China's top chip bosses urge supportive policies to create 'China's ASML'

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By Che Pan and Laurie Chen Top Chinese semiconductor executives have called for a coordinated national effort to develop operational lithography systems during the 2026-2030 period, underlining Beijing's push for greater technological self-reliance.Zhao Jinrong, chairman of Naura Technology Group SZSE:002371, Chen Nanxiang, chairman and president of Yangtze Memory Technologies Corp, and Liu Weiping, chairman of Empyrean Technology SZSE:301269, co-authored an article alongside leading semiconductor institutes that was published online late on Wednesday.They urged the government to pool national resources to integrate technological breakthroughs across institutions.Semiconductor manufacturing has emerged as a critical battleground in the China-U.S. technology rivalry since 2020, with Washington actively imposing restrictions to stop China from expanding advanced production capacity below 7-nanometer. "Taking lithography machines as an example, ASML's extreme ultraviolet (EUV) equipment has 100,000 components supplied by 5,000 suppliers, with ASML merely serving as the integrator," the executives wrote in Science and Technology Review, a journal affiliated with China's science and technology professionals association.Dutch firm ASML Holding EURONEXT:ASML has become the world's sole supplier of EUV lithography machines, essential for producing the most advanced semiconductor chips used to power smartphones, AI and advanced computing."How to establish China's ASML, so that the 'integrated' can jump out of the barrier of 'fame and fortune', and uniformly allocate funds and human resources is an urgent issue that relevant departments should immediately formulate implementation plans," they wrote.SEMICONDUCTOR AND NATIONAL STRATEGY China has made breakthrough progress at different institutions in EUV laser light sources, wafer stage, and optical systems, but integrating these components into a complete system remains a challenge that must be solved during the 15th five-year plan period, they said.The article also identified bottlenecks in electronic design automation (EDA) software, materials such as silicon wafers and electronic gases as key areas requiring national-level coordination.China designated semiconductors as a core pillar of its nascent industry alongside aviation, biotechnology and the low-altitude economy in its latest government work report release...

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