Photon Capital(@PhotonCap):- 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.

2026.10.03 05:16

- 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.