NuAxiSemiconductor trade intelligence

Taking Stock of China’s EUV Lithography Efforts

What happened

A Reuters report indicates a Chinese team has built a prototype EUV lithography machine, with volume production of chips not expected before 2030. Chinese foundries like SMIC are currently stretching DUV tools to produce near-5nm chips, such as the Kirin 9030, but with low yields. Neutral: This is a long-term R&D milestone with no immediate impact on component supply, pricing, or trading decisions.

Impact and signal

Low impactImpact score: 10/100

Affected components and suppliers

EUV Lithography ToolsDUV Lithography Tools

ASML SMIC

r&dgeopoliticstechnology-gap

Source and time

Source: Power Electronics News · 2/17/2026 · View original source

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Taking Stock of China’s EUV Lithography Efforts

What happened

Impact and signal

Affected components and suppliers

Source and time

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