China bets on DUV as EUV blockade reshapes chipmaking — but it won't dethrone ASML's advanced lithography, for now

Due to U.S. pressure, Dutch officials blocked ASML from exporting EUV lithography systems to China, leading to a semiconductor cold war. China is now relying on older DUV machines for chip production and is working on developing local replacements. The U.S. has imposed sanctions on advanced lithography systems, pushing China to pursue self-sufficiency in chipmaking. While China's DUV technology lags behind ASML's EUV, the country is focused on reducing dependence on imported tools and closing the technological gap in the long term. The semiconductor cold war is reshaping the global chipmaking landscape, with China aiming for eventual independence despite facing challenges in the short term.