這項消息迅速波及全球半導體設備製造商，引發市場恐慌。包括 ASM International、BE Semiconductor、Applied Materials 及 Lam Research 等公司的股價均出現顯著下跌。在東京股市，同樣製造光刻設備的 Nikon 和 Canon 也遭遇兩個多月來的最大跌幅。（關鍵數字：more than two months）
儘管目前該中國公司的產量仍處於早期階段（預計今年生產約 5 台，明年約 20 台），但已展現出中國在面對美國出口管制下，於晶片製造領域取得進展的跡象。由於 ASML 目前被禁止向中國出口其最先進的極紫外（EUV）及部分高階 DUV 設備，此項發展對其在供應鏈中的主導地位構成潛在威脅。
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.