Recently, it was reported that in November, China imported a total of 42 lithography machines, with a total value of up to 8$16.8 billion.
Of the 42 devices, 16 are from the Dutch ASML, worth 762.7 billion US dollars, an increase of 1050% year-on-year, with an average price of more than 47 million US dollars, about 3400 million units.
The number of lithography machines from Japan is 15, which are mainly purchased from Nikon and Canon, and 11 second-hand lithography machines from other countries and regions.
In fact, it's not just in November that we're crazy about importing lithography machines, it's just as crazy in October.
According to the data, in October, China also imported more than 40 lithography machines, of which 21 lithography machines from ASML were worth 672.5 billion US dollars, with an average price of more than 32 million US dollars, about 2 yuan300 million units.
Taken together, in these two months alone, China imported 37 lithography machines from ASML, with a total value of more than 143.5 billion US dollars, which is converted into more than 10 billion yuan.
And in this year's.
In the first, second and third quarters, we are also rushing for ASML's lithography machines, according to ASML's data report, from January to September, ASML sold a total of about 5.3 billion euros of lithography machines to the Chinese mainland market, which was converted into more than 40 billion yuan.
Chinese mainland contributed only 8% of ASML's revenue in the first quarter, but by the second quarter, it soared to 24%, and in the third quarter, it was as high as 46%, and Chinese mainland's contribution ranked first in the world, accounting for nearly half of the share.
Why is it so crazy to grab ASML's lithography opportunity this year?The reason is that within this year, ASML's immersion DUV lithography machine can still be opened**, but from 2024, the immersion lithography machine may not be sold to Chinese mainland.
In the future, we can only buy ordinary dry DUV lithography machines from ASML, which can only be used for chip manufacturing with a minimum of 65nm process, while immersion lithography machines can achieve the manufacture of chips at least 7nm or even 5nm.
Therefore, we must stock up more on the premise that we can buy now, so as to prepare for the next demand, especially under the premise that the current domestic chip production capacity is expanding sharply and a large number of lithography machines are needed.
It can also be seen from this data that on the one hand, in the next few years, we should have no shortage of lithography machines, but on the other hand, we must only look forward to the breakthrough of domestic lithography machines, not to mention EUV lithography machines, as long as the immersion DUV lithography machine is broken, we can basically not rely on ASML's lithography machine, which is a huge progress.