Japan's exports plummeted, but the Netherlands and the United States made a big move to China's ** chip equipment.
In the third quarter, China's imports of integrated circuit processing equipment increased by 64 percent, and it was the United States integrated circuit processing equipment and the Dutch company ASML that received a lot of revenue from the Chinese market, and only Japan was defeated by the United States.
As ASML, highly concerned by China, ASML's revenue to China increased by more than 3 times in the third quarter, in fact, in addition to ASML's large-scale lithography machine to China, the first quarter of the United States chip equipment companies also exported to China on a large scale.
Kelley and Lam Research are two of the three integrated circuit equipment companies in the United States, and their third-quarter earnings reports show that revenue from the Chinese market has increased significantly, of which Kelley has increased by 50%, Lam Research has doubled, and the Chinese market has contributed % to their revenue.
This suggests that the Netherlands and the United States are seizing the opportunity to export integrated circuit equipment to China and reap huge revenues from the fast-growing Chinese integrated circuit market, in contrast to the United States, which has been restricting the export of integrated circuit equipment to China and asking Japan and the Netherlands to follow suit.
Analysts pointed out that Japan's exports of integrated circuit equipment have declined for 11 consecutive months, mainly because Japan strictly abides by US requirements and restricts the export of 23 kinds of integrated circuit equipment and materials to China.
Since the second half of last year, the United States has been asking the Netherlands and Japan to tighten restrictions on China's export of integrated circuit processing equipment in the first half of this year, and has also asked Japan to restrict the export of 23 kinds of integrated circuit processing equipment to China, in an attempt to limit China's integrated circuit manufacturing process to more than 40 nanometers.
However, China has made rapid progress in the development of the domestic wafer industry chain, striving to improve the domestic wafer industry chain, replacing imported equipment with domestic wafer equipment, various domestic wafer equipment has reached 14 nanometers, and the last obstacle is the lithography machine, but China's immersion lithography machine has made a breakthrough, and some domestic wafer companies have used the domestic wafer process to produce a wafer process with a performance close to 7 nanometers, highlighting that the United States has been unable to hinder the development of Chinese wafers.
In the face of the advancement of China's integrated circuit industry chain, ASML quickly turned around some time ago and obtained the authorization of the Netherlands to export wafers that can be used for 7nm lithography process to China, which greatly increased ASML's exports to China by 18 times.
Although the U.S. integrated circuit equipment industry has not released relevant news to **, it can be seen from the performance of Lam Research and Kelai that they are indeed obtaining licenses to export integrated circuit equipment and materials to China, and the Chinese market has gained huge benefits from it.
In the face of the Netherlands and the United States to China's integrated circuit equipment exports, Japan's integrated circuit equipment industry is also very concerned, some time ago it was reported that Nikon is negotiating with the Japanese Ministry of Economy, Trade and Industry, hoping to use a new light source to circumvent the United States' restrictions on the export of lithography machines to China, it can be seen that Japan has completely kept up with the United States sighed before.
China is the world's fastest-growing chip equipment market, in the current global chip equipment industry due to the chip industry recession, the Chinese market is particularly important, those companies that can earn income from the Chinese market will be able to survive the winter, and the Netherlands and the United States chip equipment industry obviously understands this, Japan seems to be beginning to wake up.