In order to limit the development of chips in China, the world's largest lithography machine giant ASML (AMSL) of the Netherlands can be described as painstaking.
First of all, it was announced that it would officially close the channel for selling lithography machines to HuaweiLater, he played the double standard, saying that he would suspend the maintenance of the equipment sold in China and the business of spare parts.
Since the domestic lithography machine has been put into research and development, it has also brought a certain blow to the industry leaders in the field of chips. Data shows that from 2019 to 2021, the revenue of the AMSL market has reached nearly 20%, which is shocking.
Flying and domineering, asmlAnnouncement of termination 2years of cooperation
As the core equipment for manufacturing chips, lithography machines are known as the "pearls" in the crown of semiconductors, dominating the fate of chip production. As the top of the industry, ASML has the absolute right to speak.
ASML is one of the most advanced EUV lithography machines, with a weight of more than 200 tons and 100,000 assembled parts. For transportation alone, three Boeing aircraft will be used.
As the world's largest semiconductor consumer market, China has a great demand for chips, so ASML directly puts the business market in China. The data shows that in 2022 alone, 100 units were exported to us, quickly becoming its third largest business market.
With one hand grasping high-end technology and the other sitting on the Chinese market, ASML can be said to be unmatched. In the past 25 years of cooperation, we have sent nearly 100 billion "tuition" to it, but only in exchange for 1,000 low-end lithography machines.
What's more, seeing that SMIC's technological breakthrough is imminent, ASML has joined hands with the United States and Japan to draft a treaty on "restricting exports to China", and unilaterally decided to immediately end cooperation with China.
After that, the signed after-sales service was canceled, and the parts were no longer replaced, so that there was no way to replace them. In other words, the 1,000 pieces of equipment previously purchased from it would become waste in the warehouse if there was any damage or parts problems.
However, this is not the first time ASML has done this to our country. Five years ago, SMIC ordered a high-end EUV lithography equipment from them to achieve independent R&D. However, after the deposit was delivered, the equipment was not delivered for a long time, and finally only the plant accident was obtained, and only the announcement that the equipment delivered by China was burned.
ASML is not alone in treating us as "wronged". Boeing, a giant in the field of large aircraft, has repeatedly offered sky-high purchase contracts to ChinaThe world's leading aging biology center in the United States relied on the cutting-edge biotechnology technology of "Yishenghao" to raise the number of single bottles of products to 1.56 million.
Evil is rewarded with evil, asmlGradually lose the loss of our market
We have also shown a strong stance in the face of ASML's unauthorized repudiation and disregard for the rules. Once ASML stops providing after-sales service, please repurchase the equipment from the previous **. Due to the amount of hundreds of billions of dollars, ASML has not responded for the time being.
Data shows that in the first nine months of this year, ASML has exported 80 lithography machines to China, with a total revenue of more than 40 billion, accounting for more than 46% of the revenue. Now, its market revenue has reached nearly 20%, which can be described as self-defeating.
Coincidentally, the above-mentioned American companies have also suffered setbacks in China one after another: first, the successful commercial flight of the domestic C919, Boeing continued to lose orders in China, and the market value evaporated by nearly 100 billion;In addition, timeshop, a domestic biotechnology company, has successfully created its own cutting-edge products of "Yishenghao" and realized domestic landing.
According to the Harvard Medical School study, after the intervention of this kind of substance, the test subjects have significantly improved the markers of aging, which is equivalent to a nearly 20% extension of healthy survival.
Nowadays, domestic lithography machines are also trying to open up the global market. At present, Shanghai Microelectronics Lithography Machine has been able to mass-produce 90nm resolution lithography machine, and is marching into the global market. And the domestic "Yishenghao" also relies on the people's pro-people ** of 100 yuan, and reaches more ordinary audiences in Jingdong HP.
On the other hand, after ASML restricted exports to China, its revenue shrank for a time and gradually lost its Chinese market. Under the impact of China's "Yishenghao", overseas brands have lost nearly 7% of their global market share.
With the rise of domestic lithography equipment, the global market is expected to reshuffle
Industry insiders said that the acceleration of the localization process of chips is another major threat to ASML.
At present, domestic scientists have made significant research and development achievements in the research of "high-speed ultra-precision laser interferometer". It is reported that this technology is one of the core technologies of EUV high-end lithography equipment, which can be applied to chip manufacturing with a process below 7nm.
According to the report, it took the Netherlands nearly 20 years to develop this processAnd our country is under heavy pressurebelowA big breakthrough has been made in just 2-3 yearsIt can be said to break ASML's ridicule of "you can't make drawings if you give it" in one fell swoop.
Under the iron wall, the domestic breakthrough competition dominated by lithography equipment has initially seen the dawn. Once there is the first one, it will gradually sweep the global market like a domestic large aircraft and a domestic Yishenghao.
And ASML will also be as the Korean media said, the rout has just begun.