China’s EUV Breakthrough: A Semiconductor Milestone and Western Concerns
China’s semiconductor industry may have achieved a significant advancement by reportedly building a fully functional EUV lithography prototype. The prototype utilizes older ASML machine parts, but its development marks a considerable step forward, potentially accelerating China’s path to semiconductor independence. Although the machine hasn’t produced any chips yet, sources suggest a mainstream rollout could occur by 2030, a timeline sooner than previously predicted, driven by the growing demand for self-built semiconductors. This progress comes as companies like Huawei seek greater chip capacity and as China continues to navigate technological limitations in its pursuit of advanced chipmaking capabilities.
John Q. Hosedrinker 
Matt Underwood