China boosts AI chip output by upgrading older ASML machines

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China is upgrading older ASML machines to boost AI chip production, potentially undermining US-led export controls on advanced chipmaking tools.

Market Impact

Market impact analysis based on bearish sentiment with 71% confidence.

Sentiment
Bearish
AI Confidence
71%

Article Context

Note: This is a brief excerpt for context. Click below to read the full article on the original source.

Restricted chipmaking tools are being retrofitted to make advanced AI chips, exposing cracks in US-led export controls

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Full article on Financial Times
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Original article published by Financial Times on December 19, 2025.
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