[CSC Electronics] The 'Light' of the Country, the 'Light' of National Fortune - The Light of FAB Capacity

English summary

#BlockBeats# News, July 27: According to The Information citing sources, Chinese companies have begun mass-producing self-developed DUV (deep ultraviolet) lithography equipment, planning to produce about 5 DUV machines in 2026 and expand to about 20 in 2027. US stocks fell sharply in overnight trading, with ASML down 5.8%. Leaders, we have always believed that this 20-year 'Li Huo' fortune is also China's national fortune, intimately tied to technological catch-up and breakthroughs in core bottlenecks such as lithography. The transition from small batch to mass production of lithography machines will have major implications for AI catch-up with the US. Breakthroughs in lithography mean FAB capacity breakthroughs, easing AI capacity bottlenecks. Tao's Law breaks the geometric scaling technology blockade. As we advance, we break through, and the future is promising. ...