--- title: ASML shares fell 6.5% after a report that China has... description: ASML shares dropped 6.5% after The Information reported that a Shanghai-based company has begun mass-producing immersion DUV lithography machines — the same... canonical: https://daily.dev/posts/asml-shares-fell-6-5-after-a-report-that-china-has-started-mass-producing-duv-lithography-tools-o3zgaxi9d twitter:card: summary_large_image twitter:site: @dailydotdev og:type: website og:site_name: daily.dev og:title: ASML shares fell 6.5% after a report that China has started mass-producing DUV lithography tools | daily.dev og:description: ASML shares dropped 6.5% after The Information reported that a Shanghai-based company has begun mass-producing immersion DUV lithography machines — the same... og:url: https://daily.dev/posts/asml-shares-fell-6-5-after-a-report-that-china-has-started-mass-producing-duv-lithography-tools-o3zgaxi9d og:image: https://api.daily.dev/og/posts/O3zgaXi9D.png og:image:alt: ASML shares fell 6.5% after a report that China has started mass-producing DUV lithography tools og:image:width: 1200 og:image:height: 630 og:locale: en --- > ## Documentation Index > Fetch the complete documentation index at: https://daily.dev/llms.txt > Use this file to discover all available pages before exploring further. # ASML shares fell 6.5% after a report that China has started mass-producing DUV lithography tools **[The Next Web](https://daily.dev/sources/tnw)** · 3 min read · 2 upvotes · 4 comments ## Summary ASML shares dropped 6.5% after The Information reported that a Shanghai-based company has begun mass-producing immersion DUV lithography machines — the same type ASML is restricted from selling to China under Dutch and US export controls. China's share of ASML's net system sales fell to 14% in Q2 from 19% in Q1. DUV tools, while not ASML's most advanced technology (EUV remains out of China's reach), are sufficient for producing chips used in most consumer electronics and AI inference hardware. A domestic Chinese DUV capability would erode ASML's China revenue not through regulation but through replacement, raising questions about whether export controls accelerated the very outcome they were meant to prevent. The US MATCH Act would further pressure the Netherlands and Japan to align DUV restrictions with US rules within 150 days. ## Full article daily.dev links to this article rather than hosting it. Read it at the original source: ## Questions this post answers ### Why did ASML shares fall after a report about China making its own DUV lithography tools? ASML shares fell as much as 6.5% in Amsterdam after The Information reported a Shanghai-based company began mass-producing immersion DUV lithography tools, the kind ASML is barred from selling to China under export controls. This suggests China is replacing ASML's DUV supply domestically rather than merely facing regulatory restriction, threatening a portion of ASML's revenue through substitution rather than policy. _daily.dev helps engineers tracking chip supply chain shifts follow developments like ASML's changing China exposure._ ### What share of ASML's sales came from China in Q2 compared to Q1? China's contribution to ASML's net system sales fell to 14% in the second quarter, down from 19% in the first quarter. The decline reflects both tightening export restrictions on ASML's NXT:2050i and NXT:2100i systems and the possibility that Chinese chipmakers are sourcing lithography equipment domestically instead. _Investors and engineers weighing semiconductor supply chain risk can follow ASML's China sales trend on daily.dev._ ### Can China produce EUV lithography machines like ASML's most advanced tools? No, China cannot replicate extreme ultraviolet (EUV) lithography technology and has never been permitted to purchase it from ASML. However, deep ultraviolet (DUV) machines, which China has reportedly begun mass-producing domestically, are sufficient to manufacture the chips used in most electronics, including cars, smartphones, and AI inference accelerators. _daily.dev keeps hardware and AI infrastructure engineers current on