Chinese semiconductor firms are finding innovative ways to adapt older technology in response to international export restrictions. By retrofitting existing lithography tools, these companies aim to sustain their production of cutting-edge AI and smartphone chips. The publication provides the following information: these adaptations are crucial for maintaining competitiveness in a rapidly evolving market.
Chinese Companies Enhance ASML Lithography Machines
In a strategic move to circumvent U.S. and Dutch export restrictions, Chinese companies are enhancing the performance of older ASML lithography machines, particularly the Twinscan NXT1980i system, which is no longer available for purchase in China. This retrofitting process allows firms like Semiconductor Manufacturing International Corporation (SMIC) and Huawei to continue producing advanced seven-nanometer chips without relying on the latest technology.
Upgrades Through Independent Modifications
To achieve these upgrades, Chinese manufacturers are sourcing components from secondary markets and employing their engineers to implement modifications independently, effectively bypassing ASML's involvement. This approach has led to improvements in overlay accuracy and throughput speeds, which are essential for the production of smaller, denser chips tailored for AI applications.
Resilience of Chinese Chipmakers
Despite the Dutch government's restrictions on ASML's support activities, Chinese chipmakers have demonstrated remarkable resilience and ingenuity, achieving significant advancements in their production capabilities. This development not only highlights the adaptability of the Chinese semiconductor industry but also raises questions about the long-term impact of export controls on global technology supply chains.
The Trump administration is currently reviewing Nvidia's H200 chip sales to China, a decision that contrasts with the innovative adaptations made by Chinese semiconductor firms in response to export restrictions. For more details, see more.







