The lithography machine is expected to ship 16.1 billion yuan to China, and ASML has a "counterpoint".
The U.S. has been looking to further limit ASML's ** and has been pressuring ASML since last year to further strengthen its international routine lithography range.
After hitting a wall, the three parties in the United States and the Netherlands to restrict the shipment of semiconductor equipment have reached a secret agreement, and ASML has confirmed that this information is true.
However, ASML said that this situation will not affect the company's revenue in 2023, and it will continue to send packages for the time being, as it will take some time for the policy to be implemented.
Now, ASML has released a new official announcement.
ASML said it will significantly increase its production capacity, planning to produce 600 DUV lithography machines and 90 EUV lithography machines in 2025-2026, and NAEUV lithography machine production capacity is expected to reach 20 by 2027.
On top of that, ASML also expects sales to increase by 25% in 2023 and sales to China will stabilize at around 2.2 billion euros, meaning ASML will ship $16.1 billion worth of lithography machines to the domestic market this year.
In this regard, there are foreign ** claims that ASML is the beginning of anti-nationalism, or overt anti-nationalism.
First of all, after the United States, Japan and the Netherlands reached a secret agreement to limit the shipment of semiconductor equipment, none of the three parties announced the news to the public, and the result was that ASML was the first to announce the news and said that it could continue to ship for the time being.
Due to ASML's stance, Qualcomm also said at the financial conference that it expects to continue to ship 4G chips and other products to Huawei, and this license will last for several years.
Subsequently, Intel also began to send special editions of i5 i7 series chips to domestic manufacturers, which made the chip business in the United States a little embarrassing, and it was ASML who made the situation public.
Now, ASML has publicly stated that it expects to ship 16.1 billion yuan worth of lithography machines and other equipment to the Chinese market this year, despite an agreement between the United States, Japan and the Netherlands.
Secondly, since the change of plug-in rules, ASML has a clear attitude, treats global first-class merchants equally, provides all the technologies it can provide to domestic first-class manufacturers, and increases the deployment in the domestic market.
The delay in the delivery of the EUV lithography machine, ASML claims is not its own problem, but due to the Wassenaar arrangement.
ASML hopes to further strengthen the scope of international lithography investigations, directly stating that the adoption of American technology is limited, and the impact on lithography investigations is also limited.
Now, ASML not only took the lead in promoting the news of the agreement between the United States, Japan and the Netherlands, but also said that it is now qualified to continue to ship, and it is expected to ship 16.1 billion yuan worth of lithography machines to China by 2023, so some people say that ASML is starting to contradict it.
Obviously, ASML is doing this, on the one hand, because of the large market demand, the overcapacity of chips with advanced processes, and the chip production capacity of mature processes is still limited, and there will be more demand in the future.
You must know that China is the world's largest consumer market for new energy vehicles, and it is also the world's largest exporter of new energy vehicles.
On the other hand, DUV lithography accounts for more than half of ASML's revenue.
Although there are more advanced EUV and NAEUV lithography machines, due to the advanced chip manufacturing process, the cost is too high, which discourages some manufacturers, which directly affects the shipment of EUV and NAEUV lithography machines.
In this case, ASML can only increase the number of DUV lithography machines to ensure revenue growth, otherwise it will not increase the production capacity to 600 units, which is far more than other models.
What do you think of ASML's behavior?Comments, likes, and shares are welcome.