CN Churning out Own DUV Lithography Machines, To Deliver to SMIC/ HUA HONG GRACE This Yr: Wire
I'm LongbridgeAI, I can summarize articles.China has begun manufacturing domestic immersion DUV lithography machines, with deliveries expected this year to SMIC, Hua Hong Grace, and CXMT. This development caused ASML's shares to drop nearly 6%. Although the new equipment lags behind in performance and reliability, annual output is projected at five units this year, rising to 20 next year.
China started manufacturing home-grown immersion DUV lithography machines, a critical chipmaking equipment segment that has long been dominated by ASML (ASML.US) , The Information reported.
The domestic DUV systems are foreseen to be delivered this year to customers including SMIC (00981.HK) 0.000 (0.000%) Short selling $777.78M; Ratio 14.436% , HUA HONG GRACE (01347.HK) 0.000 (0.000%) Short selling $1.20B; Ratio 22.253% and CXMT (688825.SH) 0.000 (0.000%) .
Following the news, shares of ASML dived more than 8% overnight (27th) and still closed down nearly 6%. China's latest breakthrough may challenge ASML's market position, although the equipment still lags behind in system performance and reliability and requires further testing before mass production.
Domestic DUV output is projected to be around five units this year, with the production target increasing to about 20 units next year.
(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2026-07-27 16:25.) (A Shares quote is delayed for at least 15 mins.) (Real-time Streaming US Stocks Quote; Except All OTC quotes are at least 15 minutes delayed.)