shifts in global chip manufacturing capability._ ## Community discussion Top comments from developers on daily.dev. **@ruhabasim** · 3 upvotes > If this scales, the long term impact could be much bigger than the initial stock drop. **@akashskypatel** · 2 upvotes > hopefully its good for the consumer at the end of the day and brings chip prices down **@devfredx** · 0 upvotes > Honestly this might be a big win, even if it's not much it's a beginning of something new for China, the more they're restricted to Western technology the better they get at being independent. We all know how this guys are know for making things cheap, imagine if they're able to achieve this technological breakthrough, they'll do a massive comeback. And this might be in less than a decade, the Western world should be worried cause it will affect them. Just like the vehicle industry (Evs etc) this will definitely happen to the chip industry and I don't need to be an analyst to say this cause... ## Similar posts on daily.dev - [UBS says China is unlikely to match ASML’s top tool this decade](https://daily.dev/posts/ubs-says-china-is-unlikely-to-match-asml-s-top-tool-this-decade-pz2nvde07) · The Next Web · 0 upvotes · 0 comments - [The US says ASML’s top chip tool may be in China. ASML says it isn’t](https://daily.dev/posts/the-us-says-asml-s-top-chip-tool-may-be-in-china-asml-says-it-isn-t-fh89eon5c) · TechCrunch · 2 upvotes · 1 comments - [China’s homegrown DUV chip tool now has a name: Shanghai Aishengna](https://daily.dev/posts/china-s-homegrown-duv-chip-tool-now-has-a-name-shanghai-aishengna-m7lyixmyd) · The Next Web · 3 upvotes · 0 comments --- [View this post on daily.dev](https://daily.dev/posts/asml-shares-fell-6-5-after-a-report-that-china-has-started-mass-producing-duv-lithography-tools-o3zgaxi9d) ```json {"@context":"https://schema.org","@graph":[{"@type":"Organization","@id":"https://daily.dev/#organization","name":"daily.dev","url":"https://daily.dev","logo":{"@type":"ImageObject","url":"https://daily.dev/apple-touch-icon.png","width":180,"height":180},"sameAs":["https://twitter.com/dailydotdev","https://github.com/dailydotdev","https://www.linkedin.com/company/daily-dev-ltd"]},{"@type":"WebSite","@id":"https://daily.dev/#website","url":"https://daily.dev","name":"daily.dev","publisher":{"@id":"https://daily.dev/#organization"},"potentialAction":{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https://daily.dev/search?q={search_term_string}"},"query-input":"required name=search_term_string"}}]} {"@context":"https://schema.org","@type":"TechArticle","headline":"ASML shares fell 6.5% after a report that China has started mass-producing DUV lithography tools","url":"https://daily.dev/posts/asml-shares-fell-6-5-after-a-report-that-china-has-started-mass-producing-duv-lithography-tools-o3zgaxi9d","mainEntityOfPage":{"@type":"WebPage","@id":"https://daily.dev/posts/asml-shares-fell-6-5-after-a-report-that-china-has-started-mass-producing-duv-lithography-tools-o3zgaxi9d"},"datePublished":"2026-07-27T15:57:39.316Z","dateModified":"2026-09-14T08:46:55.949Z","description":"ASML shares dropped 6.5% after The Information reported that a Shanghai-based company has begun mass-producing immersion DUV lithography machines — the same...","image":"https://media.daily.dev/image/upload/f_auto,q_auto/v1/posts/9d71731db4a103163acea0da2cd2ab7c?_a=AQAEuop","thumbnailUrl":"https://media.daily.dev/image/upload/f_auto,q_auto/v1/posts/9d71731db4a103163acea0da2cd2ab7c?_a=AQAEuop","isAccessibleForFree":true,"articleSection":"The Next Web","inLanguage":"en","publisher":{"@type":"Organization","name":"daily.dev","url":"https://daily.dev","logo":{"@type":"ImageObject","url":"https://daily.dev/apple-touch-icon.png","width":180,"height":180}},"author":{"@type":"Organization","name":"The Next