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ChangXin Memory Technologies (CXMT)2026-07-29

CXMT shares surged 471% on STAR Market debut, IPO valuation > $100B

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

ChangXin Memory Technologies (CXMT)

partneredSTAR Market1 src
competes withMicron Technology1 src
competes withSamsung1 src
competes withSK Hynix1 src

ASML

partneredTSMC2 src
competes withChangXin Memory Technologies (CXMT)1 src
competes withHuawei1 src
competes withSemiconductor Manufacturing International Corporation1 src
developedEUV lithography machine1 src