From Posting to Policy: Saif Khan on DUV and the AI Balance

Continued DUV lithography exports could let China's AI chip production catch up to the US by the mid-2030s, Khan's new think tank argues.

• DUV is the key lever: CTS's debut report, led by senior fellow Nick Brown, finds DUV immersion lithography — made only in Japan and the Netherlands — is the hardest chipmaking tool for China to indigenize, likely not before the mid-2030s.
• Stockpile doubled since 2023 controls: China's DUV immersion tool installed base rose from roughly 170-180 units to about double that because less-advanced immersion tools remain exportable.

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