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China Starts Production of Home‑Grown Immersion DUV Chipmaking Tools · GNN Daily Breaking News

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  Speaker 1: China has begun mass production of domestically developed immersion deep
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  Speaker 1: ultraviolet lithography machines, marking a milestone in its quest for
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  Speaker 1: semiconductor self sufficiency. The rollout is modest, just five machines
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  Speaker 1: in twenty twenty six and about twenty and twenty twenty seven,
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  Speaker 1: but it signals Beijing's determination to reduce reliance on foreign
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  Speaker 1: suppliers like ASML. The new systems are being produced by
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  Speaker 1: Shanghai Ishana Electronic Technology Group, a state owned company formed
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  Speaker 1: by consolidating several Chinese lithography startups. Deliveries are expected later
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  Speaker 1: this year to leading chip makers, including SMIC, Wahong Semiconductor,
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  Speaker 1: and chong Xion Memory Technologies. Technically, the machines operate at
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  Speaker 1: a one ninety three nanometer wavelength, using immersion technology water
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  Speaker 1: between the lens and wafer to print finer circuit patterns
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  Speaker 1: than dry systems. While they cannot match the efficiency of
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  Speaker 1: extreme ultraviolet EV tools, which remain blocked by US and
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  Speaker 1: Dutch export controls, immersion dvsystems can still reach advanced nodes
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  Speaker 1: such as seven nanometers and five nanometers through multi patterning,
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  Speaker 1: albeit with lower yields. The breakthrough has already rattled global markets. ASML,
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  Speaker 1: the Dutch supplier that dominates the lithography industry, saw its
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  Speaker 1: shares fall by seven to eight percent after reports of
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  Speaker 1: China's progress, wiping billions off its market value. Analysts say
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  Speaker 1: the move could accelerate a decline in ASML's China revenue,
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  Speaker 1: which accounted for one third of its sales in twenty
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  Speaker 1: twenty five. For Beijing, the achievement is as much political
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  Speaker 1: as technical. By producing functional immersion DV machines, China reduces
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  Speaker 1: its vulnerability to Western export controls and signals to global
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  Speaker 1: chip makers that it is actively engineering away single points
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  Speaker 1: of failure in the supply chain. Even if performance lags
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  Speaker 1: behind ASML systems, The domestic machines provide a full back
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  Speaker 1: option should restrictions tighten further challenges remain. Early reports suggest
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  Speaker 1: the Chinese machines still trail ASML in yield and reliability,
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  Speaker 1: requiring further testing before full commercial deployment. Some critical components
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  Speaker 1: are still sourced from Japan, leaving vulnerabilities in the supply
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  Speaker 1: chain and geopolitical tensions may intensify, with Washington likely to
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  Speaker 1: consider new sanctions in response. Nevertheless, the move underscores China's
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  Speaker 1: determination to achieve semiconductor independence. By scaling up production of
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  Speaker 1: immersion DV tools, Beijing is laying the groundwork for a
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  Speaker 1: future where its chip industry can survive and potentially thrive
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  Speaker 1: without Western technology.