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[News] China Reportedly Spent $13B+ Stockpiling ASML DUV Tools in 2024–25 as Advanced Chip Push Continues

What happened

China stockpiled 343 DUV systems (270 NXT:1980i) spending over $13B in 2024-25, supporting 7nm production despite export controls. This confirms strong demand for ASML equipment, with China accounting for 33-41% of its net sales.

Impact and signal

High impactImpact score: 90/100

Affected components and suppliers

DUV Lithography SystemsImmersion DUV Systems

ASML HuaweiChina-owned fabs

NXT:1980i NXT:2000i

ASMLChinaDUVStockpilingExport Control

Source and time

Source: TrendForce · 10/4/2026 · View original source

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[News] China Reportedly Spent $13B+ Stockpiling ASML DUV Tools in 2024–25 as Advanced Chip Push Continues

What happened

Impact and signal

Affected components and suppliers

Source and time

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