U.S. interference is ineffective, ASML supports the Chinese market and accelerates the shipment of lithography machines.
ASML will significantly increase the sales of lithography machines to China before the end of 2022, which is surprising.
The United States continues to crack down on China's chip industry, and it itself is constantly reducing the production capacity of European companies, among them, the giant of lithography machine ASML is the largest reduction target of the United States, affected by the impact of US policies, since the second quarter of this year, ASML's shipments to China have declined.
ASML is doing well in the United States, and its earnings report said that in the first quarter of 2021 and 2022, China's revenue accounted for more than 1 3 of its total revenue, while in the third quarter of 2022, its Chinese revenue accounted for about 10%.
However, with the rapid development of the world's semiconductor industry, from the second half of 2022, with the serious shortage of chips, many semiconductor manufacturers in the world have stopped working, and even TSMC has stopped producing some EUV lithography machines, and TSMC will not purchase new EUV lithography machines, but sell them to Taiwan, the United States, resulting in a gradual decline in demand for lithography machines worldwide.
ASML felt a huge crisis at this time, analysts **, in 2023, the world lithography machine industry will decline by 25%, ASML expressed concern about its lithography machine sales, but at this time, ASML realized that the world lithography machine market is very small.
ASML's obedience, the United States will never let go, Intel's factory in Ireland because of employee holidays, Micron has developed a 1 beta process, American lithography machine manufacturers have also launched advanced electron beam lithography machines, ASML wants to enter the Asian market, but from the current situation, TSMC is impossible to buy lithography machines in large quantities.
ASML has put all its energy into China and South Korea. In South Korea, in fact, only Samsung is still continuing to acquire lithography machines, South Korea's memory manufacturer SK hynix (SK hynix) also announced that it will cut investment in 2022, Samsung has always been against the economic cycle of development, Samsung has purchased a large number of ten EUV lithography machines, but due to Samsung's own capabilities, it is simply not enough to support ASML's demand for lithography machines, so China is their only straw!China was the final choice for ASML.
ASML has announced that in the next three years, the output of deep ultraviolet lithography machines will be increased to 600, and the number of extreme ultraviolet lithography machines will increase to 90, and the DUV lithography machine is undoubtedly the most important, and the United States ASML is temporarily unable to China's ** EUV lithography machine, while ASML** DUV lithography machine is unwilling to listen to the opinions of the United States, and ASML executives have more than once described the United States as European companies should not blindly rely on the United States, while the Dutch ** minister is firmly in favor of ASML's free acquisition rights.
Therefore, at the end of 2022, ASML suddenly sold the lithography machine to many Chinese semiconductor companies, and in this case, Chinese semiconductor companies such as Dingtai Jiangxin and Ruishi Chuangxin have obtained ASML's optical technology, which shows that ASML has relaxed its sales policy on lithography machines in China, but the United States has not expressed its position, which is considered to be a tacit acquiescence to ASML's approach.
For ASML, China is like a life-saving straw, for ASML, this is a huge cake, in order to keep its job, the United States will not force ASML, because the United States does not give ASML enough winter tires.