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![rwang07 Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::833295407182516224.png) Ray Wang [@rwang07](/creator/twitter/rwang07) on x 14.3K followers
Created: 2025-07-20 13:53:23 UTC

Few notable (but unsurprising) excepts from this @NikkeiAsia  piece (great one btw) on Chinese semiconductor industry. Nothing "crazy" here but great context to confirm and reexamine.

1) CXMT and YMTC, have replaced foreign tools used for etching, measurements, deposition, chemical polishing and more with domestic alternatives.

2) SMIC and CXMT have experienced significant yield loss due to the use of domestic equipment, something global chipmakers typically try to avoid, Nikkei  Asia has learned. Notably, this HAS NOT stopped them from continuing their trials.

4) Chinese lithography is nowhere close to being self-sufficient and most  production lines are still using ASML or Nikon machines (even those are older models).

5) Huawei, SiCarrier and Yuliangsheng are working together to  develop China's first immersion DUV lithography machines in hopes of  rivaling global leaders like ASML and Nikon.

It aims to develop a homegrown EUV lithography machine and build an independent ecosystem free from U.S. restrictions. The central and local  governments are also throwing their weight behind such efforts.

Credit: Nikkei Asia

![](https://pbs.twimg.com/media/GwTi9YOWsAAaGGq.jpg)

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[Post Link](https://x.com/rwang07/status/1946931447236829461)

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

rwang07 Avatar Ray Wang @rwang07 on x 14.3K followers Created: 2025-07-20 13:53:23 UTC

Few notable (but unsurprising) excepts from this @NikkeiAsia piece (great one btw) on Chinese semiconductor industry. Nothing "crazy" here but great context to confirm and reexamine.

  1. CXMT and YMTC, have replaced foreign tools used for etching, measurements, deposition, chemical polishing and more with domestic alternatives.

  2. SMIC and CXMT have experienced significant yield loss due to the use of domestic equipment, something global chipmakers typically try to avoid, Nikkei Asia has learned. Notably, this HAS NOT stopped them from continuing their trials.

  3. Chinese lithography is nowhere close to being self-sufficient and most production lines are still using ASML or Nikon machines (even those are older models).

  4. Huawei, SiCarrier and Yuliangsheng are working together to develop China's first immersion DUV lithography machines in hopes of rivaling global leaders like ASML and Nikon.

It aims to develop a homegrown EUV lithography machine and build an independent ecosystem free from U.S. restrictions. The central and local governments are also throwing their weight behind such efforts.

Credit: Nikkei Asia

XXXXX engagements

Engagements Line Chart

Related Topics $0981hk

Post Link

post/tweet::1946931447236829461
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