China unlikely to match ASML's top tool in next decade, UBS says

Sarah Jacob / Bloomberg

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Veldhoven, Netherlands-based ASML is the only maker of sophisticated lithography machines that are crucial for manufacturing advanced semiconductors, including for Nvidia Corp. (Sept 1): China is ...

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(Sept 1): China is ...</p>\n\n<a href=\"https://www.theedgesingapore.com/news/china/china-unlikely-match-asmls-top-tool-next-decade-ubs-says?utm_source=Blog&utm_medium=RSS&utm_campaign=Tiger_Brokers_app_RSS\">网页链接</a>\n\n</div>\n","source":"edge_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>China unlikely to match ASML's top tool in next decade, UBS says</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nChina unlikely to match ASML's top tool in next decade, UBS says\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Sarah Jacob / Bloomberg</strong><span class=\"h-time small\">2026-09-01 14:52</span>\n</p>\n</h4>\n</header>\n<article>\n<div>\n<p>Veldhoven, Netherlands-based ASML is the only maker of sophisticated lithography machines that are crucial for manufacturing advanced semiconductors, including for Nvidia Corp. (Sept 1): China is ...</p>\n\n<a href=\"https://www.theedgesingapore.com/news/china/china-unlikely-match-asmls-top-tool-next-decade-ubs-says?utm_source=Blog&utm_medium=RSS&utm_campaign=Tiger_Brokers_app_RSS\">网页链接</a>\n\n</div>\n\n<div class=\"bt-text\">\n\n\n<p> 來源：<a href=\"https://www.theedgesingapore.com/news/china/china-unlikely-match-asmls-top-tool-next-decade-ubs-says?utm_source=Blog&utm_medium=RSS&utm_campaign=Tiger_Brokers_app_RSS\">Sarah Jacob / Bloomberg</a></p>\n<p>為提升您的閱讀體驗，我們對本頁面進行了排版優化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"ASMZ","symbol_name":"Corgi ASML 2x Daily ETF","start_time":0,"source_url":"https://www.theedgesingapore.com/news/china/china-unlikely-match-asmls-top-tool-next-decade-ubs-says?utm_source=Blog&utm_medium=RSS&utm_campaign=Tiger_Brokers_app_RSS","article_id":"2664898726","we_media_id":null,"thumbnails":[],"rights":{"source":"edge_highlight","url":"https://www.theedgesingapore.com/news/china/china-unlikely-match-asmls-top-tool-next-decade-ubs-says?utm_source=Blog&utm_medium=RSS&utm_campaign=Tiger_Brokers_app_RSS","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2664898726","pubTimestamp":1788245553,"columns":[],"sourceInfo":{"source_id":"edge_highlight","name":"Edge"},"weMediaInfo":null,"summary":"Veldhoven, Netherlands-based ASML is the only maker of sophisticated lithography machines that are crucial for manufacturing advanced semiconductors, including for Nvidia Corp. ","collect":0,"end_time":0,"defaultTopTitle":"theedgesingapore.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"ASMZ":"Corgi ASML 2x Daily ETF","LU0097036916.USD":"贝莱德美国增长A2 USD","FFGX":"Fidelity Fundamental Global ex-U.S. ETF","LU0345774391.USD":"NINETY ONE GSF AMERICAN FRANCHISE \"A\" (USD) ACC","BK4543":"AI","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","BK4588":"碎股","LU1734074674.USD":"NINETY ONE GSF ASIA PACIFIC FRANCHISE \"A\"(USD) ACC","ASML":"阿斯麦","LU0823434583.USD":"BNP PARIBAS US GROWTH \"C\" (USD) ACC","UBS":"瑞银","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","HBMX":"Tuttle Capital Concentrated Memory Stack ETF","BK4534":"瑞士信贷持仓","IFLR":"Innovator International Developed Managed Floor ETF","LU2063271972.USD":"富兰克林创新领域基金","LU1863844665.USD":"TEMPLETON EUROLAND \"A\" (USD) ACC A","LU0823434740.USD":"BNP PARIBAS US GROWTH \"C\" (USD) INC","BK4118":"综合性资本市场","CHPX":"Global