The Biden team has tried to suppress China's chip industry by banning the export of lithography machines, but this move has not had the desired effect. On the contrary, under the leadership of Huawei, China has actively promoted the process of semiconductor independence, made breakthroughs in YMTC, HiSilicon Semiconductor and other enterprises, and gradually built a complete industrial chain. In the face of the rise of Chinese companies, the Biden team began to worry and tried to focus on the limitations of the lithography machine, a key piece of equipment. However, the Biden team underestimated the attractiveness of the Chinese market and the strength of Chinese companies in the semiconductor field.
In the "Tripartite Agreement between the United States, Japan and the Netherlands", the Netherlands, as a key country, was once regarded as an ally of the United States. However, in the face of US sanctions and the dumping of the Biden team, the Netherlands chose to "escape", announcing that it would continue to ship to China in 2023 and postpone the implementation of the ban. ASML, a leader in the field of lithography machines, has also chosen to ignore the U.S. ban and continue to ship to the Chinese market. This move demonstrates the importance of the Dutch sense of independence and self-interest, and also allows ASML to see the huge opportunities presented by the Chinese market.
ASML realizes that China, as the world's largest chip market, has huge potential and demand. After the ban was temporarily lifted, ASML quickly shifted lithography machine capacity to the Chinese market and exceeded the demand of domestic companies. This also provides an opportunity and opportunity for Chinese enterprises to independently develop in the field of lithography machines. ASML is well aware that if it continues to follow in the footsteps of the United States, China will inevitably accelerate the pace of independent research and development of lithography machines, and even make more advanced technological breakthroughs. For ASML, which relies on a single technology, this means significant risk. In the face of the downward trend of the chip market, the production capacity of Samsung, TSMC and other companies has been greatly reduced, and the purchase volume of lithography machines will inevitably decrease.
Although the Biden team in the United States has tried to hinder the process of China's lithography machine autonomy by restricting the export of general-purpose parts, in Europe, Asia and other countries and companies have realized that the United States has lost its effect when it comes to following who can make more profits. These countries and companies are starting to look for ways to circumvent the restrictions and enter the Chinese market in a normal way. Restrictions and repression can only temporarily stop China's technological development, and global cooperation is the key to promoting scientific and technological progress. If the United States continues to adhere to its policy of repression, the global technology industry will eventually be led by China.
It can be seen from the whole incident that China's chip industry is taking solid steps in the direction of independence, and the difficulties encountered in the process have not stopped its progress. The Biden team tried to slow down the development of China's chip industry through bans and crackdowns, but they underestimated the attractiveness of the Chinese market and the strength of Chinese companies. The Netherlands has chosen to defend its own interests and ignore the pressure of the United States, and ASML has also seized the opportunity to continue to lead the Chinese market. The future of the global tech industry will depend on a balance between cooperation and competition, and unilateral restrictions and repression will only be counterproductive. China's chip industry is in a critical period of vigorous development, and I am confident in China's rise in the technology sector and look forward to China's emergence as a global leader in the technology sector.