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Wednesday, February 4, 2026

Why ASML Chipmaking Tools Remain China’s Core Bottleneck Despite Reports of EUV Progress

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Why ASML Chipmaking Tools Remain China’s Core Bottleneck Despite Reports of EUV Progress

An undated Illustration shows the optical light path inside ASML’s Twinscan NXE:3400B semiconductor lithography tool. ASML via Reuters

News Analysis

For weeks, Chinese state outlets have touted “major breakthroughs” in extreme-ultraviolet (EUV) lithography—the light-etching machines that make the world’s most advanced chips and the main choke point in Beijing’s semiconductor push.

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