China built gate-all-around transistors without EUV. A commercial 3nm node has no timetable

China's gate-all-around transistors made without EUV

Key points

  • China's IMECAS built gate-all-around transistors without EUV
  • Immersion DUV, aimed at future 3nm chips
  • Key dimensions undisclosed, no timetable given
  • A test of ASML's EUV chokepoint, not yet a breach

China's Institute of Microelectronics says it has built working gate-all-around transistors as part of research targeting a future 3nm-class process, without using the extreme ultraviolet, or EUV, machines China is barred from buying. The result is an early lab demonstration, not a manufacturing process. IMECAS gave no timetable for a commercial Chinese 3nm node.

The institute, part of the Chinese Academy of Sciences and known as IMECAS, made stacked-nanosheet gate-all-around transistors using immersion DUV lithography. DUV is the optical lithography technology fabs use when they cannot rely on EUV. Ye Tianchun, a chief engineer on China's national chip program, told the IC World conference in Beijing that the team had completed what he called "early process integration." Tom's Hardware reported the work on Sunday, citing DigiTimes' account of his speech.

What the numbers show, and what they do not

IMECAS reported on/off current ratios of 970,000 and 760,000. Those results indicate that the gate was controlling the stacked channels. But the institute did not disclose the dimensions needed to compare the devices with a commercial 3nm process.

Gate-all-around is a transistor design in which the gate surrounds the channel. It improves control as components shrink, which is why leading-edge manufacturers have moved beyond the older FinFET design.

IMECAS disclosed no gate pitch, metal pitch, nanosheet size or transistor density. Those measures would be needed to compare the devices with 3nm-class chips made by Intel (INTC), Samsung and TSMC (TSM). Tom's Hardware described the result as validation of a DUV-based process flow, rather than evidence of a complete 3nm process, and noted that no research paper accompanied the claim.

Why the EUV constraint matters

ASML (ASML) is the only company that makes EUV scanners, one of the hardest chokepoints in the AI chip supply chain. Export controls have prevented Chinese fabs from buying the machines.

SMIC has produced 7nm-class chips with DUV multipatterning, a method that repeats patterning steps instead of using EUV. Applying that approach to gate-all-around devices would add process complexity and make high-volume manufacturing harder. IMECAS has not shown that it can do so at commercial yield.

A working transistor is one component of a manufacturable chip process. A commercial node also requires repeatable lithography, etch, deposition, interconnect and yield across a full wafer. The institute has not disclosed that broader process.

Frequently asked questions

What did China's IMECAS actually demonstrate?

The Institute of Microelectronics of the Chinese Academy of Sciences said it built working stacked-nanosheet gate-all-around transistors using immersion DUV lithography, not EUV. The devices showed on and off current ratios of about 970,000 and 760,000, which indicate the gate is controlling the stacked channels. Chief engineer Ye Tianchun described it at the IC World conference in Beijing as early process integration, not a manufacturing process.

Does this mean China has a 3nm chip without EUV?

No. IMECAS disclosed no gate pitch, nanosheet size, or transistor density, so the work cannot be compared to the 3nm nodes Intel, Samsung, and TSMC already produce. Tom's Hardware called it validation of a DUV-based process flow rather than evidence of a 3nm process, and the institute gave no timetable for a commercial node.

What does it mean for ASML (ASML) and chip equipment makers?

ASML is the only maker of EUV scanners, which export controls keep out of China. The DUV route relies on multipatterning, which adds process complexity and makes high-volume manufacturing harder. Because a single working transistor is far from a production node, the demonstration does not threaten ASML's EUV position in the near term. This is general information, not investment advice.

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Dennis Singleton
Dennis Singleton

Dennis Singleton has spent years following the markets, but what keeps his attention is how AI is built. He writes about the companies behind the technology, from semiconductor designers and advanced packaging to photonics, memory, networking, and the hardware powering modern AI. His approach starts with filings, earnings, and industry research, then translates the important details into clear, straightforward analysis without unnecessary hype.