The Netherlands chose to side with the United States, and ASML's more than 20 years of hard work may be in vain.
As a world giant in the field of lithography, ASML also has a say in the semiconductor chip marketOver the years, ASML has also made a lot of money by selling lithography machines such as EUV and DUVHowever, it is worth noting that after the United States has changed the chip rules many times and disrupted the development of the world's semiconductor chip market, ASML's development balance has been greatly affected!Impact!
People who are familiar with the development of the semiconductor chip field know that the advanced EUV lithography machine produced by ASML is an essential equipment for the production of process chips below 7 nanometersUnder the restrictions of the Wassenaar Arrangement in the United States, ASML's EUV lithography machine cannot be shipped freely, so even if we have money, we can't buy advanced EUV lithography machines, but fortunately, ASML can still send us a generation of DUV lithography machines, which also greatly promotes the development of China's semiconductor industry, and also makes ASML make a lot of money, which is also a win-win situation for both parties!
However, in 2023, the United States reached a tripartite agreement with Japan and the Netherlands to further limit the shipment of lithography machinesASML also responded, ASML said: Although the United States has reached a tripartite agreement with Japan and the Netherlands, the specific landing time has not yet been determined, and the shipment and revenue of ASMLDUV lithography machines in 2023 will not be affected. Impact;I thought that ASML would continue to catch up with and surpass the DUV lithography machine, but what I didn't expect was that the Netherlands did not install it, and it openly chose to face the United States in the past, ** and said: ASML's efforts for more than 20 years have been in vain!
Although the Netherlands has not publicly stated its position, now the Netherlands has suddenly taken a position"Security issues"For this reason, the relevant departments have come up with new regulations restricting the shipment of DUV lithography machines, which will be officially implemented in the summer of 2023!There is no doubt that the Netherlands has chosen to stand on the issue of restricting the shipment of DUV lithography machines"Old beauty"On the one hand, this also means that ASML's development will be greatly affected, and its efforts in the Chinese market for more than 20 years will also be reduced to ashes!
You know, after years of development, the Chinese market has already become the world's largest semiconductor chip consumer market, and with the continuous layout and development of Chinese technology companies in the field of chip production, the Chinese market has now become the world's largest lithography machine consumer market, for ASML, the Chinese market is also its top three sales market, can contribute huge revenue to ASML every year. According to ASML, it is expected that by 2025, the production capacity of DUV lithography machines will increase to 600 units, which can be consumed in the Chinese market alone, and now the Dutch"are all in line"As a result, ASML's DUV lithography machine will face the dilemma of not being able to ship, and it is clear that ASML's efforts in China for more than 20 years have been in vain. The effort was in vain.
On the whole, in the past, the United States has always hoped that China will move from the global semiconductor chip market"Isolated", and together with Japan and the Netherlands, a tripartite alliance was formed to block the 14nm process, and now ASML has become a key step in the tripartite alliance led by the United States in the past, and now the Dutch team has once again sounded the alarm for us, national science and technology. sounded the alarm, the development of domestic science and technology enterprises in the field of science and technology should not be stifled, then there is only one way to go independent research and development, I don't know what everyone thinks