Chinas ranghöchste Halbleitermanager riefen diese Woche öffentlich zu einer konsolidierten nationalen Anstrengung auf, um eine inländische Alternative zum niederländischen Lithografieriesen ASML aufzubauen, und warnten, dass die Chipausrüstungsindustrie des Landes nach wie vor zu „klein, fragmentiert und schwach“ sei.
https://www.tomshardware.com/tech-industry/semiconductors/chinas-top-chip-execs-admit-fragmentation-is-undermining-the-countrys-asml-alternative
5 Kommentare
One of my [favorite stories](https://asiatimes.com/2025/10/china-reportedly-caught-reverse-engineering-asmls-duv-lithography/) is when a Chinese company broke an ASML DUV machine trying to reverse engineer it.
> A Chinese firm reportedly has sought technical support from ASML, the world’s largest chipmaking equipment supplier, after it failed to reassemble a deep-ultraviolet (DUV) lithography machine following an internal teardown for alleged reverse engineering.
They subsequently had to call ASML engineers to fix it.
That being said, non-ASML EUV can only be a good thing. It is too big a single point of failure for our civilization. As it stands it is basically Zeiss, Trumpf and a bunch of people in Veldhoven that hold the fate of the world’s cutting edge technology in their hands, with a neat target for external powers (*cough* US) to exert pressure. If anything were to happen to those entities, it would spell disaster for years to come.
This is to be expected. It is also at least partially the result of the US trying to manipulate the global market by exerting pressure on ASML to get them to stop supplying China. That and the other shenanigans are quite literally written into Chinese medium and long term plans as the reason for a switch to develop in-house advanced information technology capabilities.
They’ve been calling for this and attempting to reverse engineer ASML machines for years.
Turns out when you can’t wholesale steal the intellectual property, real innovation is hard.
The biggest beneficiary of their self-sufficiency drive is NAURA Technology
This will be a fascinating story to watch develop over our lifetime. The depths of corporate espionage and sabotage that might be involved… Might take a couple of life times before the rest of us get to hear about it.