Huawei Advances Domestic Photolithography Machine Production in China

Huawei is intensifying its involvement in China's domestic photolithography machine supply chain by investing in equipment and component manufacturers. The company is also coordinating efforts among suppliers, wafer fabrication facilities, and complete machine manufacturers to facilitate the production of domestic deep ultraviolet (DUV) lithography machines. Analysts from Bernstein have characterized Huawei as the 'project manager' for these initiatives, highlighting its pivotal role in advancing China's DUV projects.

Shanghai Yuliangsheng is making significant strides in the development of domestic advanced DUV technology. The company has already conducted tests of its equipment at wafer fabs, including those operated by Semiconductor Manufacturing International Corporation (SMIC) and Huawei's own production lines. Yuliangsheng aims to produce 12 units of DUV machines by the end of 2026, with a current focus on simpler chip designs, while ultimately targeting advanced AI chip manufacturing.

Despite these advancements, domestic DUV production in China still relies on some overseas components. Notably, the projection lenses utilized by Yuliangsheng are sourced from Zeiss, a German company, and high-power light sources remain a significant challenge. To address these dependencies, Huawei has invested in domestic firms such as Qiqi Photon and Keyihongyuan to develop local alternatives for lenses and light sources.

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Source: KLEA News