The Netherlands officially announced the new news, and foreign media predicted goodbye to ASML.
When the rules regarding wafers changed, ASML was blocked from shipping, but it still insisted on sending some of the equipment.
After the signing of the tripartite agreement, the United States further restricted the transportation of ASML's traditional DUV lithography machines, but the Netherlands said it could still transport some of the equipment that could be used to produce and manufacture chips for cars and other products.
At the end of June, the Netherlands officially announced that it would restrict the number of DUV lithography machine models. According to the source, these products are mainly 2000i and later DUV lithography machine models, which are capable of reducing the chip manufacturing process to 5 nanometers.
Due to shipment restrictions in the Netherlands, this means that ASML can only ship single** lithography machines with an accuracy of 38nm or higher, i.e. 1980i and earlier models.
After the official announcement of the Dutch news, some foreign ** said that ASML was going to withdraw, because restricting shipments would accelerate domestic manufacturers to abandon ASML equipment such as lithography machines.
First of all, the domestic market is the third largest market for ASML, contributing more than 14% of revenue at any one time, but with the revision of new regulations in the United States, domestic manufacturers continue to cut ASML's lithography machines, and its domestic market share has fallen to 8%.
Now, ASML is subject to further shipping restrictions, and domestic manufacturers have had to further reduce their reliance on ASML lithography machines.
Since ASML can only provide lithography machines with a single-shot accuracy of more than 38nm, most of these devices can be mass-produced by domestic manufacturers, so they will naturally choose domestic equipment.
In addition, the president of ASML also admitted that domestic lithography machines are cheap and have occupied 80% of the domestic market and more than 40% of the world market, and if ASML continues to limit shipments, it will lose more domestic markets.
Secondly, a lot of progress has been made in domestic advanced lithography technology, such as 28nm precision lithography technology has been technically verified, and mass production is only a matter of time
The Chinese Academy of Sciences has successfully developed more advanced EUV light source technology and has manufactured prototypes.
Most critically, ASML will create more than 200 positions in China this year, covering three business lines of lithography, computational lithography and metrology, including customer support engineers, software development engineers and functional departments.
The vice president of ASML said that if the semiconductor industry wants to succeed, it needs comprehensive cooperation, and no country can be separated from other countries, and it is necessary to establish a completely independent industrial chain. And Japan is a model for Canon.
On the one hand, it expands recruitment, and at the same time says that it is unable to complete the layout of an independent industrial chain, which undoubtedly proves that domestic advanced lithography technology has made great progress.
Li Nan has publicly stated that in the next 12 months, China will complete the 7nm full process outside the United States, which once again shows that the country's progress in the field of chip semiconductors is huge.
Finally, Huawei, etc"United Nations ** Consultation"A lot of progress has also been made, such as the localization of EDA tools above 14 nanometers, the self-developed Gaussian database, MetaERP system, etc.
According to the data, Huawei's R&D investment has exceeded 440 billion yuan in three years, more than 160 billion yuan in 2202, and will be higher in 2023.
In addition, domestic manufacturers such as Huawei are also considering bypassing ASML's lithography technology to create more advanced chips.
Huawei is reportedly working on stacking technology, quantum chips, and optoelectronic chips, all of which can bypass or reduce reliance on lithography.
SMIC has developed its own N+1 and N+2 processes and is focusing on entering the small wafer space, while manufacturers in other countries have managed to reach 4nm small wafer technology.
In other words, ASML is more restricted, and domestic manufacturers will not only not reduce data procurement, but will accelerate their progress and replace it with domestic technology or other advanced technologies, so foreign media have said ASML, goodbye.
If you agree, please like and leave a message to like and share.