After a series of tough sanctions against U.S. chips by Biden, China has reacted and set an ambitious development goal to increase domestic chip production to 70% by 2025.
Therefore, from chip design to chip manufacturing, to chip packaging and testing, a large number of outstanding chip manufacturing companies have emerged in China, from Cambrian to SMIC, to HiSilicon ......
But the most important thing is that Biden's team has united Japan and the Netherlands in the area of lithography machines to form a research group called the "Agreement between the United States, Japan and the Netherlands".
The lithography machine is an indispensable part of the chip production process, and its high quality requirements determine that it can produce more advanced chips.
As a result, the Netherlands, which has the most advanced EUV lithography process, was forced to impose sanctions on China under the coercion of the United States, which has become the focus of the world's attention.
But now, ASML has announced that they have violated the agreement of the three parties and sent 80 lithography machines to China
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On the day that the Netherlands announced the implementation of import control measures for Chinese lithography machines, ASML, a giant in the American semiconductor industry, immediately announced: "We have received an order from the Netherlands and will ship it to China!."”
Dutch Foreign Minister Schreiner Maher also said that Xiaohe has its own foreign policy and will not blindly imitate the US approach, but will make corresponding changes in response to the actual situation in his country.
The United States was angry and issued statements one after another: "China's ban on lithography machines is all made by the Netherlands!"."Now it's broken.
According to the latest data, ASML has exported 80 lithography machines to China in a row, and the Dutch giant ships at least 50% of its revenue from Chinese mainland every quarter.
Industry insiders have said: "This has exceeded the demand for lithography machines from Chinese semiconductor manufacturers, that is, many Chinese companies are seizing the time and preparing for large-scale purchases." ”
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ASML's eyes finally fell on China, the world's largest semiconductor consumer market.
Take SMIC as an example, our product quality and production capacity are not as good as TSMC and Intel, but due to the existence of the Chinese market, it has developed very rapidly over the years.
ASML once severely suppressed Meixin, and now I know that the Chinese market is not a good thing for them!
With the increase in chip production, TSMC, Samsung, SK hynix and other companies began to purchase lithography machines in large quantities, and the demand for Europe and the United States is getting smaller and smaller.
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In fact, with the blockade of chips in the United States, other companies and countries are also aware of this.
Nikon, a Japanese equipment manufacturer, has introduced a semiconductor device that uses ordinary components specifically for China in an attempt to circumvent the regulations of American chip companies.
Once morale is lost, the team is difficult to lead.
Seeing that the competitors of "Chinese chips" are amiable on the surface, the U.S. Department of Commerce has intensified its efforts and released its words: From now on, not only lithography machines will be banned, but also parts!
In this case, we should dispel the doubts of American and European companies and strengthen independent research and development of our own core technologies.