While AI chip exports get more attention, whether China can continue to import ASML’s DUV immersion (DUVi) lithography machines will be the decisive factor in US-China AI competition over the next decade. @techstatecraft has published a 30,000-word report that models how continued DUVi exports may let Huawei and other Chinese chipmakers scale AI chip production to compete with leading US AI chipmakers like NVIDIA. Our core findings: (1) 𝗖𝗵𝗶𝗻𝗮 𝗻𝗲𝗲𝗱𝘀 𝗗𝗨𝗩𝗶 𝗺𝗮𝗰𝗵𝗶𝗻𝗲𝘀 𝘁𝗼 𝗺𝗮𝗸𝗲 𝗔𝗜 𝗰𝗵𝗶𝗽𝘀, 𝗯𝘂𝘁 𝗶𝘀 𝘂𝗻𝗹𝗶𝗸𝗲𝗹𝘆 𝘁𝗼 𝗰𝗼𝗺𝗺𝗲𝗿𝗰𝗶𝗮𝗹𝗶𝘇𝗲 𝗶𝘁𝘀 𝗼𝘄𝗻 𝗮𝘁 𝘀𝗰𝗮𝗹𝗲 𝘂𝗻𝘁𝗶𝗹 𝘁𝗵𝗲 𝗺𝗶𝗱-2030𝘀. This gives the United States and its allies, the sole producers, extraordinary leverage over China’s AI ambitions. (2) 𝗬𝗲𝘁 𝘁𝗼𝗱𝗮𝘆 𝗔𝗺𝗲𝗿𝗶𝗰𝗮 𝗮𝗻𝗱 𝗶𝘁𝘀 𝗮𝗹𝗹𝗶𝗲𝘀 𝗮𝗿𝗲 𝗴𝗶𝘃𝗶𝗻𝗴 𝗮𝘄𝗮𝘆 𝘁𝗵𝗮𝘁 𝗹𝗲𝘃𝗲𝗿𝗮𝗴𝗲 𝗯𝘆 𝗽𝗲𝗿𝗺𝗶𝘁𝘁𝗶𝗻𝗴 𝗖𝗵𝗶𝗻𝗮 𝘁𝗼 𝗶𝗺𝗽𝗼𝗿𝘁 𝗗𝗨𝗩𝗶 𝘀𝘆𝘀𝘁𝗲𝗺𝘀 𝗰𝗮𝗽𝗮𝗯𝗹𝗲 𝗼𝗳 𝗺𝗮𝗸𝗶𝗻𝗴 𝗛𝘂𝗮𝘄𝗲𝗶'𝘀 𝗔𝗜 𝗰𝗵𝗶𝗽𝘀. China has aggressively capitalized on this opening, amassing a large, growing stockpile of these systems as of 2026. If Chinese DUVi imports continue, China could accumulate enough lithography capacity over the next five to ten years to narrow or even erase the currently sizable US-allied advantage in AI chipmaking. (3) 𝗧𝗵𝗲 𝗨𝗻𝗶𝘁𝗲𝗱 𝗦𝘁𝗮𝘁𝗲𝘀 𝗰𝗮𝗻 𝗽𝗿𝗲𝘃𝗲𝗻𝘁 𝘁𝗵𝗶𝘀 𝗼𝘂𝘁𝗰𝗼𝗺𝗲 𝘄𝗶𝘁𝗵 𝗮 𝘀𝗶𝗺𝗽𝗹𝗲 𝗽𝗼𝗹𝗶𝗰𝘆 𝗰𝗵𝗮𝗻𝗴𝗲: 𝗿𝗲𝗽𝗹𝗮𝗰𝗲 𝘁𝗵𝗲 𝗰𝘂𝗿𝗿𝗲𝗻𝘁, 𝗽𝗮𝗿𝘁𝗶𝗮𝗹 𝗗𝗨𝗩𝗶 𝗰𝗼𝗻𝘁𝗿𝗼𝗹𝘀 𝘄𝗶𝘁𝗵 𝗮 𝗖𝗵𝗶𝗻𝗮-𝘄𝗶𝗱𝗲 𝗯𝗮𝗻 𝗼𝗻 𝗮𝗹𝗹 𝗗𝗨𝗩𝗶 𝗲𝘅𝗽𝗼𝗿𝘁𝘀, 𝘄𝗶𝘁𝗵 𝗰𝗼𝗺𝗽𝗹𝗲𝗺𝗲𝗻𝘁𝗮𝗿𝘆 𝗰𝗼𝗻𝘁𝗿𝗼𝗹𝘀 𝗼𝗻 𝘀𝗽𝗮𝗿𝗲 𝗽𝗮𝗿𝘁𝘀 𝗮𝗻𝗱 𝘀𝗲𝗿𝘃𝗶𝗰𝗶𝗻𝗴. This action would secure the US advanced AI chip production advantage (see Figure)—and resulting AI capability advantage—for at least a decade and ensure that the next wave of advanced fabs is built in the United States and its allied countries, not China. The MATCH Act, now before Congress, would establish China-wide controls on DUVi exports. Passing MATCH is arguably the single strongest step the US government can take to ensure a long-term AI advantage over China. We also develop analysis on: - China's lithography indigenization trajectory - The regulatory structure of US, Dutch, and Japanese export controls on SME - China's DUVi imports and installed base - Yields and throughputs obtainable with China’s installed DUVi systems - US and Chinese AI chip production under a range of scenarios See the full report at

