Sir welcome to the club. We love Huawei, cause its victory is our victory, our champion and the symbolism it created.The big mistake is that Huawei did not jump into lithography sooner. If it had, it would do better job than SMEE now. But, it's really not too late for them still. I think longer term, they will have their own Arfi scanner and lead the effort in EUV. btw, I'm not a Huawei fanboy at all. Just stating what I think is the obvious.
Sir for obvious reason they have a local machine comparable to NXT 1980i, so why import the sameMy speculation when ASML hold the delivery of the already paid EUVL at the behest of the US, they had to compromise with SMIC to smooth out the irritation and may used the paid money to produce a Chinese specific machine. The end results are the NXT 2050i and NXT 2100i.Also, I agree with your point about China being in a rush. SMIC is publicizing their mature node expansion plans, but their Capex investment does not corroborate with that story at all. SMIC Capex is like 7 to 8 times as high as Huahong grace despite capacity expansion being just 50% more (or something like that). So, they are clearly investing in advanced node production. SMIC somehow managed to just pull $1.6 billion out of the thin air to buy more ASML machines. ASML delivery in October just happens to double vs a year ago. All of this are signs to me that Chinese gov't is pushing for more aggressive advanced node production. ASML must have spent good of money to develop 2050i and then 2100i. I doubt they will recuperate their investment without sell at least 10 to 20 of them each. I expect them to fast track these orders while Dutch gov't hold off on implementing new export controls. You don't need 2050i/2100i for 28/22 nm production. These are going toward FinFet production. Yield might not be great, but should be better than if they are using 1980i scanners.