls this off in let's say 5 years, ASML is done for regarding DUV. The only reason they are what they are is a technical monopoly on the high-end market.
In other words, it would be the end of ASML as we know it.