ASML shares fall 7%+ after a report that a Chinese state-backed company has begun manufacturing DUV machines; Applied Materials fell 6.5%+ and Lam Research 7%+
Sarah Jacob /Bloomberg:
Sources: a Chinese state-backed company has begun manufacturing DUV machines, a key step in Beijing's drive to reduce its reliance on foreign chipmaking tech
A Chinese state-backed company has begun manufacturing one of the key pieces of equipment used in chip manufacturing for the first time …
ASML shares fall 7%+ after a report that a Chinese state-backed company has begun manufacturing DUV machines; Applied Materials fell 6.5%+ and Lam Research 7%+
Sarah Jacob /Bloomberg:
Sources: a Chinese state-backed company has begun manufacturing DUV machines, a key step in Beijing's drive to reduce its reliance on foreign chipmaking tech
A Chinese state-backed company has begun manufacturing one of the key pieces of equipment used in chip manufacturing for the first time …
Sources: China is retrofitting older models of ASML's DUV machines to produce advanced smartphone and AI chips, exposing cracks in US-led export controls
Eleanor Olcott / Financial Times :
Sources: SMIC used ASML's DUV machines to produce its 7nm chip used by Huawei; ASML has never sold its EUV tools to China, but older DUV models can be retooled
- SMIC mixed ASML tech with other tools in Huawei chip: sources — New US controls regulate sale of some ASML machines in China Bluesky: @elkmovie.bsky.social . X: @silvermanjacob and @sarahannjacob B...
SMIC used DUV lithography, not EUV, for its 7nm chip, which isn't a breakthrough but does show progress and reaffirms China's commitment to domestic production
Chris Miller / Financial Times : Mastodon: @valeg@mastodon.social . X: @soft_fox_lad , @crmiller1 , and @fletcherschool . Forums: Beehaw Mastodon: Monsieur Valentine / @valeg@mastodon.social : @Techm...