OneasmlThe relationship with the Chinese market is anti-**, and the US high-level suddenly expressed its position, and the foreign media has a clear view.
In recent years,asmlAsChipsA leader in the manufacturing equipment industry, its high-endLithography machinePopular all over the worldChipsSought after by manufacturers. However, due to being subject to U.S. export restriction rules,asmlIt is difficult to go directly to China ** advancedLithography machine, can only focus on the low and mid-rangeLithography machinemarket, increase shipments to the Chinese market. However, the recent high-level statements in the United States have made allowsasmlThe relationship with the Chinese market has changed, and the views of foreign media have become clear.
China is the world's largestSemiconductorsmarket, on the high-endLithography machineThe demand is growing. asmlAware of the huge potential of the Chinese market, we hope to be able to meet the needs of Chinese customers and provide them with advanced productsLithography。According to the data, in the third quarter of last year, the Chinese market was rightasmlThe proportion of revenue has reached 46%, becoming its largest market**. Foreseeably in the futureasmlRevenues in China will continue to grow. This makes:asmlThe desire for the Chinese market is growing.
asmlAs a Dutch company, it uses technology from the United States. Since 2018, the United States has been paying close attentionasmland prevent it from exporting EUVs to ChinaLithography machine。Since then, the United States has also reached an agreement with the Netherlands to restrictasmlExport of DUV to ChinaLithography machine。These restrictions have severely impactedasmlBusiness in the Chinese market. In 2015, Eaton ended the pairasmlstripping so as not toasmlForge a deeper collaborative relationship with China. If the U.S. fully implements restrictive measures, Chinese customers purchaseasmlLithography machineAfter-sales repair coverage may not be available. This will be rightasmlRelations with the Chinese market have a greater adverse impact.
In the face of U.S. restrictions, China has strengthened its autonomyLithography machineR&D efforts. Foreign media generally believe that China will reduce imports through self-developed technologyLithography machinedependence. China is one of the most populous countries in the world and has a huge talent pool. asmlThere were fears that once China broke through the eventualLithography machinetechnology, may stop buyingasmlproducts, which will beasmlLosses that result in significant business opportunities. U.S. restrictions have prompted China to continuously strengthen its own research and development to strengthen its domestic strengthChipsManufacturing capabilities, realizedSemiconductorsSelf-reliance and self-improvement of the industry.
asmlIt's globalSemiconductorsLithography machineThe largest merchant in the market, which occupies an important position in the Chinese market. Because of ChinaSemiconductorsThe rapid development of the industry has a high impact on the high-endLithography machineThe demand is also increasing. The Chinese market is rightasmlThe revenue contribution is increasing, which makes theasmlThe appetite for the Chinese market is growing day by day. However,asmlConstrained by U.S. technology and export restrictions, its operation in the Chinese market also faces many challenges.
The top level of the United States has always been about ChinaSemiconductorsThe industry remains on high alert and has stepped up through restrictive measuresChinese chipsLimitations of manufacturing technology. This restriction not only directly affects the competitiveness of Chinese enterprises in the international market, but also forces China to strengthen its independent research and development capabilities. While facing restrictions, China has made up for the domestic high-end by increasing its independent research and development effortsChipsLack of manufacturing equipment.
China inSemiconductorsAlthough the development of the field is rapid, there are still technical bottlenecks and high-endChipsDependence on manufacturing equipment. AutonomyLithography machineR&D becomes ChinaSemiconductorsOne of the important directions of industrial development. China also encourages domestic enterprises to increase investment in scientific research and promoteChipsLocalization of manufacturing equipment, while reducing dependence on imported equipment, enhance the ability of independent innovation.
asmlThe relationship with the Chinese market has reversed, mainly due to US restrictions and a change in the Dutch position. The top level of the United States has stated that it will import from ChinaSemiconductorscomponents, increase in China advancedSemiconductorsTechnological limitations. This makes:asmlThe performance of the Chinese market is subject to greater uncertainty and risk. And ChinaSemiconductorsIndustry pairsasmlThe high end of the offerLithography machineDemand remains strong, and China is increasing its autonomyLithography machineR&D efforts. Through independent research and development, China is trying to reduce its importsLithography machinedependence on the promotion of domesticChipsManufacturing capabilities. However, the technological challenges facing China and competition in the international market remain unignotable. Under the current international situation, China should continue to strengthen independent technological innovation and increase its efforts to increase its effortsSemiconductorsThe strength of the industry's support, for:Chinese chipsThe development of the manufacturing industry has laid a solid foundation. asmlIt is necessary to pay closer attention to the changes in demand in the Chinese market, strengthen cooperation with Chinese enterprises, and jointly promote ChinaSemiconductorsThe industry has achieved leapfrog development. It is only through joint efforts and cooperation that China, the Netherlands and the United States can be on the roadSemiconductorsThe field has formed a win-win situation of cooperation.