NuAxiSemiconductor trade intelligence

[News] “China’s ASML” by 2030? SMIC, Naura and Other Chip Leaders Call for National Effort

What happened

Chinese semiconductor executives published a roadmap calling for a national effort to build a domestic ASML alternative by 2030, citing breakthroughs in subsystems but acknowledging fragmentation. A prototype EUV tool was reportedly assembled in late 2025, with functional chip production targeted for 2028-2030. Neutral: This is a long-term strategic declaration with no immediate impact on component supply, pricing, or trading decisions.

Impact and signal

Low impactImpact score: 10/100

Affected components and suppliers

EUV LithographyDUV Lithography

ASML SMICNaura Technology GroupEmpyrean

policyr&dchinaself-reliance

Source and time

Source: TrendForce · 3/5/2026 · View original source

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[News] “China’s ASML” by 2030? SMIC, Naura and Other Chip Leaders Call for National Effort

What happened

Impact and signal

Affected components and suppliers

Source and time

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