Not only ASML, under the ban, American and Japanese semiconductor equipment companies have sent China's best products.
It is reported that ASML will start orders to China in 2023, and according to statistics, in 2023, ASML will provide China with more than 60 billion yuan of lithography machines, more than three times that of 2022.
Why does ASML have such a huge lithography machine? The reason why this is done is to take advantage of the fact that the ban has not yet been implemented, ship as soon as possible, and make more money, so as to avoid being **.
In fact, not only ASML, but also other chip manufacturers in the United States and Japan have also entered the Chinese market, as if they are competing to see which company can get more orders.
For example, US companies will have revenue of 26.25 billion in fiscal year 2023, of which Chinese mainland revenue will be 27%, and in the fourth quarter of this year, Chinese mainland revenue reached 44%, more than double the previous year.
Another example is Lamb Research, whose figures show that in the first three months of 2022, China's earnings were 22%, 26%, 48%, respectively, and China's earnings are also continuing to increase.
KLA, for example, also saw rapid growth in revenue from the Chinese mainland market in the first quarter of 2022 at 26%, 30% and 43% respectively.
In addition, Japan's largest semiconductor device producer, Tokyo Electron***, is also growing steadily in exports to China in 2023, with Chinese mainland accounting for more than 40% of its revenue.
Why sell to China, as ASML does? The reason is the same reason, they all hope to ship as soon as possible before the ban takes effect, as soon as possible, and strive to get more funds, so as to ensure that the future products are not enough to sell, after all, China is a huge market, and no one is willing to give up.
Chinese companies naturally want to purchase as much as possible, because they want to purchase as many products as possible, so as to ensure that the future market is sufficient.
It's a win-win situation, one side wants to buy more products, and the other party also wants more products, so in the end an agreement was reached, because most of the current semiconductor industry is imported, not domestic.
Of course, as the imported products are getting better and better, the domestic products are also becoming more and more popular, because their products are all imported, and the imported ones are all imported.
But in any case, we still have a lot to learn in terms of chips, and in 2022, we will import a large number of chips from abroad, which are enough for us to use for several years. This is an inevitable question.