ENHYPEN : IMMERSION IN CINEMAS 🌍 First round of global release countries announced! Get immersed with the ENHYPEN members worldwide. 📅 In cinemas worldwide beginning April 8 Tickets on sale beginning March 25 ✨ Screening in SCREENX, 4DX and ULTRA 4DX where available 🎟️ Contact your local cinemas for screening details. #엔하이픈# #ENHYPEN# #EN_IMMERSION_INCINEMAS#

- Chinese fabs acquired approximately 343 immersion DUV lithography systems by early 2026, per CTS report from late September. - Report authored by former US export control official Nicholas Brown and White House technology adviser Saif Khan. - Findings fuel Washington debate on imposing total export ban of immersion DUV tools to China. > The accumulation of DUV immersion systems in Chinese fabs presents a quantified case for stricter export controls, potentially influencing US semiconductor supply chain policy and $ASML's market access to China.

SITUATION EXPLAINED: A Chinese state-backed company started mass-producing DUV lithography tools, a step below EUV but still significant. • ASML shares fell as much as 6.5%, their lowest since early June, after The Information reported a Shanghai-based, state-backed company began mass-producing immersion DUV lithography machines • The company is Shanghai Yuliangsheng, with ties to Huawei and the SiCarrier equipment group, it brought together immersion DUV development teams from other Chinese firms • Plans call for 5 tools this year and 20 next year, with confirmed customers SMIC, CXMT, and Hua Hong Semiconductor • Real caveat: SMIC has actually been trialing this tool since September 2025, and active mass production isn't targeted until 2027 at the earliest • Independent analysis from the AI Futures Project puts commercial-scale Chinese immersion DUV in the mid-2030s, with ASML still holding 98.7% of the immersion lithography market • Chinese chipmakers are currently only allowed to buy ASML's older DUV tools, not its cutting-edge EUV machines • The MATCH Act, moving through Congress, would widen restrictions specifically on immersion DUV equipment • China is separately developing its own domestic EUV machine, but that project remains at the prototype stage and is likely years away from producing working chips • Nikon and Canon are the only other established DUV/lithography vendors outside ASML, alongside SMEE as another Chinese domestic challenger @theojaffee: "Someone has to own the bottom of the market. Chinese DUV would be the same thing for ASML. The frontier leading-edge chip fabs will still be using ASML EUV machines, but less leading-edge fabs would use DUV machines, like, for example, it would be really helpful for Huawei."

#WATCH# | Puri, Odisha | Devotees participate in large numbers in the immersion (Visarjan) procession of Maa Dakshinakali being taken out from Sakhi Gopal to the designated immersion site at Chandanpur.

Hungarian freediver Zsofia Torocsik set a world record with a 350-foot dive at the 2026 World Apnea Depth Championships, securing the world title in free immersion. The four-minute dive set a record that is pending ratification.