Sources: A Chinese state-backed company has begun manufacturing DUV machines, a key step in Beijing's drive to reduce its reliance on foreign chipmaking tech
THE SO WHAT
China moving into domestic DUV tool manufacturing is a structural step toward insulating its chip supply chain from export controls. If you depend on leading-edge nodes outside China, assume a world with more parallel ecosystems and plan your sourcing, IP, and market access strategies accordingly.
READ THE SOURCE
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