Before the US side imposed multiple rounds of sanctions,Huawei phonesIt has maintained a good momentum, and even Apple is starting to feel the pressure, losing the second place in global shipments several times. However, due to the fact that in 5G andChipsThe rapid development of the field of design, the United StatesHuaweiA series of sanctions were imposed, causing TSMC to stop foundryHuaweifell into a three-year-long oneChipsShortage dilemma. The main reason is that the mainland cannot buy high-endLithography machine, which cannot achieve high-endChipsproduction. However, in the near futureHuaweiA major breakthrough was announced, and the situation is finally starting to turn.
HuaweiInSemiconductorsThe field started late and suffered a lot of setbacks, resulting inChipsIt is still mainly dependent on imports. In recent years,ChipsThe value of imports has exceeded 400 billion US dollars, making it the largest import, surpassing oil. In order to continue to grab high profits, many AmericansChipsGiants have expanded their business in Chinese mainland, through advancedChipsTechnology makes a lot of money. However,ChipsManufacturing has always been our soft underbelly whenever we try to developChipsfield, but often looked down upon by others. For example, ShanghaiMicroelectronicsWhen I went to the Netherlands to study Xi, I was ridiculed by others, and I couldn't make it even if I had a drawingLithography machine。In addition, in order to continue to extract high profits from us, Western countries have also jointly developed the Wassenaar Agreement, which restrictsSemiconductorsand other advanced technologies to export to us and give us developmentSemiconductorsTechnology brings many difficulties.
In this case, our enterprises have begun to embark on the road of independent research and development. ShanghaiMicroelectronicsContinuously strengthen independent research and development, and successfully manufactured its ownLithography machine。In the domestic market,Sealing and testing lithography machineThe share of the market has reached 80%, and the global market share has also reached 40%. AlthoughChipsIn terms of manufacturing, it is still stuck at the 90nm process, but the more advanced 28nm immersion method is being tackledLithography machine。Once this process is broken, our autonomyChipsThe industrial chain can achieve advanced domestic production7nmProcess. 7nmChipswill be able to solve about 90%.Chipsquestion, the sanctions of the US side will also lose their meaning.
It is understood that since last year, ShanghaiMicroelectronicsIt has been working with other companies to try to immerse itself in 28nmLithography machineBreakthroughs in the field. Recently, there has been a new development in Taiwan, called ShanghaiMicroelectronicsAn advanced will be launchedLithography machine。Although there has been no further news since then, this development has attracted widespread attention. In addition,HuaweiSelf-developed KirinChipsIt has recently returned and is confirmed to be produced in Chinese mainland. AlthoughHuaweiNo more was announced about KirinChipsbut this is for the need to protect the relevant industrial chain. However, KirinChipsThe return caused a great sensation, and many ** and dismantling agencies jointly conducted an analysis, and the United States also conducted an investigation, but it was still unable to grasp the specific situation. However, what can be confirmed is the returning KirinChipsIt is indeed an advanced process and is produced in Chinese mainland. As for whether it was used or notasmlofLithography machine, onlyasmlI know it best in my heart. However,asmlIt has not made any statement to the outside world, but has been accelerating its efforts to Chinese companiesLithography machineIn the third quarter, Chinese mainland's revenue accounted for 46%.
asmlThe reason for this operation is that the United States has continuously increased restrictionsasmlI want to take advantage of the limited time. The second is globalChipsThe market situation continues to decline, and major wafer fabs have slowed down their expansion, only Chinese mainland is accelerating expansion. Third, it is possible to learn about domestic productionLithography machineAbout to break out or have already broken through, in order not to lose more market,asmlto speed up the shipment. However, let'sasmlUnexpectedly, there was a recent revelation that it was led by the Chinese Academy of SciencesHuaweiand ShanghaiMicroelectronicsA joint R&DLithography machineThe relevant technology patents have been officially announced. Even though it's just a patent, it's significant. On the one hand, illustrate domesticSemiconductorsNew breakthroughs have been made in related technologies;On the other hand, it shows that domestic enterprises have begun joint research and development and are committed to breaking through the bottleneck technology. Especially inHuaweiAfter being sanctioned,SemiconductorsThe popularity of independent research and development is unprecedentedly high. HuaweiPreviously, it also released EUV-related technology patents, Harbin Institute of Technology made a breakthrough in EUV light source technology, and the Institute of Optics and Mechanics under the Chinese Academy of Sciences also made relevant breakthroughs. These achievements are domestically advancedLithography machineand even EUV technology has laid a solid foundation, which will inevitably promote domestic productionLithography machinedevelopment. In the past, we have always pinned our hopes on the realization of globalization, believing that "it is better to buy than to build", but the United StatesChipsRestrictions are a direct wake-up call to the fact that external dependence is not feasible and that we must build autonomyChipsIndustrial chain. AlthoughLithography machineThe breakthrough process was very difficult, thoughHuaweiKirinChipsThe return of the patent and the publication of the patent have given us the motivation to believe that we will be able to break through the high-endLithography machine, completely solvedChipsThe shortage problem may even be surpassedLithography machineGiantsasml！Foreign media directly said that the general trend has been set, the United StatesChipsRestrictions will only letasmlLose more market share.