ASML President: It is a misunderstanding to see China as an imaginary enemy.
ASML President: The statement that the United States regards China as an imaginary enemy is wrong!
Recently, ASML Chairman Wennink published another article, in which he believes that the United States is worried that China will invest too much in the integrated circuit industry, and there is no reason to regard China as a potential enemy. He believes that as Europe struggles to achieve its 20 percent share of the chip industry, there is no point in worrying about China overinvesting in its chip industry. In fact, Europe's semiconductor industry is constrained by slow capacity growth and a heavy reliance on American chips. During this period, Europe stood idly by in response to the US blockade of Chinese companies, prompting the EU to realize the importance of developing domestic IC manufacturing, and set a market share of "20%". However, ASML CEO Wennink said the indicator was unrealistic and that it might be more reasonable to reduce it to 8%.
In order to promote the development of the integrated circuit industry, the European Union has introduced a new bill called the "European Integrated Circuit Act", which has raised three billion yuan for the domestic semiconductor industry. And in the meantime, the European Union has sent "invitations" to chip-producing giants like TSMC and Intel. However, such action is far from sufficient. On the one hand, Europe is accelerating its own chip production capacity, and on the other hand, it also hopes to cooperate with China through China, the world's second largest economic power and the world's largest manufacturing market, so that Europe can better engage with China. Therefore, there is no need to worry about China continuing to invest in China's chip industry, but the huge market in Europe needs to bring them opportunities.
Part of the reason ASML spoke on behalf of China was that the Chinese market was becoming increasingly important to it. ASML expects that in 2023, ASML will surpass South Korea with 29% of revenue, and achieve revenue of 6.4 billion yuan in China, occupying the world's second-largest sales share. These figures show how important the Chinese market is to ASML.
Only through international collaboration can we promote the sustainable development of the entire semiconductor industry!
As the semiconductor industry has strong international competitiveness, international cooperation and exchanges are particularly important. In contemporary science and technology, no country can stand alone, and only mutual cooperation can achieve a win-win situation. Therefore, whether it is the United States or Europe, we must abandon this kind of narrow-minded thinking, and we must not affect the security, stability and balance of the world industrial chain because of the selfishness of one family. Only by going hand in hand can we promote the healthy development of China's semiconductor industry.
China is the world's largest economic powerhouse and the world's largest manufacturing industry, and its demand for semiconductors is a bottomless pit. Therefore, China has invested more in the integrated circuit industry, which is a natural product that meets the needs of the market. China's investment and development in China has not only created new business opportunities for the world's semiconductor industry, but also created good opportunities for European and Chinese enterprises to do business. Europe should accelerate its own capacity building, and at the same time take the initiative to cooperate with the Chinese market to achieve a win-win situation.
In today's era of global integration, all countries should deepen their understanding and understanding of each other, and fully respect each other's demands and contributions. Only by going hand in hand can we promote the vigorous development of China's semiconductor industry and promote the development of science, technology and society in the whole world.
Personal opinions and conclusions.
The semiconductor industry is the center and cornerstone of today's scientific and technological development, and occupies a pivotal position in the national economy. However, as far as the semiconductor industry in the world is concerned, international competition and cooperation still face many problems and challenges.
In the opinion of ASML director Wennink, the United States is wrong to see China as a potential enemy. China is the world's largest economic power, but also the world's largest industrial production market, and its demand for semiconductors is huge. Therefore, China's increased investment in the semiconductor industry is in line with the needs of the market and is also a rational development direction. In stark contrast, Europe's chip industry has faced a series of difficulties, including slow capacity development and heavy reliance on American chips. Europe should accelerate its own capacity building, and at the same time take the initiative to cooperate with China for common development.
At the individual level, countries should abandon their intolerance and work together to achieve a win-win situation. The rapid development of China's economy has provided new opportunities for the world's semiconductor industry, as well as a new opportunity for all countries in the world, and also provided China with a broad space for development, making China the world's largest competitor. Only by working together and working together to promote the vigorous development of China's semiconductor industry and promote the development of global science and technology and economy.