ASML has announced a major change, that is, the new CEO Christophe Fouquet will officially take office on April 24, 2024, replacing the current CEO Wennink. The news has attracted a lot of attention in the industry, as ASML is a global leader in lithography machine technology and the only company capable of manufacturing extreme ultraviolet (EUV) lithography machines. For the lithography industry, ASML's leadership change will inevitably lead to new adjustments to chip lithography machine shipments.
1. ASML's new CEO attaches great importance to the Chinese market
ASML's new CEO made it clear that the Chinese market has become one of ASML's largest markets and contributes more than 46% of revenue. He stressed that decoupling from the Chinese market is impractical, especially in the field of chip semiconductors. This statement shows how much ASML attaches importance to the Chinese market. Driven by the rapid development of China's chip industry in recent years, ASML recognizes the huge potential and demand of the Chinese market and regards it as an important direction for future development.
2. ASML's lithography machine capacity improvement plan
ASML announced that it will ramp up lithography machine capacity in 2024 and plans to deliver the first NAEUV lithography machine by the end of this year. In addition, more advanced lithography machines will be launched in 2024. This means that ASML will increase the capacity of lithography machines and provide more advanced equipment to meet market demand. With the continuous progress of lithography machine technology and the continuous expansion of the market, the existing EUV lithography machine will be gradually replaced, and the launch of new models will also trigger new adjustments in lithography machine shipments.
3. ASML is optimistic about the development potential of the Chinese market
For ASML, the Chinese market represents great potential. In the past few years, China's chip industry has achieved rapid development, not only in terms of quantity, but also in terms of technology. ASML is aware of this and has begun to adjust its strategy to invest more in the Chinese market. By increasing the production capacity of lithography machines and introducing more advanced equipment, ASML will be able to better meet the needs of the Chinese market, while also better working with Chinese partners to jointly promote the development of China's chip industry.
TSMC, as the world's leading chip manufacturing company, will also have an impact on the lithography machine market through a change in leadership. Chairman Liu Deyin is about to retire, and he proposed that Wei Zhejia take over the chairmanship. This change will have a profound impact on the development of TSMC and will bring new adjustments to lithography machine shipments.
1. TSMC has increased its attention to the domestic market
Liu's proposal shows how much TSMC attaches importance to the domestic market. He personally led a team to visit domestic customers, aiming to win more chip orders. Wei Zhejia has publicly said that new energy vehicles have brought huge opportunities for mature process chips, which are more important than smartphones. Given that China is the world's largest producer of new energy vehicles and has become the world's largest chip exporter, the Chinese market has a huge demand for chips. Therefore, it is inevitable that TSMC will increase its focus on the domestic market and seek to develop in it.
2. TSMC adjusts its global strategy and increases R&D efforts
Wei Zhejia publicly announced that TSMC will remain in Taiwan and set up a new global R&D center, and actively apply for permanent exemptions. This move shows TSMC's strategic adjustment in the global market and will further increase its efforts to develop the global market. By increasing R&D investment and improving the level of technology, TSMC will be more competitive, not only to meet the needs of the domestic market, but also to provide higher quality products and services for the international market.
3. TSMC is facing pressure from domestic competition
At present, the domestic chip industry is developing rapidly, the output of domestic chips is increasing, and the share of imported chips is decreasing. At the same time, the domestic industrial chain has the ability to independently develop and produce Duvi lithography machines, which means that the chip technology produced in China has been reduced to 7 nanometers. In the face of fierce competition in the domestic market, TSMC needs to adjust its strategy and maintain continuous technological innovation to maintain a competitive advantage.
As a leader in China's chip industry, Huawei will also have a new impact on the lithography machine market. Huang has publicly stated that Huawei is one of its strongest competitors in the field of artificial intelligence chip manufacturing. If ASML and TSMC don't make changes, they will lose more domestic market share. China's chip manufacturing capacity is gradually strengthening, and Huawei has made breakthroughs in domestic manufacturing of advanced Kirin 9000S chips. This means that Huawei has been able to meet its own chip production needs in China, rather than relying on imports.
1. Huawei's demand for lithography machines has increased
As Huawei continues to grow in the field of artificial intelligence, the demand for chips is also increasing. As one of the important links in chip manufacturing, lithography machines play a vital role in Huawei's industrial chain. Therefore, Huawei's demand for lithography machine market will be increasing, and it will have a certain impact on lithography machine shipments.
2. Huawei promotes the rise of the domestic chip industry
As a leader in China's chip industry, Huawei's technical strength and market influence continue to expand. Huawei's success story is a testament to China's potential and strength in chip manufacturing. This will further promote the rise of the domestic chip industry and promote the development of domestic lithography machine technology. In this process, ASML and TSMC need to make corresponding adjustments to adapt to the changes and needs of the Chinese market.
ASML and TSMC, as the two giants of the global chip industry, will inevitably have new adjustments to the lithography machine market. The appointment of a new CEO will bring with them a new strategy and direction to adapt to the changes and needs of the market. Both ASML and TSMC will increase their focus on the Chinese market and meet demand by increasing production capacity, launching more advanced equipment, and investing more in the domestic market. In addition, the rise of Huawei will also have an impact on the lithography machine market, with its increasing demand for the chip industry and promoting the development of the domestic chip industry. In the face of these changes, ASML and TSMC need to constantly adjust their strategies to stay ahead of the curve in terms of technological innovation and market competition. Only through cooperation and innovation can we maintain a competitive advantage in the lithography machine market and contribute to the development of the global chip industry.