I think he's emphasizing EUV since it's one of the last examples of a technology that China doesn't produce because it actually can't, and not just because of market reasons or lack of commercial experience.
There are plenty of examples of technologies China can produce using domestic components, but for which it does not yet have a dominant market share: High-precision 5-axis CNCs, automotive industrial robots, MRIs, ultra-high-quality bearings, large gas turbines, DUV etc. For these its market share is still small because the production volume is not big enough (or in DUVs case, not started yet), and in some cases foreign products are still slightly higher quality.
Then for others like big planes or turbofans, China does now have a good amount of experience, but only in military applications. So converting that experience to products that are commercially viable and meet consumer expectations is the challenge.
The third category of technologies that it actually cannot build at all is naturally always smaller, and by this point far smaller. The only ones I personally know of are EUV and ultra-heavy launch vehicles like starship. If anyone knows any others I would appreciate it.
Just to be clear and precise. NO ONE has a working Starship-class launcher yet.