Multiple news came out, and ASML had a showdown on Huawei chips.
The president of ASML told Chinese designers that it is impossible not to build advanced lithography machines, but Huawei Mate60Pro is on sale, and ASML Huawei chips have a showdown.
Huawei Mate60Pro suddenly went on sale, the outside world was amazed, Bloomberg and others got the Huawei Mate60Pro teardown investigation, confirming that the Kirin 9000 chip is made in China, close to or reaching the 7nm level.
As a result, ASML directly announced that its application to the Netherlands** has been approved and will continue to ship 2000i and other lithography machine models to the country.
Subsequently, the president of ASML publicly stated that Huawei's self-developed chip industry chain is an act that undermines the global industrial chain and harms the interests of the global industrial chain.
The key is that the chairman of ASML said that he will clarify the rules for shipments to the United States, and this year's domestic revenue is expected to account for more than 20% of the Chinese business next year, with an optimistic attitude.
It can be seen from ASML's statement that this is a confrontation on the issue of Huawei's chips, admitting that Huawei has made a huge breakthrough in the domestic industrial chain and can only speed up the shipment of lithography machines to China.
At the beginning of this year, ASML may have smelled a crisis, saying that China's research and development of independent lithography machines has undermined the global industrial chain and threatened the market share of the Dutch company ASML.
Therefore, after the signing of the tripartite agreement, ASML not only revealed the news as soon as possible, but also publicly stated that the Chinese market is very important and will continue to ship lithography machines to China.
According to the data, in the first quarter of this year, ASML's revenue from the domestic market accounted for only 8%, which rose to 24% in the second quarter and 46% in the third quarter, and shipped about 80 lithography machines to the domestic market in the first three quarters.
Naturally, ASML chose to go head-to-head with Huawei's chips to get more lithography machine shipments.
As a lithography machine giant, ASML does not ship freely, especially EUV lithography machines, which cannot be shipped to China due to the restrictions of the Wassenaar agreement.
Domestic manufacturers have long ordered a complete EUV lithography machine, and ASML has not been able to deliver it so far.
But ASML president has made it clear that if it weren't for the Wassenaar agreement, China would be the largest consumer market for EUV lithography machines.
Huawei Mate60Pro is on sale, ASML chose to fight with the sword, in fact, it hopes to get more lithography machine shipments, otherwise ASML will not say that it will clarify the export rules to the United States.
In addition, there has been an overcapacity for advanced processing, and TSMC and others have cut orders for lithography machines, but the demand for lithography machines in the domestic market is strong, and it is the world's largest wafer consumer market.
ASML naturally hopes to ship more lithography machines to the domestic market, and the data shows that EUV lithography machines have high unit prices and high profits, and the shipments are much lower than DUV lithography machines, but ASML contributes nearly half of the revenue.
However, Huawei has already achieved a breakthrough in the domestic industry chain, and the domestic industry chain has the ability to build more advanced DUVI lithography machines, lists, and light source technologies, and is destined to mass-produce more advanced lithography machines in the future.
In addition, ASML lithography technology has come to an end, and more and more manufacturers have begun to develop other chip technologies, such as photovoltaic chips, stacked chips, quantum chips and other technologies that can avoid ASML lithography technology.
Even the Netherlands has announced an investment of 1.1 billion euros in the field of optoelectronic chips, and the results can be imagined.
In such a situation, ASML can only do its best to accelerate the popularization of advanced lithography technology, which is why it chooses to compete with Huawei chips, recognizes the advanced nature of Huawei and others, and hopes to get more varieties of shipments.