China cannot buy ASML machines. All advanced semiconductor manufacturing in China is done with stockpiled ASML machines from before the ban.
Would you really need ASML machines to do DDR5 RAM? Honest question, but I figured there was competition for the non-bleeding edge - perhaps naively so.
As someone who knows next to nothing about this space, why can China not build their own machines? Is ASML the only company making those machines? If so, why? Is it a matter of patents, or is the knowledge required for this so specialized only they've built it up?
That restriction is only for the most advanced systems. According to ASML's Q3 2025 filing, 42% of all system sales went to China.
SK Hynix also has significant memory manufacturing presence in China; or about 40% of the company's entire DRAM capacity.