After ASML cut off supply, Japan launched a 5nm lithography machine, and the equipment ban gave the green light!
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In the 80s of the 20th century, Japan had an almost monopoly in the field of lithography technology. At the time, Japanese companies didn't even know ASML existed. However, now that the winds have changed, ASML can now develop the market without affecting Japanese lithography machine manufacturers.
However, ASML is now facing the closure of the mainland market due to clear assurances from ASML management that it will not be able to ** non-Dutch-made lithography equipment this year. And it is the good old man United States that directly missed the Dutch ban on ASML.
The biggest challenge we faced was how to get rid of the dependence on ASML due to a lack of lithography equipment. However, our own lithography equipment has not yet reached the level of ASML, and it is not realistic to rely entirely on in-house production to replace it. It's great to see Japanese lithography equipment maker Canon announce its entry into the mainland market so early.
Japan's Canon is expanding its R&D capabilities for nanoimprint systems, with deliveries expected to begin by the end of this year or next year, according to a report by Japan**. According to reports, this system will make it possible to manufacture 5nm chips, and ASML may lag behind in terms of power consumption and power consumption. This is good news for global chipmakers, as ASML can lead the way with just 40% of EUV devices**.
This is often the case with ASML's lithography machine shipments, and Canon's action is one"Rain in time"。However, this one"Rain in time"It has not yet landed in the Chinese market.
Earlier, Canon CEO Fujio Mitsui had said in an interview that Chinese chipmakers may not be able to export the new equipment due to technological restrictions in Japan. However, there is no need to worry, as this statement was made shortly after the ban was announced in Japan. Now, Japan has begun to approve the implementation of a hardware ban in this area.
First of all, Nikon's special edition lithographs have been licensed locally in Japan for distribution on the mainland. And this overlaps with the technology that was originally restricted, in which case the equipment can be supplied. In addition, even after the announcement of the equipment ban, Japan still let manufacturers apply for the ** route and is worried that Chinese manufacturers will not apply for more orders.
It's not hard to see why Japanese semiconductor makers don't want to lose out to mainland China in this market.
Most importantly, the Japanese business community has now issued an important signal. That is, Japanese companies are willing to increase their investment in the hinterland, and whether or not the Japanese companies themselves want to grasp the market opportunities in the hinterland depends on the competitiveness of the Japanese companies. To put it simply, if Japanese enterprises want to gain a steady foothold in the hinterland market and compete with other manufacturers, they must enhance the competitiveness of their products. These signals undoubtedly show the outside world that they are gradually acquiring"Green lights"。
Many Japanese companies, such as Nikon and Canon, are keen to actively develop the Chinese mainland market, even in such an important area as ** equipment. Therefore, we believe that in the near future, a 5nm** device"Rain in time"It will befall the Chinese chipmakers, and at the same time, the problem of ASML ** outages will be solved.
However, this does not equate to dependence on others. We have to take the initiative into our own hands, and with our technical strength, we have the right to make diversified choices without being stereotyped. So, do you think Canon's 5nm lithography technology will eventually be introduced to the mainland market? Please let us know what you think on this topic!