In recent years, the United States has been known for:"Information Security"as a pretext for our countryChipsThe industry is suppressed. However, anyone with a discerning eye knows that this is just an attempt by the United States to limit the pace of development of potential competitors and to defend itselfChipsHegemony. HuaweiAs of our countryMobile phonesRepresentative, in the KirinChipsWith the blessing of the company, it has grown and exceeded many timesApplesBecame the second largest seller in the world. However, under a series of restrictions in the United States,Huaweisales fell sharply, and other businesses were also severely affected.
The crux of the problem, it seems, isLithography machineLithography machineIt's productionChipscore equipment,TechnologyThe highest amount. As long as our country'sChipsOEMManufacturers can solveLithography machineThe problem can be changed in China's dilemma of lack of coresHuaweiKirinChipsbe"Stuck neck"will no longer happen. But the United States was also aware of the problem, so it co-opted Japan and the Netherlands to form a group"Blockade Alliance", restricting Japan'sNikon, Canon and DutchasmlProvide high-end to ChinaLithography machine。However,asmlAdopted a different attitude and began to frequent the inland**Lithography machine, which made foreign media sayasmlIt's starting to regurgitate.
To analyze the reasons why ASML accelerates the delivery of China's leading lithography machine, it can be analyzed from the following three aspects.
First of all, globalChipsThe development is sluggish, majorWafersmanufacturers are slowing down the pace of expansion while ChinaWafersManufacturers are speeding up construction. In 2023, globalChipsDemand is expected to decline, including:Apples, Intel and other manufacturers have cut backChipsorders, TSMC, Samsung, etcChipsOEMMakers slowed downWafersThe speed of the construction of the plant. In contrast, China'sChipsDemand remains strongOEMThe maker hastened upWafersThe pace of construction of the plant, among themSMICFour were builtWafersFactory. In this global context, as the world's largest and most advancedLithography machineMaker,asmlNaturally, attention needs to be paid to ChinaOEMRelationship with manufacturers and accelerate to China**Lithography machine
Secondly, the Kirin 9000sChipsThe return of mass production indicatesChinese chipsOEMThe industrial chain is becoming more and more perfect. HuaweiKirin 9000sChipsOfficially available at the end of August 2023, this oneChipsIt has attracted the attention of consumers and institutions around the world. The Kirin 9000s has been studied and analyzed by various countries and has come to a conclusion: the Kirin 9000s is an advanced technology that does not rely on Western technologyChipsYesChinese chipsOEMThe product produced by the manufacturer. The return of mass production of the Kirin 9000s shows:Chinese chipsOEMThe industrial chain is becoming more and more perfect, and it is able to produce advanced processes without relying on Western technology and equipmentChips。FaceChinese chipsOEMThe rapid development of the industrial chainasmlBegin to feel the crisis and become aware of the restrictions to Chinese companies**Lithography machineIt will only lead to a decline in its own revenue and worrying business conditions.
Third, ChinaLithography machineTechnological breakthroughs andasmlThe competition has intensified. In recent years, ChinaLithography machineTechnology has made a number of breakthroughs, independent research and developmentLithography machineGrowing maturity. For example, the ultra-precision laser developed by the team at Harbin Institute of TechnologyInterferometeris 28nmLithography machineTechnical support was provided for:7nmLithography machineTechnical reserves are provided. Shanghai AMECSemiconductorsThe company is also tackling 28nm immersionLithography machineThe research and development of the model was successfully developedLithography machineAfter that, China will be able to produce independently7nmChips。Facing the countryLithography machineTechnological breakthroughs,asmlLithography machineThe advantages are decreasing, so more attention is paid to the Chinese market and the acceleration of China**Lithography machine
asmlAccelerating to China**Lithography machine, undoubtedly yesChinese chipsThe industry has a positive impact. First of all,Chinese chipsOEMThe industry will get moreLithography machine**, solvedLithography machineThe problem of shortages has increasedOEMAbility to push furtherChinese chipsThe development of the industry. Secondly,asmlThe ** behavior means:Chinese chipsOEMThe industrial chain is becoming more and more perfect, and it is more and more able to produce high-end independentlyChips, reducing dependence on Western technologies and equipment, improvingChinese chipsThe independent innovation ability of the industry. And most importantly,asmlThe anti-water behavior also sends a signal to the international community that China is thereChipsThe strength and competitiveness of the field are constantly improving and cannot be ignored. This is for youChinese chipsIt is an important milestone for the industry and also for China in the worldChipsThe position in the market offers more opportunities.
In general,asmlAccelerating to China**Lithography machinebehavior, rightChinese chipsThe industry has a positive impact. It reflectsChinese chipsOEMThe development trend of the industry and the improvement of technological strength have also been transmitted to the international communityChinese chipsThe competitiveness of the industry cannot be ignored. withChinese chipsThe sustainable development of the industry and technological innovation, believeChinese chipsThe industry will usher in a broader space for development in the future.