withSemiconductorsThe rapid development of the industryLithography machineAsSemiconductorsThe key equipment in the industry, known as "".SemiconductorsThe jewel in the crown of industry". However,Lithography machineIt is a complex project that requires more than 100,000 parts. The first chain of these components covers more than 5,000 manufacturers and takes up to a year to assemble and commission. Therefore,Lithography machineVery expensive, single unitEUV lithography machineoften sell for more than $100 million. Even so,asmlofEUV lithography machineDemand still outstrips supply, and sometimes sales need to be restricted. China is the world's fastest-growing and largest countrySemiconductorsOne of the markets, rightLithography machineThe demand is very huge, hence the chips in ChinaOEMManufacturers have come fromasmlProcurementLithography machine
However, it is infuriating that the United States cannot tolerate ChinaSemiconductorsThe booming industry led to the formation of the so-called "Tripartite Alliance" with Japan and the NetherlandsSemiconductorsThe export of equipment is controlled and restricted from JapanNikonCanonand DutchasmlTo Chinese companies**Lithography machine。Under the influence of Japan's export controlsNikonwithCanonFrom July 2023, the company will stop exporting products below 40nm to Chinese companiesLithographyPrepare. and affected by Dutch export controls,asmlIt will also not be able to export many products to Chinese enterprisesLithography machine。However, unexpectedly,asmlImplementationLithography machineAfter the export inspection, a strange phenomenon appeared.
Late January 2024,asmlThe 2023 operating financial results were officially announced. The financial report shows that in 2023asmlRevenues amounted to 27.6 billion euros, up 30 percent year-on-year. And the Chinese market is rightasmlThe full-year revenue contribution reached 29%, more than double the 14% in 2022. Specifically, China market revenue accounted for 24% of total revenue in the second quarter of 2023, 46% in the third quarter, and 39% in the fourth quarter. And in November and December, Chinese companies fromasmlPurchasedLithography machineThe amount has skyrocketed by 1000% year-on-year. SuchGrowth rateSurprising, but it also raises the question: whyasmlImplementationLithography machineAfter the export review, China toasmlLithography machineof purchases will show such a strange increase?
First of all,asmlThey admit that they have basically delivered what Chinese companies needLithography machineorders, and a significant portion of these orders are from 2022 and before. It can be seen that after the implementation of the export review in 2023,asmlfor Chinese companiesLithography machineExports have increased significantly, largely to absorb the previous backlog of orders.
Secondly, thoughasmlI implemented it in September 2023Lithography machineexport review, but they still have export licenses for several lithography systems such as 2050i, 2100i, 2000i, 1980i, etc. theseLithography machineIt can basically meet the needs of Chinese chipsOEMmanufacturers of production needs, hence the Chinese chipsOEMManufacturers have purchased these in large quantitiesLithography machine, which is alsoasmlOne of the important reasons for the surge in revenue in the Chinese market.
Finally,asmlAs a business, its primary goal is to make a profit. The Chinese market forasmlIt is a very important order market, tooLithography machineThe market with the fastest growing demand. Therefore,asmlAlways want to be able toLithography machineSold to Chinese companies. asmlExecutives have repeatedly stated that they do not approve of decoupling from China and are unwilling to restrict the distribution of loans to Chinese companiesLithography machine。If restrictedLithography machineTo Chinese companies**, thenasmlwill be lostLithography machineMarket Dominance. Therefore, in the case of such mutual desire,asmlLithography machineThe sharp increase in exports to China is a natural result.
asmlAs the world's strongest, most advanced technology, the most abundant production capacityLithography machineMaker, faceLithography machineExport screening is resilient and intelligent. Despite external pressures,asmlAnd it was not easily compromised. In the pursuit of profit, it is still able to copeLithography machineexport controls, and continue to provide them to Chinese companiesLithography machine。Believed in 2024,asmlStill able to copeLithography machineExport review, continue to supply Chinese enterprises.
In short, the business is in business, in order to obtainProfit, even under external pressure, they do not compromise easily. asmlAs a company with strong strength, in the faceLithography machineDemonstrated a high level of resilience during export inspections. By implementing a series of strategies, they successfully navigated various restrictions and continued their relationships with Chinese companies. This event proves once againasmlAsLithography machineThe position of the leader of the industry.