After the high-level visit of South Korea to the Netherlands, South Korea, the NetherlandsSemiconductorsThe alliance was reached to South KoreaSemiconductorsThe industry has been injected with new vitality. Among the many cooperation agreements reached between the two parties, the most notable is that:asmlFirst refusal agreement for lithography equipment. This means South KoreaSemiconductorsBusinesses will be able to get state-of-the-art EUVs at a much faster rateLithography machineand thus have the opportunity to go beyondTSMCInteletcChipsGiants, inSemiconductorsThe field realizes corner overtaking. In addition, this cooperation is also expected to change the situation in which South Korea has been excluded from Western countries, led by the United States, and will serve South KoreaSemiconductorsThe industry brings more development opportunities.
However, the order of South KoreaSemiconductorsThe industry is unexpected, the United StatesChipsThe giants are also showing interest in this right of first refusal. According to public data, next yearasmlTen units will be supplied, capable of producing 2 nanometersChipsEUV lithography equipment, whileIntelSix of these units have already been procured. This means most of the EUVLithography machineThe supply volume is in the hands of American companies, and the remaining 4 units may be made ofSamsungskHynix andTSMCShare separately. From a technical point of view,TSMCIt is currently in the lead, followed by a close secondSamsung。AlthoughSamsungThe yield rate has been criticized, but through continuous technological improvement, they have attracted orders from some customers and are no longer completely dependentTSMC
Originally KoreanSemiconductorsEnterprises think that to obtain EUVLithography machinePriority supply is rightTSMCetcChipsManufacturing giants exert pressure. However, the reality is that only the four remaining lithography machines will be distributed to South KoreaChipsEven if all the companies go to South Korea, it will be difficult for them to occupy the market in advance through large-scale mass production. Not to mention the cutting-edge field of the future, South KoreaSemiconductorsEnterprises want to have the so-called right to speak. This is only a short-term dilemma. After all, if the market is rightasmlHigh-endLithography machinedemand continues to expandasmlI won't miss out on such a good opportunity to make money. Sure enough,asmlIt has been announced that this class will be held in the coming yearsChipsThe annual production capacity of the manufacturing equipment was increased to 20 units. So, in the long term, South KoreaSemiconductorsThere are still huge opportunities ahead.
However,SemiconductorsThe industry has always changed rapidly, especially in the context of the US technology blockade, which has triggered the US to the USChipsThe expectation that the manufacturing industry will return to the top and have more of a voice. In this context,SemiconductorsThere is a greater likelihood of an industry reshuffle. In addition, in the United States against South KoreaSemiconductorsThe attitude is also suspicious. Although the United States ostensibly allowsKorean companiesThe introduction of EUV lithography equipment and the commitment to extend the exemption period, but in the cutting-edge field, the United StatesSemiconductorsSouth Korea was not invitedSemiconductorsinvolved, and throughout the processChipsLockdown phase, South KoreaSemiconductorsThe decline in export data was the most pronounced. According to the analysis of professionals, the United States is taking the opportunity to attack South KoreaSemiconductorsbusiness, because they are direct and strong competitors to American businesses. By pulling down South KoreaSemiconductorsThe competitiveness of enterprises has also helped the United StatesSemiconductorsThe development of the industry.
in South Korea and the NetherlandsSemiconductorsThe fact that most of the EUV lithography equipment has fallen into the hands of American companies after the alliance is really worrying. South KoreaSemiconductorsBusinesses need to be aware of their own challenges and dilemmas and actively seek ways to deal with them. First of all, South KoreaSemiconductorsEnterprises should increase the intensity of technology research and development, and improve their own innovation ability and competitiveness. Only by improving their own technical level can they be inSemiconductorsstand out in the market, withInternationalGiant competition.
Secondly, South KoreaSemiconductorsEnterprises can seek cooperation opportunities with other countries and regions. In addition to the Netherlands, there are other countries as wellSemiconductorsThere are more advanced technologies and equipment in the field. Through multi-party cooperation, South KoreaSemiconductorsEnterprises can access more resources and opportunities to further enhance their competitiveness.
Finally, South Korea** should also actively promote itSemiconductorsThe development of the industry. ** Corresponding policies can be introduced to encourageSemiconductorsEnterprises increase R&D investment, and at the same time provide convenience and support to create a good development environment for enterprises. In addition, South Korea** can also be strengthened withInternationalOrganize cooperation with other countries and strive for more cooperation projects and resources.
All in all, Korea, DutchSemiconductorsThe alliance has brought new opportunities for cooperation and development momentum, but it has also presented some challenges and dilemmas. South KoreaSemiconductorsEnterprises should recognize the situation and strengthen technological innovation andInternationalCooperation, while seeking the support and guidance of the best in order to be inInternationalBetter results in the competition. FaceSemiconductorsChanges and reshuffles in the industry, South KoreaSemiconductorsBusinesses need to be vigilant and agile to maintain a competitive edge and market position.