The order is not given?ASML changed dramatically.
Perhaps no one thought that chips are so important in the development of today's society, and almost all fields of life have begun to demand chips, which is not only beneficial to chip factories, but also to the top suppliers of chip manufacturing equipment, especially the dominant lithography machine ASML.
We know that ASML can provide high-end EUV lithography machines for manufacturing chips for advanced processes, but ASML actually dominates the entire lithography machine market, including DUV lithography machines in addition to EUV lithography machines.
In addition to ASML, Nikon Japan can also provide DUV lithography machines, but Nikon's DUV lithography machine sales have been extremely weak, it can be said that Nikon's lithography machine business has been in a state of oscillation, and the annual lithography machine sales revenue is difficult to support the huge lithography machine research and development expenses.
However, some time ago, the United States suddenly joined the ranks of the Netherlands and Japan and launched a more fierce attack on our integrated circuit industry, and this time they pointed the finger at lithography technology. Previously, they had banned ASML from giving us EUV lithography machines, and this time it was DUV lithography machines.
But some time ago, Nikon gave us a top-of-the-line DUV lithography machine, the ARFI type wet DUV lithography machine, and although we were under pressure from the US ban, we were not surprised, because it was a good opportunity for Nikon.
For a long time, Nikon's lithography machine sales have not reached ASML's zero, and now Chinese mainland, even if EUV lithography machine cannot be bought, is already ASML's third largest customer, which shows how strong the customer purchasing power of Chinese companies is, and now for Nikon, it is a historic opportunity to catch up with ASML.
Shortly after the successful delivery of Nikon's DUV lithography machine, the Chinese company announced the bidding results again, this time winning the bid for our country's lithography machine, and there were two lithography machine tenders, and ASML only had one empty and not a single order was obtained.
I have to say that a situation like this is very rare, and the victory of Nikon and the national lithography machine in the competition itself is very rare, and now there is a winning streak, and ASML continues to win, I have to say that this change is too fast.
So, why such an unexpected change?In fact, it can also be said that SMIC obviously ordered EUV lithography machines, but it has not been able to deliver them because of the paper ban in the United States. So, won't the DUV lithography machine repeat the mistakes of the past?In fact, no one can say.
In addition to the light sources used in EUV lithography, there is another fundamental technology: computational lithography.
That's right, the lithography machine also needs the cooperation of software, and the computational lithography machine is an important part of it, I think some friends still remember that ASML accused the Chinese manufacturer Dongfang Jingyuan of infringing on ASML's technology without any evidence, which refers to the computational lithography machine, which shows the importance of the computational lithography machine, but it has been so long, and ASML still has not come up with any evidence.
Therefore, from this point of view, it is likely that ASML will continue to be subject to the United States in terms of DUV lithography machines, so it makes sense for Chinese companies to make more choices for the sake of safety considerations, and for the development of Nikon and domestic lithography machines, and the results are the same.
But from our point of view, this may be just the beginning, our domestic high-end DUV lithography machine is already on the eve of the dawn, ASML needs to make a choice as soon as possible, because the more blockchain we can do, the more independent it is, even ASML said that it is not impossible for China to develop high-end lithography machines, do you agree with this point of view?If you agree, click on it"Great"。