NuAxiSemiconductor trade intelligence

🔥 Top figures from #SMIC, #Naura, and other major Chinese firms are calling for a national chip independence push — including a homegrown #ASML al...

What happened

Executives from SMIC and Naura urge national chip independence and a homegrown ASML alternative by 2030. This reflects a strategic push to reduce reliance on foreign technology amid geopolitical tensions. The immediate impact on current pricing is neutral.

Impact and signal

Low impactImpact score: 10/100

Affected components and suppliers

光刻机

Semiconductor Manufacturing International CorporationNaura Technology GroupASML Holding

policydomestic-independencelithography

Source and time

Source: TrendForce Official (Market Data) · 3/6/2026 · View original source

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🔥 Top figures from #SMIC, #Naura, and other major Chinese firms are calling for a national chip independence push — including a homegrown #ASML al...

What happened

Impact and signal

Affected components and suppliers

Source and time

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