ASML, farewell!American chips, farewell
The Netherlands continued to compromise: When the United States tried to reach an agreement with the Netherlands on limiting lithography systems**, the Netherlands' initial attitude was to refuse, arguing that they should not follow the example of the United States. Today, the Netherlands has joined the American camp.
Some time ago, the Netherlands received news that it intends to implement new controls on the export of semiconductor technology, joining the ranks of the United States in controlling the export of chips to China. Faced with this situation, maybe we need to say a word: ASML, goodbye!American chips, goodbye!
Since 2019, ASML has been unable to ship EUV lithography machines freely. High-end lithography equipment can only be sold to customers outside the mainland, and although ASML has earned good sales with EUV lithography machines, it is far less important than free shipping.
It's just that the rules are not up to ASML, and the use of American technology will be restricted by the United States, and ASML has no more choice than to comply with the rules, otherwise ASML will also become the United States"Special care"objects.
The United States has not been easy, and it has once again launched an operation, reaching agreements with the Netherlands and Japan to control the export of lithography systems, or involving DUV lithography machines.
Prior to this, ASML had repeatedly advised the United States not to do this, saying that China is an important player in the global ** chain, and not shipping will lead to the interruption of the global ** chain. But no matter what ASML says, it will not make the United States change its mind, and even the attitude of the Netherlands has changed from refusal to compromise.
According to news reports some time ago, the Netherlands said it had been"All the benefits were weighed, but *** came first"。The Netherlands intends to implement regulations in the summer, including for immersion lithography systems.
This result is indeed expected, the Netherlands certainly wants to maintain freedom**, but it also does not want to lose the market for its main customers, and the United States, if the United States cannot come to an agreement with the Netherlands, who knows what the United States will do.
In any case, the Netherlands eventually took this step, and the choice was in the hands of the Netherlands, with a series of subsequent consequences. ASML does not want to see such a situation in the Netherlands. As soon as the news broke, ASML took a stand.
According to the announcement on ASML**,"Due to future regulations, ASML will have to apply for an export license for the transportation of state-of-the-art immersion DUV systems"。ASML also revealed in the announcement that the regulation does not apply to all immersion lithography systems, and that less advanced equipment can also meet the needs of customers with mature wafer processes. It seems that ASML is still trying to win the cooperation of customers, and when ASML cannot ship EUV lithography machines freely, ASML also said that DUV lithography machines can be shipped normally.
Now, ASML's more advanced DUV lithography machines will be subject to export controls, so ASML once again emphasizes that low-end DUV lithography models will not be affected.
ASML doesn't miss a chance to ship, and while I can understand ASML's desire to work together as a commercial company, it's time to give up the illusion that things have come to this point. ASML has been pinning its hopes on a possible reversal of the United States, which is clearly unrealistic, and even if ASML has positive voices trying to convince the United States to reverse the wheel, it will be difficult to wake up the sleepers.
Estimated asml would say:"ASML, goodbye!American chips, goodbye!At the very beginning of the agreement between the United States, Japan and the Netherlands, ASML was destined to be even more restricted.
Some people may say: ASML does not yet have the ability to provide low-end DUV lithography technologyIt's not even the last step. That being said, if you're still thinking that you can continue to buy equipment regardless of the process, you're doing what someone else wants.
What's the point of the U.S. constantly updating chip rules?The U.S. allows the sale of low-end devices really is"Kindness"Is it?
Obviously, the United States wants to consolidate its position in the semiconductor industry and maintain its competitive advantage in the field of high-end chips. Updating the chip rules will reduce competitor penetration levels, and allowing low-end equipment shipments will allow the U.S. and other vendors to continue to earn revenue without worrying about the technological rise of their rivals.
If you can't see the situation clearly, then the United States in recent years has not been a great river of coal washing - idleness.
The United States has used the technological advantages of chips to arbitrarily change the rules, and the Netherlands and Japan have joined the agreement alliance. At the moment, it is not known when the agreement will bring about a change in the industrial landscape, but it is certain that it will not be easy to stop the United States.
From the perspective of the market, we should not wait and see what happens, but try to find the way forward.
Huawei, for example, has carried out a large number of self-developed projects after four rounds of regulatory measures. It replaces Android with HarmonyOS and Google's GMS service with HMS's self-developed service. All this shows that only independent research and development can achieve the ultimate breakthrough.
We hope that the national lithography machine can go further and have its own product pillar in mature and even advanced technology. At that point, I'm afraid I'll really have to say goodbye to ASML.