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The Netherlands abides by U.S. rules and does not allow its own ASML company to export high-end EUV lithography machines at will, and even DUV lithography machines have set corresponding rules. However, the Netherlands has given ASML an export license until the end of this year, so high-end DUV lithography models can be shipped normally.
Because the license has a time limit, mainland customers have placed orders one after another, making great contributions to ASML's performance in the mainland, and a total of 1,400 lithography machines have been shipped!ASML's shipments to China rose three times in a row, US media: We were abandoned.
The importance of the mainland market to ASML is self-evident, and the mainland actively promotes the development of the semiconductor industry, becoming one of the largest semiconductor markets in the world. With the rapid development of China's semiconductor industry, the demand for lithography machines is also increasing.
ASML can meet the demand for high-quality, high-performance lithography machines in the mainland market and support the development of the domestic semiconductor industry. Especially in the context of the tightening of restrictions in the United States, the Netherlands gave ASML a license to continue to ship high-end DUV lithography machines this year, and the license will expire from January 1 next year.
At that time, ASML will be able to ship the most advanced lithography machine to the mainland is the Twinscan NXT: 1980DI immersion DUV lithography machine from ten years ago. More advanced than this, the Twinscan NXT:2000i and Twinscan NXT:2050i lithography machines are restricted from export. For Chinese customers, there may be no chance if they don't place an order.
With the skyrocketing demand, ASML's performance in the mainland market is outstanding. In the first three quarters of this year, shipments to China rose three times in a row, with year-on-year growth of % and 1850% respectively.
Take the third quarter as an example, the mainland market accounted for 46% of the revenue in the quarter, and in the first quarter, the mainland accounted for only 8% of ASML's sales revenue. In just a few quarters, the revenue contribution of the mainland market has increased several times.
Everyone can see that the mainland market has huge potential, the demand for lithography machines is not declining but increasing, ASML is the world's largest lithography machine manufacturer, as long as you grasp the mainland market, basically do not worry about orders. ASML has revealed that a total of 1,400 lithography machines have been delivered to the mainland, and according to this trend, ASML will ship more and more to the mainland.
The Netherlands has reached a tripartite agreement with the United States and Japan, and all three countries have announced their respective restrictions and officially implemented them. The Netherlands imposed export restrictions on DUV lithography machines on September 1, but gave ASML a license that expires by next year. Japan added 23 types of semiconductor equipment to its export control list as early as July 23.
Not to mention the United States, which keeps a close eye on AI chips, Nvidia has been pitted by its own people. It is not difficult to find that in the countries of the tripartite agreement, the attitude of the Netherlands is easier to compromise, and the license gives ASML the opportunity to ship in large quantities.
ASML has made a lot of money, and the Dutch lithography machine industry chain can also follow the popular and spicy ones.
The US media bluntly said: We were abandoned, and we agreed to reach a tripartite agreement, but the Netherlands took care of its interests.
It can only be said that the United States has taken the wrong path from the very beginning, and it is obviously its own business, but it wants to pull down those who do not want to do it. All the top companies that use American technology must abide by the chip rules.
Semiconductors are highly globalized industries, and no one can do without anyone. Sales and consumption exist even more in each other, and the United States should understand that if the chips that American companies have worked so hard to make, if they can't be sold, they can only be smashed in their hands, and no one can get any benefits.
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