ASML has set off an export frenzy to China in China: soaring 1000%!
The game behind the volatile world lithography market.
Lithography machines play a key role as an essential part of the semiconductor processing process. However, just like intrigue, the transaction of goods should be simple, but under various interferences, it has also become complicated. The intervention of the United States has made both buyers and sellers feel uneasy, which is why the export value of lithography machines to China has soared by 1,000%. Foreign countries** believe that this trend is irreversible.
1. Balance the interests of buyers and sellers.
Hindering the output of the lithography machine, this is a huge pressure for both the buyer and the seller. But in this dilemma, both China and the United States are actively looking for a way out. Especially in China, the domestic lithography machine technology is still relatively backward, so we can only rely on imports to improve our chip production strength. ASML in the Netherlands, the world's largest lithography company, was their first choice. ASML hopes to increase sales of its products, but the blockade in the United States has prevented them from exporting. However, this interference does not stop the huge demand, so exports continue **.
2. Handle crises in a flexible manner.
With lithography constrained, we need to be flexible in our strategy to pivot and focus on more needed mature processes. SMIC took this opportunity to invest in four fully completed chip factories in succession to improve the level of domestic chip technology. At the same time, it is also a very urgent matter to accelerate the research and development of domestic high-end lithography equipment. The cooperation between Shanghai Semiconductor and domestic lithography machines announced that it has made a breakthrough in the technology of immersion deep ultraviolet light sources. At the same time, in order to fill the gap between the supply and demand of domestic lithography machines, we are also making every effort to purchase all kinds of imported equipment. Despite being regulated by the United States and the Netherlands, ASML seized the favorable moment before the ban and accelerated the export of lithography equipment to China. This can be seen in ASML's earnings in China, where the company's share of the business is growing rapidly and the partnership has become an unstoppable trend.
3. Move forward steadily in the balance of supply and demand in the global market.
While the U.S. continues to tighten export controls on it, ASML says the cap will only have a small effect on it by 2024, between 10 and 15 percent. ASML said in its earnings report that the company's requirements for products from experienced process users have been stable and that it will continue to cooperate with companies in the mainland. Although the supply capacity of low-cost DUV products in major manufacturers is limited, its products still have good market prospects among experienced enterprises. ASML also recently announced that the lithography machines ordered by domestic users have been fully delivered, indicating that we have purchased a large number of lithography machines in the past few years, and have also made great progress for domestic lithography machines.
Domestic high-end lithography machines are expected to make breakthroughs.
1. The development of domestic lithography machines.
Not long ago, there was a report that Shanghai Microelectronics Company is preparing to release a cutting-edge lithography equipment in the near future. Although the news has now stopped, Huawei's own Kirin processors have unexpectedly returned to the foreground. After multiple links of verification, this chip has reached the level of industrial grade. So far, the specific situation of the Kirin is not clear, but it is expected that imported lithography machines will not be used. Foreign countries also admit frankly that all kinds of restrictions cannot be stopped, and the United States also knows that the only thing they can do now to prevent China from developing chips is to slow down China. But this is not an easy thing to do, after all, the domestic high-end lithography technology has made great progress, and it is very likely that a breakthrough has been made, and now it is being debugged and improved, more equipment, so that they have more time.
2. China has taken steady steps in the field of integrated circuits.
In the face of external interference and constraints, China's semiconductor industry is still moving forward and moving forward steadily. The acquisition of domestic high-end lithography technology has given us new hope and self-confidence, and has also promoted the optimization of the overall layout of China's integrated circuit industry. We have enough self-confidence to achieve greater development in the integrated circuit industry through continuous innovation and improvement, and provide strong strength for China's scientific and technological power.
3. Conclusion.
Under external constraints and oppression, China's integrated circuit industry has not stopped, and is still constantly exploring and developing. The substantial growth of ASML lithography machine has provided real support for the domestic semiconductor industry, and has also promoted a huge breakthrough in domestic lithography machine technology. Looking forward to the future, China's integrated circuit industry will continue to make due contributions to the progress of global science and technology along the road of development of science and technology.