Scrap iron for $100 billion?The supply of lithography machines of Chinese enterprises was cut off, and ASML reaped the consequences!
Cut off!This word is like a heavy punch slammed into China's lithography machine industry, which instantly plunged the entire industry into a deep predicament. Scrap iron for 100 billion US dollars, this is not a fantasy, but a cruel scene in the Sino-US war. ASML, why are you doing this?
Things have to start with the friction between China and the United States, and a series of sanctions launched by the United States against China are all around. ASML, as the world's leading manufacturer of lithography machines, followed the steps of the United States and cut off the supply of lithography machines to China. Wennink, president of ASML, once arrogantly said: "The self-developed lithography machine of Chinese enterprises will destroy the global semiconductor industry chain." "It's a bit arrogant, it's like you're on top.
But as it turned out, the dog jumped over the wall in a hurry, and ASML began to tremble. It turns out that China has made great efforts in the independent research and development of lithography machines, especially in the major breakthrough of "high-speed ultra-precision laser interferometer". This technology is one of the core technologies of EUV's high-end lithography equipment, which is specially used for the production of chips in 7nm and below process technology. Don't forget, it took ASML nearly 20 years to master this technology. And we, in just two or three years, made ASML aware of the rise of China.
Speaking of ASML, we have had a good relationship. To export 100 lithography machines every year, it is simply a lot of money. But who would have thought that with the rise of China's lithography machine technology, ASML actually quickly restricted China's engraving machine technology from Japan, and even refused to provide maintenance parts for China's purchased lithography machines. Isn't this a clear lesson to teach us?However, we are not fuel-efficient lamps, so we don't give repair parts, do we?Then take it apart and study it and see what's going on with ASML!
This trick, ASML suffered a big loss. After announcing shipment restrictions to the Chinese market, their revenue has been declining, and their market share has shrunk by nearly 20%. At this time, foreign media began to comment: "The price paid by ASML is too great." "I wasn't afraid of 10,000 at the beginning, but I was afraid of what happened, ASML actually overestimated its own strength.
Truth be told, the United States has always had obvious intentions. They don't want China to become a loyal "wage earner", only let us polish tools in the field of processing. But we have our own development needs and rights, don't we?We can't always rely on others, technology can't be bought, only self-research is the only way out. This is what the United States does not want to see, but we must resist the pressure and firmly move on the road of independent research and development.
Self-research is a painful and long road, from 0 to 1, it is a rugged and dangerous road. But even so, we didn't back down, because the scenery on both sides was equally beautiful. Isn't the best-selling Huawei Mate 60 this year proof of this?What domestic consumers need is a domestic scientific and technological breakthrough, which is in line with the national strategy. We're going to tell ASML that you won't be able to jump for a few days.
From the perspective of Sino-US friction, it is not only China that has been injured, but also some American companies have suffered greater losses. Don't let them know that there is a price to be paid for blackmail. And we have not only made new breakthroughs in the field of lithography machines, but also made significant progress in diamond chips. If the diamond chip can be done well and a commercial system can be formed, then ASML will really not be able to jump for a few days. We have reason to believe that with the increasing strength of domestic semiconductor technology, it is only a matter of time before the first high-end lithography machine is successfully manufactured. ASML, your rout has only just begun.
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