ZEISS SMT CEO: CHINA 15 YEARS BEHIND IN CHIP TOOLS

Rohmund made the comments at Semicon Taiwan, addressing China's gap in advanced chipmaking technology. Zeiss SMT provides critical components for ASML's EUV lithography systems, which represent the cutting edge of semiconductor manufacturing. The 15-year timeline reflects the complexity of developing extreme ultraviolet (EUV) lithography—technology essential for producing the most advanced chips. Current export restrictions from the U.S. and its allies target semiconductors and manufacturing equipment bound for China. Rohmund's remarks suggest a paradox in Western containment strategy: stricter controls may incentivize Chinese investment in domestic alternatives rather than delay progress indefinitely. China has prioritized semiconductor self-sufficiency following years of export restrictions. State-backed companies like SMIC continue expanding production capacity despite technological limitations compared to Taiwan's TSMC or South Korea's Samsung.