A total ban again? The Netherlands suddenly announced, ASML: We are really reluctant to the Chinese market!
In order to restrict the development of China's semiconductor industry, over the years, the United States can be said to have exhausted various means, first listed the entity list, and included more than 1,000 Chinese companies such as Huawei in the entity list, and then forcibly changed the rules on wafers, and introduced the "Wafer Act" in an attempt to cut off China's channels for importing high-end wafers, and even gathered allies to sign a tripartite agreement to completely cut off the lithography machine. The tripartite agreement will comprehensively cut off the lithography machine to our country, and Japan and the Netherlands have announced the details of the tripartite agreement, and the process range will be 45 nanometers, so to speak, if you can't find a solution as soon as possible, the chip industry will suffer a huge blow!
However, the United States did not expect that the details of the tripartite agreement, which had just been announced, would be opened"Fight back", directly restrict the export of metal elements gallium and germanium, you know, these two elements are the main raw materials for the manufacture of semiconductors, China is the world's largest producer and exporter, once not sold to the United States, Japan and the Netherlands, then their semiconductor industry will also suffer a heavy blow! Well, your semiconductor industry will also be hit hard! Therefore, at this juncture, the Netherlands took the lead in choosing a compromise and directly issued a shipping license to ASML, allowing it to export 2000i and other DUV lithography models to the Chinese market, although the period is 4 months, but it is long enough!
After obtaining the shipping license, the president of ASML has also announced many times, saying that he will give priority to the distribution of lithography machine production capacity to Chinese customers, and will further accelerate the shipment of lithography machines, after all, in 2023, the total value of lithography machines booked by Chinese customers will reach 60 billion yuan! According to the data, ASML's revenue in the third quarter of 2023 has risen from 8% in the first quarter to 46%, and some time ago ASML officially announced an important news, that is, to deliver all prepaid lithography machine orders in China!
It has to be said that since obtaining the shipping license, ASML took the lead in dumping lithography machines in the Chinese market, you must know that at that time, Japan's Nikon and Canon had not yet adopted strategic policies in time, resulting in less than 10 lithography machine shipments in 2023, which can be described as miserable! ASML, on the other hand, seized the opportunity to earn 60 billion euros by prioritizing the allocation of production capacity to Chinese customers, once again leaving Nikon and Canon behind. The data shows that from 2021 to 2023, the Chinese mainland market has become ASML's second largest business market, no wonder ASML continues to give us good looks even if it offends the United States.
However, what ASML did not expect was that after just delivering 60 billion lithography machines to Chinese customers, the Netherlands** suddenly announced a ban on sales on January 1, 2024, that is, the revocation of the shipment license of 2000i and 2050i lithography machines and other lithography machine models, which means that the Netherlands will once again completely ban the sale of advanced technology DUV lithography machines in 2024, and the tripartite agreement will come into effect again!The tripartite agreement is back in force!ASML also has a lot to do: we really can't give up on the Chinese market!
However, even so, we don't have to worry too much, on the one hand, the ASML lithography machines we ordered in 2023 have all arrived, which is enough to withstand demand for a long time;On the other hand, the strong return of Huawei Kirin Core shows that the domestic market already has the strength to produce high-end tablet computers, coupled with the progress of Harbin Institute of Technology and Shanghai Microelectronics in the field of lithography machines, we will be able to get rid of the dependence on ASML lithography machines in a few years!In a few years, we will be able to get rid of our dependence on ASML lithography machines and be afraid of anything again"Blockage"It's over!If you agree, please like!