The Netherlands and Japan regretted it, and China's chip equipment self-sufficiency rate doubled in two years
Recently, the semiconductor industry research company ICINSIGHT released figures showing that in the case of the shrinking foreign semiconductor device market, China's domestic substitutes for semiconductor devices have grown greatly, doubling in the past two years, which is a blow to the Netherlands and Japan, the two major countries.
As a big country of lithography machines, the Netherlands ranks first in the world with its subordinate ASML company, accounting for more than 60% of the world's lithography industry, and its scientific and technological level is in a leading position in the entire Netherlands, second only to other countries.
The EUV lithography machine makes a lot of money for ASML, but in fact, the main revenue is the DUV lithography machine, and ASML intends to add 90 EUV lithography machines and 600 DUV lithography machines, which shows that the status of deep UV lithography machines in ASML is still very high.
Japan is the largest exporter of lithography machines after the Netherlands, Nikon and Canon, which together account for almost 40% of the world's total, but they are far behind ASML in the 10 nm and higher processes.
In addition, Japan is also the world's largest exporter of wafer equipment and wafer raw materials, of which photoresist and other raw materials account for nearly 60% of the share. The Chinese market plays an important role in the chip equipment and raw materials of Japan and the Netherlands, and China is currently the fastest-growing chip equipment and raw materials market.
In 2022 and the first quarter of 2021, China was already ASML's largest exporter, contributing 1 3 percent of its revenue, despite the decline in U.S. lithography equipment sales to China, which accounted for only 8% of the company's revenue.
Japan's lithography machine, compared with the world's three largest lithography machine manufacturers Intel, TSMC, and Samsung, actually does not have much competitive advantage, because they have advanced the lithography machine to less than 10 nm, and the requirements for Japan's lithography machine are getting lower and lower, because Japan's lithography machine was banned from being exported to China, and there was a period of prosperity, but by the impact of the United States, Japan and other factors, China's lithography machine exports have declined sharply.
At that time, the Netherlands and Japan felt that it was impossible for China to develop an advanced lithography process in a short period of time, after all, the world would be theirs sooner or later, but recently China's major manufacturers have launched 5G smart machines, which means that the advanced degree of domestic lithography machines, chip equipment and raw materials has greatly hurt Japan's vitality, and Japan's competitiveness in chip components is weaker, while ASML is much calmer, and it is said that before 2000, it will accelerate the loss of more advanced lithography machines to China.
ICINSIGHT said that at present, China's self-sufficiency of semiconductor devices has risen to 40%, double the 20% two years ago, indicating that China has begun to rely on foreign imports of high-end lithography technology instead of importing from abroad, which will be a heavy blow to Japan, the Netherlands and other countries, because they are likely to lose the Chinese market.
Originally, Europe and the United States thought that with better chip equipment and raw materials, they could suppress China's chip industry, however, it turned out that this technology is not impregnable, China's scientific and technological personnel are more, China's geniuses are better at research and development, what they did stimulated China's semiconductor industry, in just two years, many semiconductor technology that was impossible to achieve, was realized in just two years, not only lost a huge market, but also attracted strong competitors, I am afraid they have regretted it so much that their intestines are green？