这项消息迅速波及全球半导体设备制造商，引发市场恐慌。包括 ASM International、BE Semiconductor、Applied Materials 及 Lam Research 等公司的股价均出现显著下跌。在东京股市，同样制造光刻设备的 Nikon 和 Canon 也遭遇两个多月来的最大跌幅。（关键数字：more than two months）
尽管目前该中国公司的产量仍处于早期阶段（预计今年生产约 5 台，明年约 20 台），但已展现出中国在面对美国出口管制下，于晶片制造领域取得进展的迹象。由于 ASML 目前被禁止向中国出口其最先进的极紫外（EUV）及部分高阶 DUV 设备，此项发展对其在供应链中的主导地位构成潜在威胁。
According to reports, a Chinese state-backed company based in Shanghai has begun mass-producing certain chipmaking equipment, specifically immersion deep ultraviolet (DUV) lithography machines. This news raised investor concerns about the sales prospects of the Dutch equipment giant ASML, causing its shares to slide to their lowest point since early June, with a drop of up to 8.3%.
This news quickly spread to global semiconductor equipment manufacturers, sparking market jitters. The stock prices of companies including ASM International, BE Semiconductor, Applied Materials, and Lam Research all experienced significant declines. In the Tokyo stock market, fellow lithography equipment makers Nikon and Canon also suffered their sharpest drops in more than two months.
Although the Chinese company's production volume is still in its early stages (targeting about 5 machines this year and about 20 next year), it shows signs of China's progress in chip manufacturing despite US export controls. Since ASML is currently banned from exporting its most advanced extreme ultraviolet (EUV) and certain high-end DUV tools to China, this development poses a potential threat to its dominance in the supply chain.