China AI ObservatoryDevelopment focusreported
Locally sourced alternatives to projection lenses
As of 2026-09-11Financial Times · Huawei and the domestic lithography supply chain (source)Company dossier · Reviewed 2026-09-11
Fujian Zhiqi Photonics
Domestic projection-optics effort associated with the lithography supply chain.
What the evidence says
A development program is not a proven EUV optics substitute.
Financial Times · Huawei and the domestic lithography supply chain (source)Critical facts
Company news
Timeline →reported
Domestic lithography effort extends across components
Reporting identifies Yuliangsheng, Zhiqi, and RSLaser in the local supply-chain effort.
Why it matters. The next meaningful gate is sustained fab qualification.
Financial Times · Huawei and the domestic lithography supply chain (source)