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.
完整档案 ›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.
制造业产能利用率接近十年低点，零售增长触三年最低，北京以「反内卷」作答，而非消费救市
卢特尼克指控EUV相关部件及运输设备流入中国，ASML坚称从未交付任何系统或EUV专用部件，BIS执法行动迫在眉睫
中国头部晶圆代工厂扩大N+2产能供应昇腾910C/910D，华为目标约60万颗芯片；HBM和良率，而非光刻机，如今才是真正的瓶颈