2026-07-31T07:53:59.048362Z

ASML shares plunge following reports of Chinese breakthrough in chip manufacturing. China has begun producing advanced chip manufacturing equipment, the very same that made ASML a major player

www.volkskrant.nl/economie/aandeel-asml-fors-onderuit-na-berichten-over-chinese-doorbraak-in-chipmachines~b1463579/

de VolkskrantAandeel ASML fors onderuit na berichten over Chinese doorbraak in chipmachinesChina is begonnen met de productie van geavanceerde chipmachines, dezelfde apparatuur waarmee ASML groot is geworden. De berichtgeving van technieuwssite The Information had direct gevolgen op de beurs: de Nederlandse chipmachinemaker ging stevig onderuit.

2026-07-31T09:11:28.453712Z

Zer0_F0x@Zer0_F0x@lemmy.world

⁨14⁩d

Replying to @⁨inari@piefed.zip⁩

Of course if China manages to spin major fab capacity of bleeding edge nodes off of this in the next few years they’ll have no use for US chips.

Couple that with the fabs being built in the US currently and Taiwan is losing a lot of strategic leverage…

⁨Jul⁩ ⁨31⁩, ⁨2026⁩, ⁨09:11⁩Edited ⁨⁨Jul⁩ ⁨31⁩, ⁨2026⁩, ⁨09:12⁩⁩en

2026-08-01T08:06:12.043867Z

mirshafie@mirshafie@europe.pub

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Replying to @⁨Zer0_F0x@lemmy.world⁩

China is already making really good chips, even in old and “outdated” fabs. Because they came up with techniques for how to squeeze more resolution out of those machines than what was thought possible. So if the DUV technology works, then I’m sure their fabs will make good chips.