China stockpiles 343 ASML DUV lithography tools; US officials push for full export ban

A Washington think tank report estimates Chinese fabs acquired 343 immersion DUV lithography systems by early 2026, prompting former US officials to urge a complete export ban. The stockpile suggests China is front-loading purchases ahead of anticipated restrictions, but the report's methodology and exact figures remain unverified. This intensifies US-China tech export-control tensions and could accelerate further restrictions on ASML sales.