Introduction: ChinaLithography machineAccording to customs data, in December 2023, Chinese mainland's imports of lithography equipment from the Netherlands amounted to US$1.1 billion, an increase of 1,000% year-on-year. This percentage of growth is significantly higher than the 6$700 million and 8$200 million. At the same time, imported all year roundSemiconductorsThe total amount of equipment is also close to 40 billion US dollars. This data has raised questions from netizens, and a large number of imports have been madeLithography machineDoes it mean domesticLithography machineChallenged outlook? This article will analyze the current situation of domestic lithography machines and the market situation of imported lithography machines.
DomesticLithography machineThe types and application scenarios vary. Shanghai Microelectronics' 600 series lithography machineIt is a domestic product that can be commercially produced at presentLithography machine。theseLithography machineIt can meet the lithography needs of 90nm, 110nm and 280nm, and can also manufacture 55nm chips through multiplexing. However, due to the limitations of process requirements, these are domestically producedLithography machineThe yield rate will be reduced, and the leakage rate will also increase. Therefore, they are more suitable for chip scenarios that do not require a high process, such as aerospace and industrialIndustrial controlField.
However, for daily use of mobile phone chips, computer CPUs and AI chips, etc., it is more sophisticatedLithography machineis required. At the moment, the only ones that can meet the demand for these chips are Dutch companiesasmlproducedLithography machineasmlIt's globalLithography machineThe leading company in the market has 85% of the global market share and controls more than 90% of the worldImmersion DUV lithography machineand 100%.EUV lithography machineasmlofLithography machineIt is capable of manufacturing chips from 7nm or less to 2nm and 1nm chips, meeting the needs of various application scenarios.
ImportsLithography machineThe market demand has been growing in recent years, and the amount of lithography equipment imported from the Netherlands by Chinese mainland has exploded. This is with ChinaSemiconductorsThe urgent needs of industrial development are closely related. ImportsLithography machineIt can expand production capacity, ensure market demand, and reduce dependence on imported chips.
in importsLithography machineMedium,asmlis the main oneQuotient, which has a variety of typesLithography machineIt can meet the needs of chips in various processes. Currently,asmlofLithography machineIt has been TSMC,Samsung, EnglishTeland other well-known chip manufacturers are widely used. Other equipment manufacturers are also actively working withasmlIt makes the whole lithography process more efficient and improves the yield rate of the chip.
Although China has hoarded a large number of imported lithography equipment, it is domesticLithography machineR&D has not been given up, and some progress has been made. The official ** reported Shanghai Microelectronics 28nm in 2022Lithography machineand will be delivered to the enterprise in 2023. In addition, there are also domestic institutions in research and developmentEUV lithography machine, achieved certain results.
Although domesticLithography machineThe specifics of the case have not been publicly disclosed, but it can be seen that the country is inLithography machineR&D efforts and progress. More good news is expected in the near future. DomesticLithography machineR&D efforts and progress will help improve China's self-sufficiency in chip manufacturing and reduce importsLithography machinedependence.
Conclusion: Despite recent importsLithography machineThe market has exploded, but this does not mean that the prospects of domestic lithography machines are challenged. ChineseLithography machineThe market demand is growing day by day, importedLithography machineCan meet the current needs, but domesticLithography machineR&D efforts and progress are still ongoing. With domesticLithography machineWith the continuous development and maturity of the future, it is expected to reduce the importsLithography machineto improve China's self-sufficiency in chip manufacturing. And importsLithography machineofQuotientasmlWe will also continue to develop and update our technology to meet the ever-increasing demands of our processes. To sum up, ChinaLithography machineThe explosion of the market on domestic productionLithography machineIt's a challenge, but it's also domesticLithography machineprovides an opportunity.