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China has begun mass production of domestic deep ultraviolet (DUV) lithography tools, reducing dependence on ASML and Western chip equipment.

Supply-chain shift enables accelerated Chinese chip production; erodes Western export-control leverage; ASML stock fell 4.6–6% on announcement.
Trade pressSlicast · July 27, 2026 at 15:13 UTC · US · Source: Intellectia AI
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CommentaryASML Presses €77 Million Daily Buyback as Washington Tightens China Controls and Homegrown DUV Tools EmergeCommentaryASML's High-NA Acceleration Draws UBS Upgrade, but China DUV Push and Export Policy Keep the Outlook Unresolved
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China has begun mass production of domestic… · Slicast