China’s chip machine challenge to ASML
China is building its own lithography machines, and even five machines were enough to shake ASML.
What’s happening
5 machines planned this year, 20 in 2027
SMIC and other Chinese chipmakers are expected to use them
China can already make 7nm-class chips, but at a much higher cost
The bigger goal is reducing dependence on ASML for machines, parts and servicing
The real test
China still trails ASML in advanced lithography. The key is whether these machines can deliver high throughput, reliable production and better yields.
Five machines won’t replace ASML. But they could be the start of something much bigger.
Read full blog: Is China Building Chip Machines That Threaten ASML?