Are ASML's delaying tactics ineffective?
Since the nuclear war between China and the United States officially kicked off, the global semiconductor market has been uncertain about the future direction"Fog"Always shrouded in a fog, it is not an exaggeration to describe it as "a great injury to vitality". However, under the pressure of the United States, TSMC, Samsung, ASML and other companies still have many people who dare to stand up and speak.
In order to give China Core a fatal blow, Lao Mei focused on lithography. We all know that if lithography technology"Fall in"On the head of the Chinese company, the Chinese core will be completely destroyed. Following this line of thought, the United States began to suppress Chinese chips round after round!
In addition to ASML, Japanese companies such as Nikon and Canon have also joined the alliance to end lithography machines in Chinese mainland. Nikon has issued a notice to China to suspend shipments of 23 of its equipment and semiconductor raw materials. In retaliation, China canceled a large number of orders for Japanese machine tools, causing Japan to suffer a loss of 111.2 billion euros! It is clear that China is imposing unfair sanctions and will not budge!
Perhaps seeing the signs of Japan, ASML has changed another way, the United States asked ASML to stop supplying to Chinese mainland, ASML persuasion, warning, although the effect is not great, but it can also be seen that ASML has an impact on the Chinese market. Of course, the hardliners also understand that ASML is also selfish in doing this!
Since last year, ASML, like Japanese companies, has been banned from providing more deep ultraviolet lithography machines to the Chinese market. However, ASML took"Procrastination tactics"to apply to the U.S. for a waiver for a few months until January 1, 2024. During this time, the previously disabled NXT:2100 i, NXT:2100 i, NXT:2050 i, and NXT2000i will be shipped to China as normal!
According to ASML's latest statement, all orders from Chinese companies were completed before the expiration of the tax holiday, and 37 DUV lithography machines were exported to China during the tax free period alone, which shows that ASML is in order to deliver all orders before the end of the tax holiday.
Thankfully, 2024 arrives with bad news one after another, ASML"Procrastination tactics"Failed, the export licenses of the two advanced deep ultraviolet lithography machines were revoked, which means that ASML could not continue to supply China with the NXT:2050 Type I and NXT:2100 Type I lithography machines, which were not affected by the delay.
Lao Mei's attitude is already obvious, they will no longer provide advanced lithography machines to Chinese mainland. It must be pointed out here that even if there is a lithography machine, it cannot be 100% guaranteed to be safe, it can only be said that it needs to be solved urgently, after all, Lao Mei still has the remote shutdown of the lithography machine"switch", both to make money and to be"Stuck neck", this is the old beauty! Real purpose.
So, from the research and development process of the lithography machine, we can see that the so-called foreign companies"Build your own and buy your own", in fact, they are all one of a kind"Nonsense", the fundamental technology, we have to rely on ourselves to create, buy not insurance! The road to de-core is long, and I hope that domestic technology companies can be vigilant and don't be led by others!