Web","logo":"https://media.daily.dev/image/upload/t_logo,f_auto/v1/logos/tnw","url":"https://daily.dev/sources/tnw"},"commentCount":4,"discussionUrl":"https://daily.dev/posts/asml-shares-fell-6-5-after-a-report-that-china-has-started-mass-producing-duv-lithography-tools-o3zgaxi9d","interactionStatistic":[{"@type":"InteractionCounter","interactionType":{"@type":"LikeAction"},"userInteractionCount":2},{"@type":"InteractionCounter","interactionType":{"@type":"CommentAction"},"userInteractionCount":4}],"keywords":"","timeRequired":"PT3M"} {"@context":"https://schema.org","@type":"BreadcrumbList","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https://daily.dev"},{"@type":"ListItem","position":2,"name":"The Next Web","item":"https://daily.dev/sources/tnw"},{"@type":"ListItem","position":3,"name":"ASML shares fell 6.5% after a report that China has started mass-producing DUV lithography tools"}]} {"@context":"https://schema.org","@type":"WebPage","@id":"https://daily.dev/posts/asml-shares-fell-6-5-after-a-report-that-china-has-started-mass-producing-duv-lithography-tools-o3zgaxi9d","comment":[{"@type":"Comment","text":"If this scales, the long term impact could be much bigger than the initial stock drop.","datePublished":"2026-07-27T16:19:12.742Z","url":"https://daily.dev/posts/O3zgaXi9D#c-CgLjQ9RtL","author":{"@type":"Person","name":"Ruhab Asim","url":"https://daily.dev/ruhabasim","image":"https://media.daily.dev/image/upload/s--O0TOmw4y--/f_auto/v1715772965/public/noProfile"},"interactionStatistic":{"@type":"InteractionCounter","interactionType":{"@type":"LikeAction"},"userInteractionCount":3}},{"@type":"Comment","text":"hopefully its good for the consumer at the end of the day and brings chip prices down","datePublished":"2026-07-27T16:34:47.239Z","url":"https://daily.dev/posts/O3zgaXi9D#c-XyzZMQKfH","author":{"@type":"Person","name":"Akash","url":"https://daily.dev/akashskypatel","image":"https://avatars.githubusercontent.com/u/8129618?v=4"},"interactionStatistic":{"@type":"InteractionCounter","interactionType":{"@type":"LikeAction"},"userInteractionCount":2}},{"@type":"Comment","text":"Honestly this might be a big win, even if it’s not much it’s a beginning of something new for China, the more they’re restricted to Western technology the better they get at being independent. We all know how this guys are know for making things cheap, imagine if they’re able to achieve this technological breakthrough, they’ll do a massive comeback. And this might be in less than a decade, the Western world should be worried cause it will affect them. Just like the vehicle industry (Evs etc) this will definitely happen to the chip industry and I don’t need to be an analyst to say this cause it’s highly obvious.","datePublished":"2026-07-29T09:18:34.805Z","dateModified":"2026-07-29T09:20:33.544Z","url":"https://daily.dev/posts/O3zgaXi9D#c-jfNQMp9tK","author":{"@type":"Person","name":"Fredrick-Marie","url":"https://daily.dev/devfredx","image":"https://avatars.githubusercontent.com/u/78586515?v=4"}}]} {"@context":"https://schema.org","@type":"FAQPage","@id":"https://daily.dev/posts/asml-shares-fell-6-5-after-a-report-that-china-has-started-mass-producing-duv-lithography-tools-o3zgaxi9d#faq","mainEntity":[{"@type":"Question","name":"Why did ASML shares fall after a report about China making its own DUV lithography tools?","acceptedAnswer":{"@type":"Answer","text":"ASML shares fell as much as 6.5% in Amsterdam after The Information reported a Shanghai-based company began mass-producing immersion DUV lithography tools, the kind ASML is barred from selling to China under export controls. This suggests China is replacing ASML's DUV supply domestically rather than merely facing regulatory restriction, threatening a portion of ASML's revenue through substitution rather than policy. daily.dev helps engineers tracking chip supply chain shifts follow developments like ASML's changing China exposure."}},{"@type":"Question","name":"What share of ASML's sales came from China in Q2 compared to Q1?","acceptedAnswer":{"@type":"Answer","text":"China's contribution to ASML's net system sales fell to 14% in the second quarter, down from 19% in the first quarter. The decline reflects both tightening export restrictions on ASML's NXT:2050i and NXT:2100i systems and the possibility that Chinese chipmakers are sourcing lithography equipment domestically instead. 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