The 7nm chip was put on the agenda, and 6 lithography machines arrived, and the industry was full of expectations for the containment plan
China, the United States, and some other countries are speeding up their own chip production, which is also in increasing demand for lithography. Lithography machines are indispensable for the production of chips, and extreme ultraviolet lithography machines can only be produced by ASML in the Netherlands.
It's just that due to industry regulations, ASML can't come up with the most cutting-edge EUV lithography machine, so they will send DUV lithography machine to China. It is said that six lithography machines from China have already arrived, and 7 nanometers is also about to startForeign**: The blockade has failed.
ASML series lithography equipment.
The lithography equipment produced by ASML is very popular in China, because ASML's high precision, high efficiency and high reliability fully meet the needs of Chinese IC manufacturers.
At the same time, ASML also maintains close contact with Chinese IC manufacturers to provide all-round technical support to Chinese users. ASML has been working to convince the United States to stop exporting so as not to cause a world fracture, and has made it clear that China is a key player in the entire industrial chain.
After signing a deal for a deep UV lithography machine in the Netherlands and the United States, ASML was given the opportunity to ship in the remaining days of 2022. As a result of these reasons, ASML's revenue from Chinese mainland increased rapidly in the third quarter of this year, with its share of mainland revenue reaching 46%, compared with only 8% in the first quarter of this year.
This rapid revenue growth has also made ASML realize how important China is to be a place. ASML has been operating in China for decades, and more than 1,400 lithography machines have been sold, and China Enterprise Jita has shipped six lithography machines one after another.
A few months ago, ASML participated in a bidding for Chinese companies and won orders for several lithography machines, and now ASML is also in full swing to provide the best service to Chinese users.
Foreign**: The blockade has failed.
At present, several deep ultraviolet lithography machines produced by ASML can mass-produce semiconductor devices above 7nm as long as they are used many times. The conventional lithography process is made by projecting the wafer pattern onto the photoresist layer at one time, and then rinsing and etching.
However, with the development of the manufacturing process, a single method can no longer adapt to the new requirements. TSMC has used a deep ultraviolet lithography machine to complete the mass production of the 7nm process in a multi-point and point-to-point manner.
With the advent of lithography equipment, the mass production of the 7nm process is the beginning of the 7nm process. It all depends on the manufacturers themselves, and as for whether this idea can meet the expectations of the market, it can only wait for time to verify.
Foreign **: The blockade attempt failed, ASML continued to develop new products and solutions through continuous scientific and technological innovation, and handed over the lithography machine to consumers on the basis of maintaining industry advantages to achieve a win-win situation. The United States has been trying to convince the Netherlands, which was initially reluctant to support the United States and claimed that it would not replicate the American approach.
In the end, the Netherlands made a concession and gave up the EUV lithography machine and the deep ultraviolet lithography machine, which made ASML's international business a little more uncertain. ASML is working to turn things around by showing goodwill to the Chinese market
As for the final result, it will depend on the reaction of the Dutch side.