ASML and Besi Shares Drop 8-9% on China DUV Mass Production News

ASML and Besi stocks hit trading halts after falling 8-9% as reports indicate a Chinese state-backed firm has started mass production of domestic DUV lithography machines.

Woofun AI reports that ASML and Besi Semiconductor shares, listed in Amsterdam, triggered automatic trading halts following declines of 8% to 8.7%. Sources cited by The Information indicate that a Chinese state-backed entity has commenced mass production of domestically developed Deep Ultraviolet (DUV) lithography equipment. The company intends to manufacture approximately five units in 2026, scaling to twenty units by 2027. While this volume remains below ASML’s 131 immersion DUV systems delivered last year, the development represents a move toward supply chain self-reliance. These domestic machines are slated for delivery to key Chinese chipmakers, including SMIC, HSMC, and ChangXin Memory.