After the high-level visit of South Korea to the Netherlands, South Korea and the NetherlandsSemiconductorsThe alliance was established to South KoreaSemiconductorsThe industry has been injected with new vitality. The two sides have reached a number of cooperation agreements, the most important of which is the pairasmlLithography equipment is available on a priority basis. This agreement gives South Korea the opportunity to play inSemiconductorsDomain implementation"Overtaking in corners", surpassing TSMC and leadingInteland other chip giants. In addition to this, this alliance is also for South KoreaSemiconductorsThe industry has created more opportunities for development, breaking their exclusion in Western countries, led by the United States. However, unexpectedly, the American chip giant was very interested in"Right of first refusal"I also showed a lot of interest. According to public data, next yearasmlThere will be **10 EUV lithography equipment that can produce 2nm chips, of which 6 have beenIntelProcurement. This means most of the EUVLithography machineIt will be in the hands of American chip companies, and the remaining 4 may be made up ofSamsung, SK SeaLuxand TSMC.
Although South KoreaSemiconductorsBusinesses expect to passasmlThe relationship is realized in the short term"Overtaking in corners", but TSMC andSamsungIt is in a leading position in terms of technical strength. AlthoughSamsungThe yield rate was once questioned, but through continuous improvement and breakthroughs, it attracted some customers to turn to them and no longer rely entirely on TSMC. However, even if South Korea is able to obtain the remaining four EUV lithography equipment, it will be difficult to seize the market ahead of time through mass production. What's more, in the cutting-edge field of the future, South KoreaSemiconductorsIt is difficult for companies to grasp the so-called right to speak. However, this is only a short-term dilemma. If the market is rightasmlHigh-endLithography machineThe demand has increasedasmlIt is also possible to increase the capacity of its equipment, and thus for South KoreaSemiconductorsThe industry offers more opportunities. But it needs to be recognizedSemiconductorsCompetition in the field changes quickly, especially against the backdrop of the US technology blockade"Shuffle"The odds are high.
American chip giant for South KoreaSemiconductorsThe attitude of the industry is food for thought. Despite the fact that the United States has expressed an extension of the pairKorean companiesand allows the introduction of EUV lithography equipment, but in cutting-edge areas in the United StatesSemiconductorsNot invitedKorean companiesParticipate. The entire chip blockade phase, South KoreaSemiconductorsThe export data of enterprises has declined significantly. Some experts believe that the United States is doing this in order to"Kill two birds with one stone"。Because in many areas, South KoreaSemiconductorsThe company is the most direct and strongest competitor to the American company, pulling down South KoreaSemiconductorsBusinesses will invisibly help the United StatesSemiconductorsThe development of the industry. Against this background, South KoreaSemiconductorsWhat qualifications do enterprises have to discuss?"Overtaking in corners"What about it?
Looking back at Han HoSemiconductorsWith the establishment of the alliance, we can't help but think about the true meaning of this alliance. Maybe South KoreaSemiconductorsThe industry is too dependentasmlignoring the importance of their own technological innovation. After all,"Guilty of guilt"Once the pursuit of cutting-edge fields is abandoned, it may be able to change the current situation. Despite the NetherlandsSemiconductorsThe alliance was given to South KoreaSemiconductorsThe industry has some hope, but is over-reliant on itasmldoes not solve the problem of long-term development. South KoreaSemiconductorsEnterprises should actively strengthen their independent research and development capabilities and promote technological innovation to maintain their competitive advantage.
Currently, South KoreaSemiconductorsThe industry faces tremendous challenges and opportunities. The U.S. technology blockade means South KoreaSemiconductorsThe enterprise is inInternationalThe competition in the market is fiercer. However, in the process of reshuffling the global chip industry, South KoreaSemiconductorsThere is still an opportunity for the industry to make a breakthrough. In order to remain competitive in the competition, South KoreaSemiconductorsEnterprises need to strengthen their independent research and development capabilities to improve product quality and technological innovation. At the same time, Han HeSemiconductorsThe alliance can become South KoreaSemiconductorsThe foundation of the development of the industry, through win-win cooperation, jointly respond to challenges, and achieve sustainable growth.
In light of this, South KoreaSemiconductorsOne of the biggest challenges facing the industry in the future is to reduce the pairasmlto strengthen the improvement of the domestic industrial chain and the improvement of independent research and development capabilities. Only that, South KoreaSemiconductorsOnly in this industry can it be invincible in a severe competitive environment and truly realize"Overtaking in corners"。