asmlAs a company with advanced technologyLithography machineManufacturers, which have an important position in the field of chip manufacturing. China is the world's largestSemiconductorsMarket, rightHigh-endLithography machineThe demand is growing day by day. Therefore,asmlWe hope to be able to meet the needs of Chinese customers and provide advancedLithography。In the first quarter of last year,asmlRevenue in China accounted for only 8%, but by the third quarter, that proportion had grown rapidly to 46%.asmlLargest market**. Predictably,asmlAchieve greater revenue breakthroughs in the Chinese market. The more this is the case, the stronger ASML's desire for the Chinese market becomes.
ChinaSemiconductorsThe rapid development of the industry and the existence of technological bottlenecks have made it possibleasmlI saw an opportunity to cooperate with Chinese companies and jointly promote ChinaSemiconductorsThe progress of the industry. As long as you can get orders from the Chinese market,asmlThe performance will not be bad. However,asmlOne challenge is that the technology it uses is subject to U.S. rules. The Netherlands and the United States are the sameasmlAn agreement was reached for the shipment of the product. Therefore,asmlTrying to operate in the Chinese market is not an easy task.
Since 2018, the United States has begun to advance towards ChinaSemiconductorsRestrictions, and keep an eye on themasml, preventing it from being the most advancedLithography machineShipped to China. Subsequently, the United States and the Netherlands reached an agreement in 2023 to restrictasmlDUVLithography machineShipping. This shows that the United States is maintaining its advanced approach to ChinaSemiconductorsA defensive attitude.
Recently, the top level of the United States suddenly stated that it wants to import from ChinaSemiconductorscomponents, with the intention of turning a product made in China into "Scrap iron”。If this initiative is fully implemented, Chinese customers will start withasmlPurchased in handLithography machineAfter-sales repair coverage may not be available. This is for youasmlThe relationship with the Chinese market will be unfavorable.
asmlIn the Chinese market, it has achieved an unprecedented 46% of revenue, but this year, due to the impact of license revocation, it may not be able to continue to break this ratio, and it may even be **. The views of foreign media also clearly pointed out that China will increase its independenceLithography machineR&D efforts to reduce importsLithography machinedependence. This is tooasmlWorried, they said, China has a population of 1.4 billion, many of whom are extremely smart. If they don't share the technology with China, they will do their own research. asmlWorried once China makes the finalLithography machineBreak through, and you won't buy againasmlproducts, even if the United States relaxes restrictions,asmlwill also lose hugeBusiness opportunities。U.S. restrictions will only encourage China to step up its R&D, and in the long run, U.S. restrictions may not have the desired effect.
ASML's desire for the Chinese market and the U.S. high-level for ChinaSemiconductorsThe restrictions form an opposition. With ChinaSemiconductorsThe rapid development of the industry, rightHigh-endLithography machineThe demand is constantly increasingasmlWe hope to meet the needs of Chinese customers. However, subject to U.S. rules and U.S. vs. ChinaSemiconductorsLimitations,asmlDoing business in the Chinese market is not easy. In addition, the United States imports from ChinaSemiconductorsComponent limitations may also be onasmlThe relationship with the Chinese market has a further impact.
In this highly competitiveSemiconductorsindustry,asmlA new direction of development must be sought. In addition to cooperation with Chinese enterprises,asmlIt is also necessary to strengthen its own R&D capabilities and promote technological innovation and progress. Only then,asmlin order to remain competitive in the Chinese market and in the worldSemiconductorsThe industry occupies an important position.