Lithography machineAsSemiconductorsThe core equipment of manufacturing has a significant impact on the chip manufacturing process. However, the United States is inChinese enterprisesAt the critical moment of expanding chip production capacity, an upgrade was takenSemiconductorsActions on control measures. On the one hand, Japan and the Netherlands were asked to ban the ** advanced DUV to ChinaLithography machinesystem, on the other hand, the United States also took obstructive measures, demanding from the NetherlandsasmlStops to China a few weeks before the restrictions are in place**Lithography machineParts and components. This leads to:Chinese enterprisesAdvanced models purchasedLithography machineLose its usefulness and face the risk of obsolescence.
Lithography machineAsSemiconductorsmanufacturing of key equipment that has given a huge boost to ChinaSemiconductorsThe development of the industry. According toasmlPresident**, as of 2023asmlin the Chinese marketLithography machineThe total number will be close to 1,400 units, such as Chinese chip foundriesSMIC, Hua HongSemiconductors, crystalline integration, etc. will become the main customers. These companies have increased domestic chip production capacity in the past few yearsasmlMore than 1,400 units of various models have been purchasedLithography machine。However, along with the AmericanSemiconductorsEscalation of control measuresChinese enterprisesPurchasedLithography machineThe gray area process was forced to interrupt, the order was canceled, and the makeChinese enterprisesThe planning and normal production tasks of the chip industry have been affected.
Lithography machineThe life span is generally 5 to 10 years, and reasonable maintenance and parts replacement are required during use. However, due to the cessation of the United States against China**Lithography machineParts and components. Chinese enterprisesFaced with the problem that after-sales service cannot be guaranteed. Lithography machineThe supply of parts will be cut offChinese enterprisesof the chip industry has a serious impact, not only making maintenance and repairs difficult, but also potentially leading to equipment obsolescence. This will have a serious impactChinese enterprisesand the normal operation of the entire domestic chip industry chain.
The U.S. action is considered to be against ChinaSemiconductorsThe continuation of the war. The United States passed the ban on the sale of advancedLithography machinesystem, which is designed to prevent China from being able to design or manufacture its own advanced chips. However, China, as one of the world's largest chip consumer markets, is for the Netherlandsasmlis also an important customer. According toasmlAccording to the financial report data for the third quarter of 2023, nearly 46% of the company's revenue comes from the Chinese market. IfasmlDue to the new regulations, it is not possible to continue to China**Lithography machine, which will have serious global implicationsSemiconductorsThe stability of the equipment industry chain will affect the development of the global chip industry.
This incident has also aroused widespread attention and discussion. On the one hand, some people believe that the behavior of the United States is a manifestation of violating international rules and will impact the international industrial chainChainsecurity and stability; On the other hand, there are also people on ChinaSemiconductorsConcerns were expressed about the development prospects of the industry, and it was believed that China should speed up its independent R&D and manufacturing, and reduce its dependence on imported equipment.
In short,Lithography machineThe breakaway pair of the componentChinese chipsThe industry has had a significant impact. Facing the United StatesSemiconductorsChina needs to strengthen its independent R&D and manufacturing capabilities and reduce its dependence on imported equipment to ensure the development of its domestic chip industry. At the same time, the international community also needs to strengthen cooperation and work together to safeguard the situationSemiconductorsStability and sustainable development of the industry.