Lithography machineAsChipsManufacturing critical equipment plays an important role on a global scale. WhileasmlAs the most advanced and only productionEUV lithography machineThe manufacturer is even more inLithographyThe field has established an authoritative position. However, due toasmlofLithographyRestricted by the United States,asmlCompanies have had to face a variety of challenges to stay ahead of the curve.
Although the United States has tried to limit it through the Wassenaar ArrangementasmlShipment, butasmlThe company has publicly stated that this practice will only promptMade in Chinabusiness acceleration catch-up, and the Chinese market toasmlis very important. Made in ChinaQuotient is expected to get moreLithography machineshipment capacity, which further reflects China's position as the world's largestChipsThe importance of the market.
After the tripartite agreement signed by the United States, Japan and the NetherlandsasmlThe company announced the news as soon as possible and said that it would continue to deliver to the Chinese marketLithography machine。Although the Netherlands will start implementing it on September 1Lithography machineexport controls, butasmlHe stressed that it will continue to ship to Chinese manufacturersDUV lithography machine, especially the ability to willChipsThe process was reduced to the 7 nm Type 1980iDUV lithography machine
Currently,asmlAnnounced the second quarter financial results, a total of 113 lithography equipment were shipped, of which 27 unitsLithography machineDeliveries were made to Chinese manufacturers, accounting for 24% of total shipments. Delivered to domestic manufacturersLithography machineInstead of decreasing, the number has increased, which also meansasml's revenue figures won't be greatly affected in 2023.
Restricting the use of U.S. technology against the United StatesSemiconductorsThe practice of the company's shipments,asmlIt said that the impact on its remittances was limited, and that it had expanded the scale of investment in the domestic market and created more important jobs. This indicatesasmlInstead of sitting idly by, a proactive response was taken.
The Chinese market forasmlis undoubtedly crucial. As the world's largestChipsThe consumer market, China needs moreLithography machineto meet the growing demandChipsManufacturing needs. According to the data,asmlUndeliveredLithography machineThe orders exceeded 20% of the orders in the domestic market, and the order amount exceeded 60 billion yuan.
ChinaSemiconductorsChipsThe rapid development of technology is also the sameasmlOne of the reasons for speeding up the ** domestic manufacturers. China in optoelectronicsWafers, quantumWafersand other technologies have achieved a leading position in the world, and domesticLithographyIt's also growing. Some companies have validated 28nm precisionLithography, and the Chinese Academy of Sciences has built a prototype of an advanced light source. It is expected that in the next 12 months, the total flow of the domestic market will reach 7 nanometers, which means advancedLithographyThe breakthrough is gradually being realized.
At the same time,asmlThe CFO stressed that no single country or region can build a complete system on its ownChipsindustrial chain, which also proves the countriesLithographyChanges in the rate of development. asmlMore than 200 key positions are planned to be created this year to further strengthen investment in the Chinese market.
InLithography machine**Restrictions applyasmlRather than sit idly by, the company has adopted a proactive response strategy. Although the United States is trying to prevent it with restrictive measuresasmlShipment to China, butasmlIt still maintains a high level of attention to the Chinese market and strengthens its cooperative relations with domestic manufacturers.
The Chinese market is the largest in the worldChipsconsumer market, for:asmlhas great potential and importance. asmlIn order to meet the needs of the Chinese market, deliveries to domestic manufacturers have been acceleratedLithography machinespeed, and inLithographyChina continues to cooperate. At the same time, China's ownSemiconductorsChipsTechnology is also evolving rapidly and is expected to become a world leader in the futureLithographyOne.
Despite the constraints and challenges,asmlWe still maintain confidence in the Chinese market and actively seek cooperation opportunities. In the future, with the further development of the Chinese market and technological breakthroughs,asmlIt is expected to achieve greater breakthroughs and development in the Chinese market.