In December 2023, Chinese mainland from the NetherlandsImportsThe value of lithography equipment reached 1.1 billion US dollars, a year-on-year increase of 1000%. This is higher than in the previous months of October and NovemberImportsThe amount shows that there is a large demand for lithography equipment in China. This has led some netizens to question why a large number of themImportsLithography machine？Is it because of domestic productionLithography machineIs it hopeless? However, the reality is domesticLithography machineThere are still limits to meeting demand.
DomesticLithography machineIt is mainly produced by Shanghai Microelectronics600 series lithography machineMainly. this seriesLithography machineIt can meet the lithography needs of 90nm, 110nm and 280nm, and can also manufacture 55nm chips through multi-** technology. However, compared to the NetherlandsasmlcompanyLithography machineDomesticLithography machineThere is still a gap in terms of accuracy, performance, and reliability. For some chip scenarios with higher process requirements, such as:Smartphones, computer CPU and AI chips, domesticLithography machineUnable to meet the needs of its precision manufacturing.
asmlis a Dutch business, owning 85% of the world'sLithography machinemarket share and offers a variety of typesLithography machine, including:Immersion DUV lithography machinewithEUV lithography machine。NetherlandsLithography machineThe technology is advanced, and it can manufacture chips below 7nm, which far exceeds the domestic onesLithography machineprocess capability. Therefore, in order to meet the demand for high-end chips, and expand production capacity and reduce pairsImportsThe dependence on chips, Chinese mainland chooses a lotImportsLithography equipment in the Netherlands.
However, domesticLithography machineis prompting China to increase localizationLithography machineR&D efforts. Through cooperation with Tsinghua University,Huaweiand other partners in ChinaLithography machineManufacturing enterprises continue to improve their own technical strength, accelerate the development of high-precision, high-performanceLithography machine。According to public information, China is already at 28nmLithography machineAn important breakthrough has been made in R&D, and deliveries are expected to begin in 2023. In addition, China is also developing R&DEUV lithography machineThe aspect has increased its efforts and made concessionsasmlThe president praised the results. DomesticLithography machineThe breakthrough will not only help meet China's own chip manufacturing needs, but will also reduce the number of chipsImportsThe dependence of equipment to improve the autonomy of chip manufacturing.
On June 30, 2023, the Netherlands issued a new export control regulation for advanced semiconductor equipment, which stipulates the prohibited part of the export without permissionImmersion lithography machineprovisions. This restriction will affect access to China14nmThe following logic chips, high-end DRAM chips, and more than 128 layers of Nandflash development. This is high for ChinaTechnologyThe field is a major challenge because of the high techTechnologyIt plays an important role in global competition.
Some analysts believe thatLithography machineThe restrictions on China are actually on ChinaTechnologyGiants, especiallyHuaweisanctions. However, regardless of whether there are such sanctions, the purpose of the restrictions is to limit China's high-techTechnologydevelopment. In this context, China must increase its independent research and development efforts to promote domestic productionLithography machinein order to cope with international uncertainty and external constraints.
Despite the abundanceImportsThe situation with lithography equipment may give a sense of domesticationLithography machineThe illusion of poor prospects, but in fact domesticLithography machineR&D has progressed rapidly and has achieved remarkable results. China inLithography machineBreakthroughs have been made in the field of manufacturing, and in high-precision, high-performanceLithography machineThere is a lot of potential in R&D.
China also attaches great importance to itLithography machineR&D and industrialization, through the promotionTechnologyInnovation, provide policy support and other ways to strive to improve domestic productionLithography machinelevel of technology. At present, China has established a number of internationally competitive enterprisesLithography machinemanufacturing enterprises, and increased the training and introduction of relevant technical personnel.
In addition, lithography itself is also evolving, and the success of next-generation lithography technologies such as EUV in commercial applications is expected to further promote ChinaLithography machinedevelopment.
To sum up, although domesticLithography machineIn some ways withImportsLithography machineThere is still a gap, but China is trying to improve its technological strength and accelerate the process of R&D and industrialization. DomesticLithography machineThere is still a lot of potential for development, which is expected to meet China's growing demand for chip manufacturing in the future. At the same time, China should also increase its effortsLithography machineR&D investment, enhance the independent ability of domestic chip manufacturing, reduce the pairImportsThe dependence of equipment realizes the full autonomy and controllability of chip manufacturing.