Critical Materials & Supply Chain▲impact 4
Domestic immersion DUV lithography machine enters mass production, lithography concept stocks hit limit up against the market
Lithography concept stocks opened sharply higher on July 28, with Zhangjiang High-Tech, Opto-Electronics, and Purity Technology among many stocks hitting limit up at the opening bell, while BlueInk Equipment and Wavelength Optoelectronics surged by the 20 percent daily limit. On the news front, according to a report by US tech media outlet The Information on July 27, a Chinese state-backed company has officially begun mass production of an immersion deep ultraviolet lithography machine, marking a key step in reducing China's reliance on overseas chipmaking equipment. Sources revealed that the domestic lithography equipment is expected to be delivered to major Chinese chip manufacturers within this year, and the machine is one of the core tools widely used by leading global chipmakers such as TSMC.