Everyone’s Obsessed With the EUV Gap. China Just Made It Irrelevant.
China’s mass production of domestic immersion DUV lithography tools isn’t about matching TSMC’s EUV fabs — it’s about building a parallel supply chain for the mid-range chips that actually run the global economy. While the West fixates on the advanced-node gap, China is quietly achieving something more strategically dangerous: technological sovereignty at 28nm and 7nm, where 70% of real-world demand lives.