AI hardware stocks plunge as China claims it can make DUV lithography machines

Asian equity markets fell sharply on Tuesday after reports that China can now manufacture DUV lithography machines, a segment previously dominated by Dutch company ASML. The news hit AI hardware suppliers — the so-called "picks and shovels" trade — particularly hard. Analysts warn that Chinese competition in this segment poses a genuine threat to existing market leaders.

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💻 Technology China mass-producing its own DUV chip-making machines PC Gamer · 5h ago 💻 Technology China Claims Chip Tool Breakthrough, but Analysts Urge Caution CNBC · 6h ago 💻 Technology US warns China may have obtained ASML's advanced chip-making machine Interia Fakty · 11d ago

More on this topic

💻 Technology China mass-producing its own DUV chip-making machines PC Gamer · 5h ago 💻 Technology China Claims Chip Tool Breakthrough, but Analysts Urge Caution CNBC · 6h ago 💻 Technology US warns China may have obtained ASML's advanced chip-making machine Interia Fakty · 11d ago