The vice president of ASML revealed: The Chinese team successfully developed a new lithography machine.
The words of the vice president of ASML are meaningful: the Chinese team has developed a new lithography machine.
The lithography machine is the basic equipment for wafer manufacturing, which directly determines the performance of the wafer and the level of the manufacturing process. In recent years, Chinese companies urgently need a large number of advanced lithography machines to meet the development needs of the wafer industry.
ASML, the world's largest lithography machine manufacturer, revealed some time ago that it will deliver more than 200 lithography machines to China this year, more than twice as many as last year. What's even more exciting is that the self-computational lithography machine developed by the ASML China team has been successfully applied to production.
This marks a major breakthrough in China's lithography core technology and provides a strong guarantee for the realization of the independence of the wafer industry. Experts believe that this will promote China's wafer industry to enter a new stage of development in 2023, and wafers made in China will also usher in an excellent historical opportunity.
Chinese companies have a strong demand for advanced lithography machines.
China is currently in a period of rapid development of the chip industry, and major chip manufacturers have a very large demand for advanced lithography machines. Data shows that in 2022 alone, ASML, the world's largest lithography machine manufacturer, delivered more than 100 lithography machines to China. Considering the huge potential of the Chinese market, ASML expects to deliver more than 200 lithography machines to China in 2023, more than double the number in 2022.
This fully illustrates the thirst of Chinese companies for advanced lithography technology.
The lithography machine directly determines the accuracy and processing level of wafer manufacturing, and is an indispensable key equipment in the wafer production process.
Having more advanced lithography machines will greatly increase the manufacturing capacity and output of Chinese wafer companies, helping to narrow the gap with foreign wafer giants. At present, China is the strongest in wafer design, packaging and testing, but wafer manufacturing is still dependent on imports. A large number of lithography machine mergers and acquisitions are aimed at accelerating the enhancement of independent wafer manufacturing capabilities and reducing foreign dependence.
It is foreseeable that in the near future, China's procurement of lithography machines will continue to increase. As more and more high-end wafers are put into production, the demand for advanced lithography technology in China will become more and more intense. This provides a huge market opportunity for lithography machine manufacturers.
The Chinese team has made progress in the research and development of lithography technology.
What's even more exciting is that ASML revealed some time ago that its Chinese R&D team has successfully developed an in-house computational lithography machine, which has been applied to actual production. Although the specific parameters have not yet been announced, this means that China has mastered the core technology of lithography machines and has made breakthroughs in original research and development.
It is reported that this computational lithography machine was independently developed by the ASML China team in the R&D centers in Shenzhen and Wuhan. This achievement of the Chinese R&D team fully proves the rapid improvement of the R&D strength of China's lithography machine. This also indicates that China is expected to develop high-end lithography machines with independent intellectual property rights in the near future, and truly realize independent and controllable lithography technology to industrial applications.
If China succeeds in mastering its own lithography machine R&D and manufacturing capabilities, its position in the global semiconductor industry chain will be greatly strengthened. This can not only meet the needs of the development of the domestic wafer industry, but also reduce the dependence on foreign imports and effectively resist the risk of external technology blockade.
China's wafer industry will accelerate the process of independence.
Currently, the United States is trying to restrict China's access to advanced lithography technology through export controls on China.
But judging from ASML's large supply from China, this approach is not very effective. With the continuous progress of China's R&D in the field of lithography machines, the self-sufficiency of the wafer industry will gradually become a reality.
According to industry experts, based on the current situation of rapid growth in demand for lithography machines and progress in independent research and development, it is expected that by 2023, China's wafer industry will usher in new development opportunities and accelerate the development in the direction of independence. At that time, China is expected to develop a national lithography process below 7nm, which will greatly improve China's integrated circuit manufacturing capacity. High-end chips made in China will also achieve a breakthrough and reduce dependence on imported chips.
The successful R&D of China's lithography technology will become a source of vitality for China's wafer industry, improving wafer performance and manufacturing level. This will not only accelerate the modernization process of China's related industries, but also consolidate China's strategic position in the new round of scientific and technological revolution and industrial transformation.
Actively respond to challenges and seize new development opportunities.
At present, the development of China's silicon wafer industry is still facing various uncertainties such as the technological blockade of the United States and the adjustment of the global industrial chain. However, as long as we adhere to independent innovation and increase investment in scientific research, we will definitely be able to make breakthroughs in key basic technologies.
The progress of research and development in the field of lithography is a good proof of this.
In the new stage of development, China needs to further improve the supporting industrial chain, strengthen the strength of basic scientific research, and accelerate the construction of talent team. Only in this way can an independent industrial support system be formed in the entire wafer manufacturing industry chain.
At the same time, it is also necessary to strengthen cooperation with the world's wafer manufacturing enterprises to narrow the gap and achieve common development.
In the face of unprecedented opportunities, Chinese wafer enterprises must correctly judge the situation, take the initiative, integrate into the global industrial pattern with an open attitude, and contribute to the country's economic development and scientific and technological progress.
I believe that with the joint efforts of everyone, China's silicon wafer industry will accelerate its pace and move towards the commanding heights of the world.
Netizens are generally optimistic about the progress of lithography technology research and development in China, but they also express different views:
Some industry insiders believe that the success of independent lithography technology research and development will greatly strengthen China's position in the global semiconductor industry chain.
China's wafer industry will usher in a period of important strategic opportunities.
Some people in the industry said that the lithography machine is only a part of the wafer industry chain, and the next step is to accelerate the promotion of materials, equipment, design and other related fields to form a complete independent industrial system.
Some people in the industry also said that the current situation is still grim, and it is necessary to be vigilant against a possible new round of technological blockade against China. Only through continuous R&D and innovation can we cope with various uncertainties.
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