UBS Report Says China Trails ASML EUV by Ten Years
Investment bank UBS cites stalled progress and export curbs in its assessment.
Investment bank UBS cites stalled progress and export curbs in its assessment.
Wccftech reported on a UBS assessment that China is unlikely to match ASML extreme ultraviolet lithography machines for another decade. The article states progress remains at levels comparable to ASML technology from 2004. UBS ties its outlook to recent DUV export restrictions and projects China accounting for 15-20 percent of ASML sales by 2027 under its bear case. The coverage presents these figures as the bank's estimates rather than confirmed outcomes.
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Investment bank UBS cites stalled progress and export curbs in its assessment.
Wccftech reported on a UBS assessment that China is unlikely to match ASML extreme ultraviolet lithography machines for another decade. The article states progress remains at levels comparable to ASML technology from 2004. UBS ties its outlook to recent DUV export restrictions and projects China accounting for 15-20 percent of ASML sales by 2027 under its bear case. The coverage presents these figures as the bank's estimates rather than confirmed outcomes.