These guys have a 100% market share https://www.asml.com/en/products/euv-lithography-systems at the 'extreme' end and, obviously, everyone else is trying but haven't really shown much promise.
Here's a good background article on the topic: https://www.economist.com/science-and-technology/2025/03/12/...
What was the incentive/funding for their attempts? In a non-national-security scenario it makes sense not to try too hard because you can just buy ASML's solution.
With China it's a bit different, if they decide it's a matter of national security and pour Manhattan-project-levels of money/resources into it, they could make faster progress.
Force Chinas growth to be more expensive. It has nothing to do with not believing China can do it, it's about slowing them down in a task we believe that they can do.
Note that this calculus only makes sense if you invade China while they are busy with the EUV machines, otherwise they catch up technologically and then build all the scary military.
Of course, the the calculus doesn't make sense at all, because the obvious order when you can't do both is you build enough military to feel safe first, then you try for the tech race.
Now China has to build EUV themselves, then mass produce chips. It slows them down regardless and costs them resources.
Cut off the market before it becomes a problem.
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Militarily, delaying China into 2040s after the USA has stealth destroyers of our own (beginning production in late 2020s, mass production in the 2030s) means China has to fight vs 2030s era tech instead of our 1980s era Arleigh Burke DDGs.
What, do you want to have the fight in late 2020s or would you rather have the war in late 2030s? There is a huge difference and USAs production schedule cannot change. But we can change Chinas production schedule.
Literally zero actual wars with a technological component have progressed like this. (The first tradeoff to be made is the one Russia is making: sacrificing consumption for military production and research. Guns and butter.)
But it's not slowing them down. It's forcing them to accelerate development ( aka investing more into the sector ). Has china invested more or less? It's amazing how blind people are to this counterintuitive fact.
Of course investing into chip development is slowing China down. Its slower to build their own than for us to give them those chips.
