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umanwizardyesterday at 7:59 PM3 repliesview on HN

China cannot buy ASML machines. All advanced semiconductor manufacturing in China is done with stockpiled ASML machines from before the ban.


Replies

tooltalkyesterday at 8:34 PM

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.

phil21yesterday at 8:27 PM

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.

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squigzyesterday at 8:30 PM

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?

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