Report: CXMT and YMTC Stockpile Three Years of ASML DUV Machines as China Races to Beat Export Limits
A Financial Times report says Chinese chipmakers CXMT and YMTC have amassed a three-year supply of ASML DUV lithography machines to hedge against export limits. Domestic manufacturer Yuliangsheng is also said to be on track to build 12 DUV scanners by the end of the year.
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AI CuratedCXMT and YMTC Stockpile ASML Tools for Three-Year Expansion Plans
According to a Financial Times report, CXMT (memory) and YMTC (storage) have secured sufficient DUV lithography tools from ASML to sustain their growth plans for three years, even if export restrictions tighten. The US is pressuring the Netherlands to halt all tool exports to China, including older DUV machines, which could impact ASML's revenue significantly.
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