YMTC and CXMT secure DUV machinery from ASML for their three-year expansion plan

Chinese RAM and storage manufacturers are also getting their act together, we are talking about the well-known ones CXMT and YMTC. According to what he tells us Financial Timesthese manufacturers have managed to gather enough equipment from ASML to secure your growth plans over the next 3 years, even if your supply chain is disrupted. They have achieved this by ensuring sufficient ASML DUV machinery that they can use for their expansion in these times where memory is so important.

CXMT and YMTC secure DUV machinery from ASML for the next 3 years

This even with the United States government alerting the Dutch to eliminate all exports of this type of tools to China, the manufacturers have obtained these older DUV machines for the manufacture of RAM and storage memory. The new bill called MATCH (Multilateral Alignment of Technology Controls on Hardware)now also intends to eliminate the export of technology that is considered strategic in chip manufacturing, to allied countries such as the Netherlands.

This new law would leave no type of machinery exported by ASML to Chinasince the oldest machinery (DUV) is the one used for the manufacture of RAM and storage memory, and it seems that its shipment to the Asian country would also be restricted. A Law that will be very good for the interests of the United States, but that would leave without a fifth of the turnover to ASMLsince China accounts for this high percentage of business for the European ASML.

China seeks to replace ASML’s DUV machines with its own technology

Meanwhile, in China work continues to replace this type of machinery with a nationally manufactured productalthough this will not be possible even during the next year 2027. Shanghai Yuliangsheng Technology is one of these companies, and its expansion plans include the manufacture of 12 DUV lithography machines for this yearincreasing to more than double from the initial 5 that were planned for 2026.

A high production that is possible also thanks to the collaboration of other local companies, demonstrating how China can be self-sufficient as long as you have a reasonable amount of time to develop your plans.