Qualcomm publicly supported Huawei, Nikon received an order for a lithography machine from a Chinese company, and ASML was implicated.
As we all know, because the United States is afraid of China's speed of scientific and technological development, the shipments of Chinese companies are often restricted, especially in the field of semiconductors.
But after the restrictions of the agreement were determined, Qualcomm publicly supported Huawei, Nikon ordered lithography machines from Chinese companies, and ASML ordered lithography machines from the Netherlands, but did not make any money, said"I've been released. "What the hell is going on?What the hell is going on?
It should be mentioned that the United States has long restricted Chinese companies, first of all, in the field of semiconductors, the supply of DUV lithography equipment in the Chinese market has been restricted, in an attempt to cut off the first class of DUV lithography machines, and to delay the self-sufficiency of China's semiconductor chips from the strategic deployment.
Second, it is reported that the United States has imposed the fifth restrictive measure on Huawei, cutting off the supply of 4G general-purpose chips, WiFi chips, PC CPUs and GPU chips, cloud computing services, artificial intelligence and other products.
These two pieces of news are undoubtedly the main means for the United States to consolidate its hegemony, especially in the field of DUV lithography cutting semiconductors, the purpose is obvious, but the result makes the two variable.
In response to Huawei's fifth restriction order, Qualcomm has stated that it has a few years to give Huawei's first general 4G chips, WiFi chips and other products, and will not be affected by supply interruptions.
Of course, this point is entirely based on Qualcomm's own interests, and is based on the concept of the previous statement of the US side, after all, with the market"Cold snap"The revenue of major companies in the United States has declined a lot, and Qualcomm is one of the revenue declines.
The U.S. side has not made a follow-up report on Qualcomm America's statement, and its unresolved significance is more like letting Qualcomm go to Huawei's ** products.
In contrast, in terms of restrictions on DUV lithography machines in the semiconductor field, the alliance between the United States, Japan and the Netherlands is dominated by the United States, while ASML in the Netherlands and Tokyo Electron and Nikon in Japan are only there"Coercion and inducement"under the compromise.
However, after the United States, Japan and the Netherlands confirmed the alliance agreement, the three sides did not make any official announcements and reports, perhaps for some special reasons, the news of the agreement will be blocked.
With ASML's annual output of more than 600 DUV lithography machines, and the Chinese market accounting for more than 15% of its revenue, ASML is almost the biggest victim of the US-Japan-Netherlands alliance agreement.
To this end, the Dutch company took the lead in finalizing the agreement reached, and said that this agreement still needs to fulfill some formalities, and the implementation will probably be around May 2023, calling on Chinese companies to accelerate the purchase of semiconductor equipment from ASML.
Subsequently, Japanese companies also officially announced the agreement, and said that it will be implemented in the spring of 2023, when the mainland market will begin to implement production cuts.
However, not so long ago, the Chinese company Shanghai Saike Semiconductor released the latest"Weekly Recruitment Winning Bid"data, so that ASML had to loosen its mouth.
According to the data provided by it, for semiconductor manufacturing equipment, there are five equipment manufacturers, the first two are Chinese companies North Semiconductor and Jiaxin Semiconductor.
On the other hand, the other three ** companies belong to foreign companies, namely Lam Semiconductor, Nikon Nikon and Tokyo Electron from the United States, of which Nikon will retain lithography equipment, which makes ASML start to doubt the continuity of the agreement.
Let's start with Lam Semiconductors from the United States, an alliance led by the United States, Japan and the Netherlands, which is also a national semiconductor manufacturing equipment proposed in response to the limitations of the mainland market.
Now its own Lam Semiconductor company has begun to take the lead in semiconductor equipment in the Chinese market, not only did it not play a leading role, but it made money on its own shelves, and other people's shelves lost money.
Instead, Nikon Nikon and Tokyo Electron were agreed by an alliance of the United States, Japan and the Netherlands"Roll call"The company was established some time ago in the ** Chinese market.
For ASML, the current voice is: Did everyone start to obey me after the supply cut off in the mainland market?
Of course, for Chinese companies, it is not important to the current enterprises, after all, the technology of these devices is not self-produced, so it is necessary to vigorously promote the development of self-developed semiconductors.
In order to further increase the self-sufficiency rate and achieve self-sufficiency, only by realizing an independent and controllable strategic deployment can we avoid being sufficienned"Strangling"Possibly.