Japanese equipment manufacturers were fooled by the United States and the Netherlands, and foreign media were completely fooled
As we all know, Japan has done one more thing this year: Japan exhibited 23 kinds of key equipment for semiconductor production, such as curing, and now other countries need to apply for a license to order.
It seems to be above board, but in fact, the Japanese are still fighting in secret. Signing a license in countries such as the United States is considered a piece of cake.
But only Chinese manufacturers can apply for licenses, just like in the West, if you want to get the instructions to break through the 9981 difficulty, the result is not to apply at all!
If you want to hit the Chinese core, the Japanese are really strong!Biden must have laughed and cried when he heard it, and nodded yes to Japan!
But after the financial report came out, the truth was revealed: the core of the entire US-Japan alliance, it turned out that only the Japanese were attacking the core of China, and the United States and the Netherlands made a lot of money!
The Japanese media complained: It's broken, we were cheated by the United States!
The financial report is released: it turns out that only Japan is serious!
It is known that the United States joined"The big leagues"The original intention was to prevent the development of Chinese chips in many countries, but"The main force"There are only three countries, namely the United States, the Netherlands, and Japan, which have key chip-making equipment.
Theoretically, these three countries need to join forces and work together to block Chinese chips, but the fact is"Join forces in one place, non-Qi, Yu, and Yanye!"
According to the latest financial reports of all parties not provided by U.S. companies, the revenue from the Chinese market accounted for 43% of the manufacturer's rail in the third quarter, and the revenue from the Chinese market accounted for 48% of Lam's revenue in the third quarter, accounting for about half of the revenue of the Chinese market.
There is also the Dutch lithography machine giant ASML, whose revenue from the mainland market was only 8% in the first quarter, reached 24% in the second quarter, and jumped directly to 46% in the third quarter, achieving rapid growth.
On the other hand, Japan, which is the only one that seriously and deliberately implements the basic sanctions of the United States, is really insensitive.
According to the profit figures announced by Japanese semiconductor equipment manufacturers such as Nikon, Canon, and Tokyo Electron, almost all Japanese semiconductor equipment manufacturers are reducing their shipments to the Chinese market, and their revenue and equipment shipments have fallen sharply, taking Nikon as an example, the decline is about 80%.
The primary alliance with the United States broke, and Japan was stunned.
They wanted to take a bite from China's neck, but they didn't expect their pockets to blow up instead. Why is this happening?
This year, the United States, Japan and the Netherlands signed a tripartite agreement on semiconductors to jointly impose an embargo on semiconductor equipment against China, but the United States and the Netherlands spared Japan for different reasons.
Of course, the United States does not need to explain more to Japan. If you want to ban it, you can ban it, and if you want to sell it, you can sell it. What else does a father need to explain to his son?
They lost the Chinese consumer chip market,"Teammates"Being stabbed in the back and being in such an embarrassing situation that only Japan can make a comeback.
Japan undoubtedly wants to surpass the United States and realize the glory of semiconductors in the past, but it also provokes the Chinese market to be in full swing and at the end of the road!