--- title: "The era of monopoly is over! China's version of the 'Manhattan Project' exposed: Has the domestic EUV lithography machine really arrived?" type: "Topics" locale: "en" url: "https://longbridge.com/en/topics/37250721.md" description: "End of monopoly? China's 'Manhattan Project': First glimpse of domestically produced EUV lithography machine According to the latest report from Reuters, China has made a major breakthrough in the most advanced field of semiconductors: successfully manufacturing a prototype of an extreme ultraviolet (EUV) lithography machine for producing advanced chips. 1. Challenging ASML's monopoly For a long time, Dutch giant ASML has been the only company in the world capable of producing EUV machines. These machines cost up to $250 million each and are indispensable for producing cutting-edge chips for Nvidia and AMD..." datetime: "2025-12-19T01:39:10.000Z" locales: - [en](https://longbridge.com/en/topics/37250721.md) - [zh-CN](https://longbridge.com/zh-CN/topics/37250721.md) - [zh-HK](https://longbridge.com/zh-HK/topics/37250721.md) author: "[投資從零開始 (Andy)](https://longbridge.com/en/profiles/12189443.md)" --- # The era of monopoly is over! China's version of the 'Manhattan Project' exposed: Has the domestic EUV lithography machine really arrived? # The End of Monopoly? China's "Manhattan Project": First Look at Domestic EUV Lithography Machine ![May be an image of circuit board, capacitor and text](https://pub.pbkrs.com/uploads/2025/dafb1a64748ac68c05e49544ec0f6baf?x-oss-process=style/lg) According to the latest Reuters report, China has made a major breakthrough in the most advanced semiconductor field: successfully developing a prototype of an extreme ultraviolet (EUV) lithography machine for producing cutting-edge chips. **1\. Challenging ASML's Monopoly** For a long time, Dutch giant ASML has been the only company in the world capable of producing EUV machines. These machines cost up to $250 million each and are indispensable for manufacturing Nvidia and AMD's advanced chips. - R&D Background: China's six-year "government plan" focused on self-sufficiency is bearing fruit. - Strategic Level: Industry insiders compare this to China's version of the "Manhattan Project." **2\. Huawei's Role and R&D Details** This is not just corporate innovation but a national-level mobilization: - Coordination: Huawei is reportedly acting as the coordination hub between labs and suppliers. - Core Breakthroughs: Former ASML engineers assisted in reverse-engineering some components, aiming to rebuild a semiconductor ecosystem within a closed system. - Current Status & Goals: The prototype can already generate EUV light and is now entering the testing phase, with commercialization targeted between 2028 and 2030. **3\. The "Boomerang Effect" of Western Sanctions** The article highlights an uncomfortable truth: export controls have not halted progress but accelerated self-reliance. - Forced Internalization: If China could have purchased ASML machines, it might not have pursued such intensive R&D. - Narrowing the Gap: While ultra-high-precision optics and Zeiss-level mirrors remain major challenges, the assumption of a "decades-long gap" has been shattered. **4\. A Complete Game-Changer** Once China possesses EUV, even if initial efficiency is lower, the issue shifts from "having or not" to "speed of iteration." - Eliminating Bottlenecks: China aims to integrate design, manufacturing, and packaging into a single system, completely removing U.S. supply chains. - End of Monopoly: History shows sanctions cannot permanently block a major nation's industrial will. This tech war is accelerating the end of an old era. ![May be an image of text](https://pub.pbkrs.com/uploads/2025/04ce3eb1d20f30ae6de6b4bf0a694c04?x-oss-process=style/lg) $Taiwan Semiconductor(TSM.US) $ASML(ASML.US) $Applied Materials(AMAT.US) $Lam Research(LRCX.US) $SMIC(00981.HK) $Cambricon(688256.SH) $ZJHTC(600895.SH) $Focuslight(688167.SH) $Mloptic(688502.SH) $NAURA(002371.SZ) # If you find this article valuable, please like and share it. Thank you for your support! Investing from Scratch (Andy) Daily market insights to keep you company on your investment journey. 🏆 Achievements (Hong Kong's Only): - Over 50,000 followers and supporters on social media - Full-time trader - 10+ top-three finishes in investment competitions (including Hong Kong and global events) 1. Single-month returns as high as +1100% 2. Highly praised by professional financial analysts 3. Experienced in HK stocks, US stocks, warrants, CBBCs, and ETFs 4. Five-day returns as high as +453% 5. Author of the foreword for a renowned investment book 6. 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