ChainCatcher 消息，Citrini 分析师 Jukan 在社交媒体发文表示，中国在 DUV 光刻技术方面取得进展的消息并不特别令人意外，市场此前已对此形成一定预期。他指出， The Information 的相关报道仅援引中国某所交通大学教授在 6 月一次内部会议上的发言，并未披露更多实质性信息。 Jukan 认为，受此消息影响， ASML 等半导体设备股出现的抛售反应过度。
此前报道，据 The Information 援引知情人士消息，一家获中国国有资本支持的企业已开始量产自主研发的 DUV （深紫外）光刻机制造设备，标志着中国半导体产业国产化替代取得关键进展。
消息人士称，该企业计划于 2026 年生产约 5 台国产 DUV 光刻机，并在 2027 年扩大至约 20 台。虽然与荷兰光刻机巨头 ASML 去年交付 131 套浸没式 DUV 光刻系统相比仍存在差距，但国产设备进入量产阶段，被市场视为中国芯片供应链自主化的重要突破。
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