The 16nm lithography machine was cut off, ASML no longer shipped, and foreign media: US sanctions were invalid.
The tripartite agreement on chips remains airtight, but restrictions from Japanese and Dutch semiconductor companies have come into effect. At this time, it is a critical moment for the Dutch ban on the transportation of lithography equipment to come into effect, so this topic is also receiving great attention.
Previously, some foreign media asked the Dutch mainland about its attitude towards communication, and the answer was not affirmative, saying that it was still actively communicating. In fact, it can also be seen from the side that the attitude of the Netherlands on this issue has not changed. It's clear that we're entering the cut-off phase of lithography.
According to ASML's response a few days ago, they can continue to deliver orders to customers in continental Europe until the end of this year, without being affected by the ban. But at the same time, ASML also said that the 16nm lithography machine will be completely discontinued, and it will no longer be shipped at the beginning of next year, and it will basically not get a shipping license.
ASML's words are actually based on the Dutch ban on lithography equipment;In the Netherlands, three advanced DUV deep-immersion UV lithography machines will not be shipped to customers in the mainland market in order to limit equipment. According to the model of the lithography machine, the corresponding advanced process chips are manufactured from 16nm to 7nm. As a result, devices that cannot be shipped next year are also classified as 16nm limit points. Moreover, according to the past situation, most of our lithography machines rely on ASML, so to some extent, the import of 16nm lithography machines in our Chinese wafer manufacturing will be completely disrupted.
Many industry insiders believe that this is a major challenge for China's wafer manufacturing, and with Japan's semiconductors being jointly restricted, the mainland's traditional wafer manufacturing will also be greatly affected. However, foreign ** believes that the US sanctions are invalid when our 16-nanometer lithography machine is obviously unable to ship.
That's right, the United States is sanctioning the development of semiconductors in our country, although only in the field of high-end chips, but under the restrictions of joint equipment of Japan, the Netherlands and the United States, the future of our country is not bright. Now, ASML, which has always paid more attention to the mainland market, no longer claims to continue to apply for shipping licenses, which shows that the main purpose of the US ban is to get the goal they want. In this case, why did the foreign media do the opposite to analyze it?
In fact, I personally believe that it is this situation that shows that the US sanctions have failed.
A senior executive of Japan's Tokyo Electron Company once said that although the mainland market cannot buy US equipment and technology, there is no place to sell their equipment. You know, Tokyo Electron's revenue share in the mainland market is about 26%, which is much lower than many American companies. At this time, they all believed that the loss of the mainland market meant that they could not sell their equipment, and the situation of American companies could be imagined.
Moreover, most American companies believe that if they cannot provide chips to the mainland market, the losses suffered by American companies will be reversed by American semiconductors themselves, so it is difficult for the United States to expand its technological superiority in the world, and on the contrary, it may continue to decline. Once this happens, the hegemonic advantage of US technology will be weakened day by day, and it will not be possible to have a major restraining effect.
In addition, the domestic frenzy of replacing and purchasing integrated circuit equipment is sweeping the mainland market.
On the basis of the continuous implementation of technological sanctions by the United States, the development of semiconductors on our continent has abandoned the old ways of the past and come together. For example, there are now more than 200 related parts companies, and by 2022, there will be 77 domestic semiconductor equipment companies, with a cumulative revenue of 59.3 billion yuan. It can be seen that we are accelerating internal substitution. At the same time, under the ban, many people began to take the opportunity to buy chips and production equipment.
In this dual role, we have taken a fundamental step, and even if many regions have achieved progress from 0 to 1, it is already a sign that their restrictions have begun to fall. As time goes by, the proportion of localization of chip manufacturing equipment will become higher and higher, and at that time, the US technology sanctions will be basically useless.
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