Jeff Koch
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Jeff Koch is an analyst with SemiAnalysis, a research firm that monitors developments in the semiconductor industry. He has commented on the challenges faced by China in replicating ASML's advanced lithography technology, highlighting the complexity of mastering EUV light and establishing a robust supply chain of specialized suppliers.
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Recent news mentions
Jeff Koch believes that China will make significant progress if they have a strong and reliable light source.
Trung Quốc chế tạo máy quang khắc EUV tiên tiếnVnExpress – leading Vietnamese online newspaper, est. 2001·
Vietnam· 2025-12-22
Vietnam· 2025-12-22
Jeff Koch, an analyst at SemiAnalysis and former Asml engineer, stated that the technical feasibility of China's project is clear.
Chip, così la Cina (a sorpresa) si sta liberando dalle catene dell'Occidente: «È il Progetto Manhattan di Pechino»Corriere della Sera·
Italy· 2025-12-19
Italy· 2025-12-19
Jeff Koch of SemiAnalysis points out that beyond mastering EUV light itself, China would need to replicate ASML’s vast supply chain.
The race is on to build the world’s most important machineThe Sydney Morning Herald·
Australia· 2025-03-28
Australia· 2025-03-28
