ZEISS SMT CEO: China 15 Years Behind in Top Chip Tools
THE SO WHAT
A 15-year gap in EUV-class tools means advanced-node capacity will remain concentrated in a small set of jurisdictions, even as export controls push China to accelerate. If your roadmap assumes diversified high-end fab supply, treat that as a long-term hedge, not a near-term reality—location risk is now a core part of chip strategy.
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