Your attention is my accelerant, pay attention to it, learn more about finance, learn about finance, and understand finance.
ASML, as the hegemon in the field of EUV lithography machines, has always sat firmly on the throne. However, ASML faces many uncertainties. First, the U.S. imposed restrictions on lithography equipment on the continental market, putting pressure on ASML. Secondly, in addition to Intel, other manufacturers are still waiting and seeing about ASML's newly released HighnaEUV lithography machine. At the same time, Japanese lithography equipment manufacturers have also begun to target ASML's high-end lithography market. These circumstances show that ASML has become somewhat passive in the market and needs to take steps to maintain its market share.
In response to this situation, ASML began to demonstrate the strength of its next-generation EUV lithography machine. According to official sources, ASML showed their most advanced chip manufacturing equipment in public, and this equipment is worth 3500 million euros (about more than 2.7 billion yuan). In addition, ASML highlighted that Intel has procured their lithography equipment and that the first device has been delivered to Intel's D1 factory in Oregon. With these initiatives, ASML hopes to accelerate chipmakers' procurement of its next-generation lithography products amid the AI boom.
However, from ASML's point of view, it was not a pleasant thing for them to present their products. In the past, ASML didn't need to hype up its products because companies like TSMC and Samsung placed orders with it. However, now the situation has changed, and the EUV lithography machine market is no longer monopolized by ASML alone, and Japanese companies have sent signals to seize the market. In particular, TSMC is increasing its expansion in Japan, and it is likely to be attracted by Japanese companies. As a result, ASML now has to show its strength in order to win the favor of customers.
However, from our point of view, this is not a good thing. First of all, we have already encountered limitations in DUV lithography equipment, and the new generation of EUV lithography machines is even more out of reach. We can only envy other manufacturers who have access to cutting-edge EUV lithography equipment, which is a challenge for us. Secondly, there has not been a big breakthrough in the field of EUV lithography machines in China. Although there are rumors that we can make 7nm or even 5nm chips with the help of mature chip manufacturing equipment, we have not been able to compete with ASML's EUV lithography machine in the field of lithography machines. Even if we have similar products, there is a big gap between the production capacity and ASML. This move by ASML has made us realize that we are far behind them, and we should no longer have the illusion of surpassing ASML's technical capabilities.
In short, foreign companies are progressing faster and faster, and we should also accelerate the pace. Otherwise, we will simply be left behind by them. What do you think about this?Feel free to leave a comment, like and share!
As a leader in the field of EUV lithography machines, ASML has always occupied an absolute market share. However, ASML is currently facing a number of uncertainties. First of all, the United States has imposed restrictions on lithography equipment in the mainland market, which has brought great trouble to ASML. This restriction is a big blow to ASML, as the Chinese market is a huge potential market. Secondly, on the newly released Highnaeuv lithography machine of ASML, in addition to Intel, other manufacturers are still taking a wait-and-see attitude. For ASML, this means that they need to put in more effort to win the favor of other vendors. In addition, Japanese lithography equipment manufacturers have also begun to target ASML's high-end lithography market, which has brought new competitive pressure to ASML.
In order to stabilize their market share, ASML began to show off their most advanced chip manufacturing equipment. According to official information, the value of this device reached 3500 million euros, equivalent to about 2.7 billion yuan. This device is considered a must-have for chipmakers to participate in the AI boom. In addition, ASML highlighted that it had successfully shipped the first device to Intel's D1 factory in Oregon. ASML hopes to attract more chipmakers to accelerate the procurement of their products by demonstrating its strength.
In the face of competition between ASML's new generation of EUV lithography machine and Japanese companies, domestic manufacturers are facing many challenges. First of all, we have been limited in DUV lithography equipment, which has had a certain impact on the development of our chip manufacturing industry. Secondly, there has not been a major breakthrough in the field of EUV lithography machines in China. Although we can manufacture 7nm or even 5nm chips with the help of mature chip manufacturing equipment, there is still a big gap between us and ASML in terms of technical strength and production capacity in the field of lithography machines. In the face of these challenges, we should redouble our efforts to accelerate the pace of technological innovation and development.
However, there are also opportunities in the midst of challenges. ASML's next-generation EUV lithography machine is an essential equipment for AI chip manufacturing, and the AI industry is developing rapidly. If we can accelerate technology research and development and scientific innovation, and improve our own R&D capabilities and production capacity levels, we will have the opportunity to emerge in this field and seize market opportunities.
In the face of ASML's presentation and competition from Japanese companies, we cannot sit idly by. Instead, we should accelerate our progress and accelerate the pace of technological progress and development. We need to strengthen research and investment in the field of lithography machines, and improve the technical level and production capacity. At the same time, we also need to strengthen cooperation with international leading enterprises, absorb external advanced technology and experience, and grasp the latest development trends of the industry. Only through continuous efforts and enterprising can we compete with international leading enterprises and gain a larger share in the market.
ASML showcased its most advanced chip manufacturing equipment, allowing us to see their strength in the field of EUV lithography machines. However, for domestic manufacturers, this is both a challenge and an opportunity. We need to recognize the gap with ASML and accelerate the pace of technological progress and development. Only through continuous efforts and innovation can we make a breakthrough in the field of lithography machines and be at the forefront of the world in artificial intelligence chip manufacturing. We should speed up domestic industrial upgrading, strengthen cooperation with leading international enterprises, and promote technological innovation to better meet the challenges of ASML and other competitors. Only in this way can we remain competitive in the global competition in technology.
If you like it, you can follow me, share financial advice regularly, and talk to you about financial topics.