The United States has reached its goal, ASML has issued a helpless statement, China is facing challenges, and the industry is **.
The ASML statement dealt a blow to China and showed China's inability to achieve U.S. goals.
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ASML has been one of the main targets of the United States due to its mastery of the highest level of lithography technology, and the United States has ordered a ban on high-quality lithography equipment to Chinese mainland** ASML. Initially, the United States only restricted extreme ultraviolet lithography technology, and later focused on deep ultraviolet lithography.
The Netherlands restricts ASML to the United States** for certain DUV lithography machines. Since then, ASML has announced that the license it has acquired is about to expire. Now that the due date has passed, has the United States succeeded? ASML reluctantly made a statement:"It's already happening.
ASML declarations.
ASML is a Dutch manufacturer of semiconductor equipment. The lithography process occupies a central position in integrated circuit manufacturing equipment. The lithography machine first irradiates the photoresist to form a miniature circuit pattern on the silicon chip, and then forms the circuit pattern through the pattern on the photoresist layer, laying the foundation for chip manufacturing.
Lithography plays a key role in the semiconductor industry. As chip sizes continue to shrink, lithography can enable higher resolution and more accurate image transmission, which is important for achieving more powerful and complex chips.
Many countries, including China, are attracted to ASML's lithography equipment. Only the United States has been wary of China's semiconductor industry and does not allow ASML ** high-end equipment.
Initially, the agreement was limited to extreme ultraviolet lithography, but the United States later extended the restrictions to deep ultraviolet lithography. The Netherlands went one step further and struck a deal with the United States to jeopardize some of ASML's cutting-edge deep UV lithography equipment.
However, ASML will continue to provide services to the Netherlands until 2023, as it was licensed on September 1, 2023, the date the Dutch export regulations were implemented.
As 2023 approaches, ASML has issued a measured statement announcing that the Netherlands will partially withdraw its **licenses for the NXT:2050 I and NXT:2100 i lithography systems in 2023, which will affect a small number of customers on the European continent. According to ASML, the only deep UV lithography equipment currently on the market on the European continent is the 10-year-old NXT 1980 DI series.
ASML's concerns.
By the time the Netherlands reached an agreement with the United States, ASML's fate was already sealed, and ASML had to look up to the summit if it wanted to continue sailing at sea. After the ASML license expires, has the U.S. served its purpose?
I can only say one sentence, that is, the future is bleak, the United States wants to limit the lithography machine **, in order to prevent the development of Chinese mainland's semiconductor industry, I am worried that China's determination to be self-reliant will be ignored. ASML is also worried that China has a population of 1.4 billion, and if the lithography machine is insufficient, it can only rely on China's own research and development.
When China makes progress in lithography machines and is able to replace ASML, this limitation will not have much impact in China. At the same time, ASML will reduce its ** capabilities in Chinese mainland, which in turn will affect its sales in the market.
Therefore, ASML strongly appeals to the United States not to adopt restrictive measures. After all, China plays an important role in the global ** chain, and losing the Chinese market is not a good thing for ASML.
Of course, it is debatable whether ASML's idea will be feasible and whether the United States will change its mind. We can't expect the United States to change its mind. The United States has taken a series of measures against China's semiconductor industry, so it is necessary to abandon illusions about core technologies and face challenges flexibly.
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