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ASML and China: the crack in the chip monopoly

August 2, 2026
ASML and China: the crack in the chip monopoly Watch on YouTube

ASML, China, and chips are entering a new phase: Beijing has not reached EUV, but its progress in DUV lithography could change the technology race.

ASML, China, and chips are entering a new phase: Beijing has not reached EUV, but its progress in DUV lithography could change the technology race.

In this episode, we examine why China’s new immersion lithography machines are worrying the West, what this means for ASML, SMIC, Huawei, and the semiconductor industry, and why sanctions may be accelerating China’s technological substitution.

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🤖 AI-generated content: the script, voices, and images for this episode were produced using artificial intelligence tools.

#ASML #China #Chips #Semiconductors #Lithography #SMIC #Huawei #Geopolitics

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