Domestic lithography machines have seized the market, and technological upgrading has accelerated
In the field of lithography, ASML is obviously a leading enterprise, although China is still lacking in lithography, but in fact, this is the front lithography machine, the first has the back lithography machine, the back lithography machine is the key to the leading position of the domestic lithography machine.
Back-end lithography is also known as block lithography, because back-end lithography is simpler than front-end lithography, so China's lithography companies have made great progress in back-end lithography, almost occupying most of the market for domestic chips.
According to relevant data, at present, domestic aposterior lithography equipment has accounted for 85% of the share, and most of the domestic lithography machines are using local aposterior lithography equipment, Foxconn in a large test equipment, bought 46 Chinese aposterior lithography equipment in one go, even China's apocalypse, have been bought abroad.
China's back-end lithography can occupy such a large market, and China's back-end lithography machine has entered the stage of 7 nm, which can solve most of the chip problems, and with China's continuous upgrading of domestic chip equipment, domestic lithography machines have also begun to occupy a large market.
The second reason is that China's lithography process is relatively low, in the context of the current world semiconductor industry is facing great pressure, its lithography process meets the requirements of packaging manufacturers, has significant advantages of low cost, favored by Chinese and foreign semiconductor packagers, and provides favorable conditions for China's back-end engraver to seize the market.
China's lithography machine enterprises, in order to occupy the upper hand in the back of the lithography machine, it is necessary to increase investment in science and technology, because the research of the lithography machine is a money-burning project, if only rely on the first to provide funds, it is impossible to develop for a long time, but if you master the market of the back lithography machine, then the future development will be smoother, so as to drive the development of the front lithography machine, which is a good cycle.
At the beginning of this year, a domestic lithography company announced that it had conquered immersion lithography technology that could be used in the 28 nm to 7 nm process.
This is due to ASML's sudden announcement in September that it will export a more advanced 2000 lithography machine to China, which can produce 7 nm, while most of the 1980 d sold to China was 28 nm, which shows that ASML believes that China has the ability to make a breakthrough in 7 nm lithography and wants to take this opportunity to export more high-end technology to China. 2,000 lithography machines, bringing huge profits.
It is understood that ASML provided 2,000 lithography machines to China this time, not only a large number, but also a reasonable price, which caused a rush from Chinese chip manufacturers, some companies not only purchased 2,000 lithography machines, but also reserved 2,000 lithography machines in case of emergency, but ASML said that whether it can pass next year is still a question.
ASML suddenly lowered its profile, saying that China only needs to make a breakthrough in technology, these foreign semiconductor manufacturers, immediately agreed, they believe that to achieve independent research and development, must do this, otherwise foreign semiconductor manufacturers, will not agree at all, in Ni Guangnan's words, high-end technology is impossible to get, let alone get it, only to study it yourself.