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Chinese foundries brace for further sanctions, but EDA industry remains unprepared

Former US president Donald Trump successfully prevented ASML from shipping its EUV lithography machines to China in 2019, and talks of further extending the ban to DUV machines have never stopped since Joe Biden was elected to office in 2021. ASML previously confirmed that it had discussed relevant matters with the Biden administration, but nothing concrete has come out of it: A DUV ban is never in sight. Nevertheless, Chinese foundries like SMIC have been procuring lithography machines from the second-hand market in preparation for such a scenario.