ASML, the Dutch company that makes every EUV chip-printing machine sold worldwide, is the central chokepoint in global semiconductor supply chains and a flashpoint in US-China technology competition.
China's largest domestic chip foundry, blocked from EUV lithography by the US Entity List since 2020, now producing 7nm chips for Huawei's AI and mobile programs.
full dossier ›The global race to manufacture advanced chips pits Taiwan, South Korea, the United States, and China against one another, with control of AI hardware supply at stake.
Manufacturing utilisation near a decade low, retail growth at a three-year trough, and Beijing answers with 'anti-involution', not a consumer bailout
Lutnick alleges EUV-related components and transport gear reached China; ASML insists no system or EUV-specific part was ever delivered, as BIS enforcement looms
China's lead foundry scales N+2 output for Ascend 910C/910D as Huawei targets ~600k dies; HBM and yields, not lithography, are now the bottleneck