X AI Semiconductor & Quantum ETF","EPAI":"Harbor AI Inflection Strategy ETF","IE0034235071.USD":"PINEBRIDGE EUROPE RESEARCH ENHANCED EQUITY \"A\" (USD) ACC","LU3187612489.SGD":"TEMPLETON EUROPEAN INSIGHTS \"A\" (SGDHDG) ACC","LU1829250122.USD":"高盛欧洲核心股票组合Acc","PQNT":"Pictet AI Enhanced International Equity ETF","FENI":"FIDELITY ENHANCED INTERNATIONAL ETF","LU0084288322.USD":"Natixis Asia Equity RD USD","ILOW":"AB International Low Volatility Equity ETF","BK4585":"ETF&股票定投概念","DBEF":"Xtrackers MSCI EAFE Hedged Equity ETF","IEFA":"iShares Core MSCI EAFE ETF","GSID":"Goldman Sachs MarketBeta International Equity ETF","ASMG":"2倍做多ASML ETF- Leverage Shares","LU0345774631.USD":"NINETY ONE GSF AMERICAN FRANCHISE \"A\" (USD) INC","03165":"华夏欧优股对冲","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","ASMH":"ASML Holding NV ADRhedged","BK4147":"半导体设备","DBEU":"Xtrackers MSCI Europe Hedged Equity ETF","ASMU":"Direxion Daily ASML Bull 2X ETF","CGIC":"Capital Group International Core Equity ETF","EFA":"欧澳远东指数 ETF-iShares MSCI","LU1863844749.USD":"TEMPLETON EUROLAND \"A\" (USD) INC"},"translate_title":"瑞银表示，未来十年中国不太可能与 ASML 的顶级工具相媲美","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"UBS":1.89,"ASML":1.95,"ASMU":0.6,"CHPX":0.6,"03165":0.6,"EFA":0.6,"FENI":0.6,"FFGX":0.6,"DBEF":0.6,"GSID":0.6,"PQNT":0.6,"DBEU":0.6,"ASMH":0.6,"ASMZ":0.6,"HBMX":0.6,"EPAI":0.6,"IEFA":0.6,"IFLR":0.6,"ILOW":0.6,"ASMG":0.6,"CGIC":0.6},"content_text":"Veldhoven, Netherlands-based ASML is the only maker of sophisticated lithography machines that are crucial for manufacturing advanced semiconductors, including for Nvidia Corp. (Sept 1): China is unlikely to advance its semiconductor manufacturing capabilities fast enough to develop a viable alternative to ASML Holding NV's cutting-edge extreme ultraviolet technology within the next decade, UBS Group AG analysts predicted.\n\"They seem to be at a similar stage to ASML in 2004,\" UBS analysts led by Francois-Xavier Bouvignies wrote in a note. \nBeijing has been investing state capital into the domestic chip industry to become self sufficient. Its progress has been stymied by Washington-led restrictions on exports of cutting-edge chip-making equipment. \nVeldhoven, Netherlands-based ASML is the only maker of sophisticated lithography machines that are crucial for manufacturing advanced semiconductors, including for Nvidia Corp. The chip-equipment giant is banned from selling its extreme ultraviolet (EUV) lithography tools to China, which is among its top markets. \nUBS analysts cited patent activity, particularly around light source and laser subsystems, as showing maturity comparable to ASML 15 years before it began mass producing its EUV tools.\n\"Given likely gaps in yield and throughput versus ASML, along with regulatory constraints, we see it as unlikely that Chinese lithography tools will be deployed outside China,\" they said. \nStill, UBS expects China to develop the capability for high-volume manufacturing of immersion deep ultraviolet (DUV) lithography machines within two to five years. While less advanced than EUV systems, immersion DUV machines are still essential to chipmaking, using light to print intricate circuit patterns onto silicon wafers.\nASML prices its immersion DUV machines at close to US$90 million ($115 million) compared with the advanced EUV gear that costs more than US$200 million apiece.\nAn ASML spokesperson did not respond to a request for comments. Its shares traded flat in Amsterdam on Tuesday. \nUploaded by Tham Yek Lee","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"}}}