A
ASML
↑ risingNegative
vs
competes with (1)
S
Semiconductor Manufacturing International Corporation
↑ risingNeutral
Coverage (30d)
1vs3
This Week
1vs2
Evidence
1 articlesRelationships
1Timeline
Semiconductor Manufacturing International Corporation2026-07-27
China's domestic DUV lithography machines enter production, targeting 5 units in 2026 and 20 in 2027
ASML2026-03-18
Production capacity for EUV lithography machines capped at ~100 units/year through 2030, creating AI hardware bottleneck
ASML2026-03-16
Maintains monopoly on EUV lithography machines essential for advanced AI chip production
ASML2026-02-24
Announced breakthrough in EUV lithography technology, boosting light source power from 600W to 1,000W
ASML2026-02-24
Achieved major breakthrough in extreme ultraviolet lithography technology
Ecosystem
ASML
partneredTSMC2 src
competes withHuawei1 src
competes withSemiconductor Manufacturing International Corporation1 src
developedEUV lithography machine1 src
Semiconductor Manufacturing International Corporation
developedKirin 90301 src
competes withIntel1 src