ASML holds roughly 98.7% of the immersion-DUV market, so ArFi tool access, not EUV alone, is the other real chokepoint in China's push for lithography self-sufficiency.
Bull 1Watch 2
Predictions & track record (2)
Awaiting gradingWhy did China build a 2008 model when it already held ASML's 7nm scanner?Score at the end of 2027. If deliveries of the domestic immersion scanner stay near the reported 20 units and the generation stays at 1950i class, the author was right, and if a 1980Di-class tool comes out of domestic parts, he was wrong.