ASML announced the delivery of the order for lithography machines, involving the Chinese market news to refresh the industry dynamics.
Lithography orders are fully delivered, and ASML announces new news from China.
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ASML has the world's most advanced EUV lithography machine manufacturing technology, thus becoming the United States"Attention"The primary goal. The U.S. does not allow ASML to freely** EUV lithography and restricts the export of its products to China. In addition, DUV lithography technology is also limited.
ASML obtains a ** license, but the license has expired. Fortunately, all lithography orders have been completed and ASML has officially announced its entry into the new Chinese market.
ASML has made this announcement official.
The Chinese market is a significant source of revenue for ASML**. China's well-developed semiconductor industry has a huge demand for advanced semiconductor equipment, and ASML's advanced lithography machines and other equipment are widely used in the Chinese market, bringing considerable sales and profits to ASML.
In the first quarter of 2023, ASML's share of sales in Chinese mainland was only 8%, rising to 46% in the third quarter. With this sales growth potential, ASML expects to secure orders from customers in China.
However, the U.S. and the Netherlands have agreed on restrictions on high-tech DUV lithography technology, which expires in 2024, despite ASML having a ** license.
ASML has officially announced a new announcement for the Chinese market: the Netherlands has revoked the license for the NXT:2050 and NXT:2100i lithography systems in 2023, according to a statement on the official ASML website. It has only been four months since the license was issued.
During this period, ASML also received the most orders from the European continent, as the Netherlands reached an agreement with the United States and regulations were in place before ASML was announced. During this time, ASML asks customers to place orders urgently.
ASML is currently in full swing with a number of lithography orders, including a range of NXT:2050 and beyond lithography systems. In addition, unless licensed, ASML is currently only available to the mainland market** NXT:1980DI for low- and mid-range lithography systems.
The impact of the ban on ASML's business activities.
Of course, from ASML's standpoint, ASML wants to continue selling lithography equipment to China, but it can't be sure that the ban will be enforced. After all, no one is short of money, and the demand in China is also very large, once ASML releases shipments, it is estimated that in a few years, Chinese mainland should become ASML's largest market**.
ASML is now facing the same situation as the US and Netherlands cyber bans, which must be constantly investigated. How does this ban affect ASML?
ASML claims that the revocation of the export license will not have a material impact on its financial prospects until 2023. However, given China's long-term demand and its reliance on the earlier NXT:1980DI lithography technology, ASML can only guess at the growth of its sales.
And ASML is worried that if China can no longer buy top-notch lithography machines, ASML will face greater market volatility until China starts its own research and its own equipment enters the market. China also has a huge market for DUV lithography machines.
ASML now has two options: one is to try to obtain a shipping license and continue to operate; The second is to change the direction of exports, increase the export of low-tech lithography technology, and encourage quantitative changes through qualitative changes.
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