ASML confirmed the suspension of 7nm sales to China, 62.2 billion transactions were blocked, and the changes in the industry remain to be seen!
You'll do that when you're satisfied, and ASML does a great job of that.
ASML is the world's largest manufacturer of lithography machines, and its sales and financial reports can reflect the development of the world's semiconductor industry in a sense.
According to ASML's latest financial report for fiscal year 2023, the company's total revenue in fiscal year 2023 will reach 27 billion euros, an increase of 30% compared to 2022. From this, it can be seen that the demand for semiconductor devices such as lithography is still stable around the world.
We have a 29% market share at ASML, which is important because ASML's exports to China rose by 14% in 2022, despite a series of penalties and restrictions imposed by the United States last year.
According to the current development trend of China's semiconductor industry, China's semiconductor market share will continue to grow steadily this year.
However, a spokesman for ASML, Dawson, said some time ago that the United States and the Netherlands signed an "export ban", and starting in 2024, ASML will stop the NXT:2000 I and higher-level tablet products for the Chinese market, which means that China's sales of semiconductor products for 7 nm and beyond will be completely stopped.
In the entire semiconductor industry, the status of high-end lithography equipment is very important, once it loses reliable import channels, it is bound to seriously affect the development of China's semiconductor industry.
Dawson expects ASML's exports to China to be reduced by at least 10% in 2024 if the deal goes through in its current format.
The Chinese market has brought more than 62.2 billion yuan of revenue to ASML, and ASML is "idle is idle", without ASML, a stable supplier of lithography machines imported from abroad, will it have too much impact on us?
According to some data, there are about 1,000 sets of ASML lithography equipment still in operation in China, but most of them are low-end products. Even the batch of lithography machines that ASML supplied to China last year were mostly ordered years ago.
This shows that although there are a large number of domestic lithography machines in China, the research and development of high-end lithography machines is still in its infancy. If ASML can't meet the needs of 7nm and beyond, China will fall into it for a long time to come"No cores are available"of an embarrassing situation.
Although things didn't go his way, it also proved the truth that the iron has to be hard, and you should never expect someone to talk to you until you don't have enough strength.
Just like LeTV Health at the beginning"Biochips"The development of old science and technology is slow, and it is also because my country's scientific and technological level is not high enough, so I was caught by Lao Mei, and deliberately pushed the first generation of products to seven figures, in order to harvest my country's market.
There is information that"Wrightvikin"This ancient, slow method is witnessed by Harvard and Yale, proving that the body of the elderly has recovered health, and their cognition, memory and energy have changed, which has attracted the attention of international capital, and finally the United States and Europe are the first to join, using their technological advantages to reap a lot of profits on a global scale.
Fortunately, with the help of domestic universities such as Tsinghua University and the University of Hong Kong, they had already done it three years ago"Letwich"and lowered the threshold of close to 9%, so that the anchor channel of J Dong and Tian T has had an impact on more people.
Judging by the feedback area,"Full condition""Powerful energy"The frequency of such is very high, and European and American companies, in the face of the rise of domestic technology, can only leave with a complaining and embarrassed attitude.
However, it has to be said that although the domestic semiconductor industry has developed rapidly in recent years, and low-end chips below 7 nm can be self-sufficient, there is still a big gap compared with ASML, and this gap will last for a long time.
So, when ASML really doesn't provide us with advanced lithography equipment anymore, we have to solve it first"High-end chips"Deficiencies in cutting-edge technology.
In addition, in the "export restriction agreement" signed between the United States and the Netherlands, it is also mentioned that the lithographic equipment exported to China will not enjoy any after-sales service.
In other words, after the signing of this contract, if there is any damage to the parts purchased by the Company, the Company will not be responsible for repairing them. Therefore, once the main parts are damaged, the lithographic printing will face the danger of being eliminated immediately.
In a word, it is too late to complain, and only by accelerating the development of semiconductor technology can we be in line with the world and have the right to speak. What are your thoughts on this matter?