With the start of the Sino-US core war, the global semiconductor market has been covered with a thick fog, and the future development direction is uncertain. Many chip-related businesses have been affected and have suffered huge losses. In the face of pressure from the United States, many companies have had to comply, TSMC, Samsung,asmlCompanies, etc. are one of them. And in order to deal a devastating blow to China's chip industry, the United States has turned its attention to itLithography machine。As we all know, advanced chip production requiresLithography machine, if inLithography machineRestricting Chinese companies can completely crush China's chip industry. Based on this assumption, the United States has launched wave after wave of suppression actions against China's chip industry! ExceptasmlIn addition to the company, Japanese Nikon, Canon and other companies have also joined the alliance of the United States to cut off supplies to the Chinese mainland marketLithography machine。Nikon cut off supplies to Chinese mainland for 23 kinds of equipment and semiconductor materials, and in response, China canceled a large number of orders for Japanese machine tools, resulting in a loss of about $111.2 billion on the Japanese side! Obviously, in the face of unfair sanctions, China's attitude is very resolute and will never back down! Maybe I saw the end of Japanese companiesasmlThe company made a different choice, when the United States asked it to cut off supplies to the Chinese mainland marketasmlThe company had persuaded and warned, and although it did not have much effect, it could be seenasmlThe company still wants to show favor to the Chinese market. Of course, anyone with a discerning eye knows thatasmlCompanies are also doing this out of their own self-interest! Actually,asmlThe company, like Japanese companies, has not been able to continue to sell more models to the Chinese market since last yearDUV lithography machineFinish. ButasmlThe company adopted a "delaying strategy" and obtained a waiver from the United States for a few months until the end of January 1, 2024! During the exemption period, it should have been bannednxt：2100inxt：2050iandnxt2000iand so onDUV lithography machineIt is still possible to continue to ** to China! According toasmlThe company's latest announcement is that before the exemption period, all orders from Chinese companies have been delivered, and a total of 37 units have been exported to China during the exemption periodDUV lithography machine, visibleasmlThe company is in a race against time to deliver all these orders before the waiver period. Unfortunately, just as 2024 begins, bad news comes out,asmlThe company's "delaying strategy" failed, and the two were advancedDUV lithography machineThe export license was revoked, that is,asmlThe company is now unable to continue to China**nxt：2050iwithnxt：2100iThese twoLithography machine, only remainedNXT: 1980i lithography machineNot affected. There is no doubt that the attitude of the United States has been very clear and advancedLithography machineIt is impossible to continue to ** the Chinese mainland market. It is emphasized that it has already been deliveredLithography machineNor can it be 100 percent safe, and can only barely cope with the immediate crisis, because the United States still has remote shutdown in its handsLithography machineThey can make money at the same time and continue to restrict China, which is the real purpose of the United States! Therefore, fromLithography machineIt can be seen from the development of the industry that "it is better to buy than to build" is just a "nonsense" for foreign companies to scare China, and the core technology still has to be mastered by itself, and the equipment purchased is not safe! The road to core manufacturing is very difficult, and I hope that it is domesticTechnologyEnterprises can stay sober and don't be led by the nose!
ForasmlI think we can think about it from two perspectives.
First of all, for:asmlFor the company, the purpose of the "delaying strategy" is to protect its own interests. After all, China, as a huge market, forasmlThe company occupies an important position. So, continue in the short term**Lithography machineto the Chinese market,asmlThe company can get a certain return on the economic benefits. However,United States**The attitude is very tough, they want to be advanced by limitingLithography machineto weaken China's chip industry. Therefore,asmlIt is also reasonable that the company's "delaying strategy" will eventually fail.
Secondly, this incident also reflects domesticTechnologyProblems of the industry. Despite the fact that we areTechnologyA lot of progress has been made in the field, but we still rely on foreign advanced equipment. This is for the domesticTechnologyThe development of the industry has brought difficulties and challenges. In fact, we should increase efforts to cultivate local enterprises and promote independent innovation and independent research and development. Only by having core technologies can we truly get rid of dependence on foreign equipment and protect our own interests and security.
In summary,asmlThe failure of the company's "procrastination strategy" has given us some food for thought. In the face of external pressure and sanctions, we should not only rely on foreign equipment, but should strengthen independent innovation and independent research and development. It is only through continuous improvement that we can be thereTechnologyThe field is based on the high-end of the world and is truly realizedTechnologyThe goal of a strong country.