"Lithography machine flows into Chinese enterprises! ASML ignores the ban, does the Biden team have a follow-up move? The article describes the U.S. sanctions and suppression of China's semiconductor industry, as well as ASML's continued shipment of lithography machines to Chinese companies in defiance of the U.S. ban. This series of actions has made the tripartite agreement between China, the United States and the Netherlands a "joke", and also revealed the game between China, the United States and the Netherlands chip industry.
In the article, the tripartite agreement between the United States, Japan and the Netherlands is mentioned. In the beginning, the United States, as the dominant player, hoped to limit the development of China's semiconductor industry by banning the export of lithography machines. However, the Netherlands chose to "turn back" and announced that shipments to the Chinese market would not be affected in any way, while Japan stipulated the scope of restrictions in the agreement and publicly announced the shipment of 23 core-making products. This has distressed the Biden team, as they hope to limit the development of China's chip industry by jamming the lithography machine, a key piece of equipment.
As one of the countries that currently have the ability to assemble mid-to-high-end lithography machines, ASML has also become the focus of attention of the Biden team. According to the third-quarter financial report, ASML shipped 80 lithography machines to China, and more than half of its profits came from the Chinese market. This shows that after the ban was temporarily lifted, ASML was providing a large amount of DUV capacity to China, and far exceeded the needs of domestic manufacturers. This also means that there are many companies that are stocking up on lithography machines. On the same day, ASML said in an official statement that shipments to the Chinese market would not be affected by the U.S. ban after the license had been granted in the Netherlands. This statement shows that ASML is ignoring the US ban and shows the attitude of the Dutch side.
The main reason for the Dutch decision to "oppose water" was the dumping of the Biden team, who claimed that the ban on Chinese lithography machines was the will of the Netherlands itself. Although this phrase was not believed, it hurt the hearts of America's "allies" and made the Netherlands realize that there was no need to sacrifice their own interests for the sake of the United States. In this game, ASML has completely woken up, and it realizes that China is the world's largest chip market, and China's independent industry is accelerating. If ASML continues to follow the footsteps of the United States, China will inevitably speed up the development of lithography machines, and more advanced technologies may be born. That's a huge bet for ASML, which relies on a single technology. In addition, with the significant reduction of global chip production capacity, ASML is facing a decline in the purchase volume of lithography machines.
The article pointed out that the total demand for chips has not changed, but due to the loss of orders in the Chinese market, European, American, Japanese and South Korean companies are facing a decline in sales. Chinese companies have completed the independent production of low-end chips, so they no longer need to purchase these chips, and high-end chips will also face difficulties because they cannot be exported. However, the United States will not be helpless, and they plan to delay the development of China's lithography machine autonomy by restricting the shipment of general-purpose components.
However, reality has taught us that following the United States may not be the best option. In the Sino-U.S.-Dutch game, countries and businesses already involved in this group have come to realize that only who to follow can make a fortune. They understand that no matter how much they draw a pie, it is useless, and only by bypassing the restrictions and achieving normal shipments to the Chinese market can they maintain the growth of profits. Through restrictions and suppression, it has never been possible to maintain technological leadership, and the global technology industry can only promote better development through cooperation.
In the long run, China is poised to become a leader in the global tech industry. China's rapid rise in the chip industry, as well as the continuous breakthroughs of SMIC, HiSilicon, Yangtze River Storage and other enterprises, all show China's strength in independent innovation and technology research and development. China's goal of achieving 70% chip localization by 2025 is also a clear guideline. As the world's largest chip market, China has become the focus of competition among major enterprises.
In this era of rapid development of technology, the importance of the chip industry is self-evident. Chips are the foundation of modern science and technology, and they are also a symbol of national strength and economic competitiveness. Through the description of this article, I have a deeper understanding of the impact of the tripartite game between China, the United States and the Netherlands on the development of the chip industry.
From the tripartite agreement between China, the United States and the Netherlands to ASML's defiance of the US ban, to the rise of Chinese companies in the chip industry, this series of events highlights China's rapid development in the chip field. China is no longer satisfied with the situation of "building is better than buying, buying is better than renting", but has stepped up efforts to promote independent innovation and industrial upgrading. In the development process of China's semiconductor industry, it has been strongly promoted by Huawei and other enterprises. These efforts have allowed China's semiconductor industry chain to take shape, and laid a solid foundation for China to become a leader in the global technology industry.
For the Biden team, they face a huge challenge. China has become an indispensable part of the global chip market and continues to improve its independent innovation capabilities. Continued restrictions and repression will only accelerate China's industrial autonomy and gradually weaken America's position in the global technology industry. What the global technology industry needs is cooperation and win-win results, rather than unilateral restrictions and suppression. It is only through global cooperation that countries can promote each other and achieve rapid development of science and technology.
From a personal point of view, I am full of confidence in China's independent development in the chip industry. China has strong support in terms of talent pool, technology research and development and market demand, and at the same time, China also attaches great importance to the development of the chip industry and has taken a series of measures to strengthen support. China's semiconductor industry chain has begun to take shape, and it is expected to achieve greater breakthroughs and development in the future.
However, we also need to be clear that the competition in the global technology industry is fierce, and countries are competing for the position in the chip field. China must continue to intensify its efforts in independent innovation, cultivate more high-end talents, strengthen technology research and development and industrial cooperation, and maintain continuous innovation momentum and competitiveness. At the same time, it is also necessary to strengthen cooperation and exchanges with other countries to promote the development of the global science and technology industry.
To sum up, the transformation of the global chip industry and the rise of Chinese enterprise autonomy are irreversible trends. China has good prospects for development in the field of chips, but it also has to face severe challenges. Only through continuous innovation and cooperation can we promote the further development of the global technology industry and achieve a win-win situation.