China's existing equipment may become "scrap iron"?The United States has spoken, and the Netherlands has acted
If the equipment introduced by the Chinese customer finally becomes"Scrap iron", then they should be allowed to spend money to get the device back.
This is the first time that Lao Mei has released market news, or will be in the future semiconductor equipment repair parts"neck", a few words to the CEO of YMTC. What I didn't expect was that, as a saying goes, the existing equipment imported from China could come to the point of becoming scrap metal.
According to the deputy secretary of the U.S. ** who agreed to be interviewed and revealed the news, the United States is currently taking the lead in restricting Chinese customers from introducing advanced chip manufacturing equipment and further refining. And these controls also involve the components of the equipment. At that time, sooner or later, some flaws will appear in the existing advanced equipment, and if there is no way to obtain parts, China's chip industry will be affected. Obviously, under the so-called strict control, they believe that sooner or later China's existing equipment will become due to the lack of spare parts for repair"Scrap"。
Once a part gets stuck, ASML has to bear the consequences first.
Previously, news broke in the market that ASML was sending accessories for the lithography equipment around its neck. At that time, ASML did not respond positively to this, only saying that due to time constraints, it would have little impact on its shipments. Although this is market news, the possibility is extremely high after all, after all, in the following time, due to the fact that ASML has obtained restrictions on lithography mailing applications in the Netherlands this year, ASML said that there are no restrictions on mailing after mentioning this issue.
ASML raised the issue and said that there are no restrictions on mailing. Originally, it was thought that the introduction of existing equipment would not have to consider the problem of later maintenance. But now the former United States has tightened restrictions even further, openly saying that sooner or later our existing equipment will break down. It can be seen that the United States attaches great importance to the post-maintenance of parts. The reason why people say that the burden is on ASML is because ASML accounts for a large proportion of shipments from the mainland, and at the same time, in the last two days, the former United States and the Netherlands, which did not pass, agreed to start directly restricting other models of lithography equipment. Apparently, ASML could not escape the hijacking.
Fortunately, the Netherlands has already begun to act. They openly expressed their opposition to this practice of the United States, since it did not have the consent of the Netherlands. They also intend to continue negotiations with the EU, hoping that the EU will come forward to restrain the United States, which ignores the operation of its allies.
At first glance, the opposition of the Netherlands, combined with the possible accession of the European Union, could disintegrate the team of allies that the United States had previously formed. As South Korean semiconductor companies have argued, the continued presence of the United States is likely to lead to other allies joining forces to break the restrictions. Once united, even if the restrictions of the United States exist alone, it will be difficult to achieve their purpose. However, if we look at it at a deeper level, perhaps the Dutch opposition and EU membership will not change much in nature.
On the one hand, we are all well aware that the attitude of the EU has not been very clear, and even in this unclear process, there is a tendency for ambiguity. The old investment review order in the United States, restrictions on semiconductor equipment, etc., the European Union has some actions behind the scenes. On the other hand, the technological hegemony of the United States is much less than before, there is"Deterrent", but not at all, especially for some places that are within the autonomy of semiconductors and are not as good as developing semiconductors from the mainland, are more vulnerable to the pressure of US technological hegemony. Huawei and ZTE, for example, are under pressure in the European market. So, for the situation of the complete collapse of the allies, now this one"Fire"Maybe it didn't burn hard enough.
Therefore, I personally believe that for semiconductor equipment in the future may become"Garbage"We should take timely action to solve the situation, rather than cling to illusions. What are your thoughts on this?Comments, likes and shares are welcome!