ASML has a clear attitude, US semiconductor companies respond quickly, and Japanese media: become prey.
I think everyone knows the lithography machine giant ASML, and this manufacturer's EUV DUV lithography machine is highly appreciated.
The restrictions of the previous U.S. and U.S.-Japan-Netherlands tripartite agreements have limited ASML's normal EUV DUV lithography shipments. At the same time, Japan has also put 23 types of semiconductor equipment on the restricted list.
We all know that the measures taken by the United States before, such as cutting off supply, banning sales, and changing chip rules, are aimed at restricting China's development of high-tech enterprises such as Huawei and SMIC. We're going to hit the bottom**. But what Lao Mei never expected was that this was their pursuit, forcing Chinese enterprises to deploy the semiconductor industry and join the wave of localization of the semiconductor industry chain.
ASML was the first to disclose the news after the signing of the tripartite agreement, and the new regulations affected the shipment of some DUV equipment and restricted the delivery of EUV equipment. But other older lithography equipment is not affected. Initially, ASML CEO Wenninger said: It is reasonable for the United States to limit the normal shipment of ASML lithography equipment, and China will develop its own equipment.
This statement means that the old U.S. shipping restrictions will cost ASML a large part of its market share in China, but it will also force out some of its competitors. Some time ago, the Netherlands ** issued a statement, like a drop of water in a pot, boiling instantly. It said it had begun sending lithography machines to China for strict scrutiny and control. China, as the world's largest consumer market for semiconductors, is very important to it, and the Netherlands does not want to miss it.
After the Netherlands improved its attitude, the tripartite agreement became almost a dead letter. At the same time, some U.S. semiconductor manufacturers have also moved when they hear the news, such as Lam Research Group, Kelai and other U.S. semiconductor companies, which will normally ship to Chinese manufacturers.
Compared to ASML and U.S. semiconductor companies, Japan's situation is a bit strange, since the signing of the agreement, the 23 types of semiconductor equipment included in the restricted list have been strictly adhered to, which has also led to a sharp decline in the revenue share of Japanese manufacturers. ASML and U.S. semiconductor manufacturers did not know that companies such as Fanling and Kore would revert to their status quo ante after purchasing from Chinese manufacturers.
In this regard, Japan** said:"ASML and U.S. semiconductor companies are shipping. We are still limiting shipments, and the losses after that will be incalculable, we are the prey.
After ASML's clever attitude, American semiconductor companies are also moving to limit China's development, and they also covet China's market share, but the battle of domestic semiconductor equipment manufacturers is not trivial. This is evidenced by the $6 billion reduction in imported semiconductor equipment.
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