It would be interesting to see the difference of Huawei's influence between different lithography systems. DUV vs EUV.How much control Huawei has in the lithography field will depend on their control on the supply chain. If the relationship is like ASML and their suppliers, then they may have exclusivity when comes to acquiring critical lithography subsystems and components, limiting other companies entering the field. If not then other companies could enter the market and compete.
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I think in my opinion that doesn't looks like that subsystem manufacturers have exclusivity to any company, I do think that Naura and maybe even ACMR are probably going to enter lithography field with their own systems, I-Line, KrF and maybe even dry ArF.
They are more straight up from Chinese Universities. RSLaser is more closer to Beijing E-Town Investment group.so far what we have seen in Lithography subsystem and parts suppliers, Huawei barely has any link with them. like U-Precision , RSLaser , Guoke , Guowang , Changchun and others.
At SMIC,the DUVi are SMEE SSA800/SSA800A, not Yuliangsheng’s.
What aspects did it get rejected on.SSA800 never passed validation
Not Sicarrier. But YuLiangsheng.
YuLiangsheng宇量昇is joint venture between huawei and SMEE.
AFAIK it had incredibly high defect rates and they never got it work for more than testing runsWhat aspects did it get rejected on.
So does that mean they are mainly using ASML old scanners for SMIC lines then?SSA800 never passed validation
HW announced Ascend specs of 910C and future roadmaps. HBM developed in house (Swaysure) in 950PR in 2026 Q1?!在今天的华为全连接大会上，华为披露了最新的昇腾（Ascend）芯片路线图：
2025年Q1：Ascend 910C
2026年Q1：Ascend 950PR=Ascend 950 Die + HIBL 1.0
2026年Q4：Ascend 950DT=Ascend 950 Die +HIZQ 2.0
2026年Q4：Ascend 960
2028年Q4：Ascend 970
Yes, all current high-volume production of N+2 are using ASML DUVi scanners, which hasn't been restrictedSo does that mean they are mainly using ASML old scanners for SMIC lines then?
so far what we have seen in Lithography subsystem and parts suppliers, Huawei barely has any link with them. like U-Precision , RSLaser , Guoke , Guowang , Changchun and others.
Lithography supply chain is multi-layered with subsystem of subsystem.. Huawei can only contribute with its immense R&D but they can't control entire supply chain.