Many countries around the world are looking at how to avoid ASML's EUV lithography machines, but so far, only one company has succeeded, and once it is successfully put into production, the entire semiconductor industry will change dramatically, and even ASML's EUV lithography machines will be eliminated.
Japan's Canon led the revolution in the chip industry, and Canon had developed a NIL process that did not require immersion lithography technology a few years ago, but at that time the process technology was still around 10 nm, and only one Japanese company used the NIL process, while Japan's "Kaijie" used the NIL process.
Because NIL technology is still around 10 nm, it has not been recognized by countries around the world, and Canon has promised that they have the ability to bring this technology to 5 nm, and in the past two years, they have increased this technology to 10 nm, and now, they have increased this technology to 5 nm.
Its biggest advantage is its manufacturing cost, the device it produces** is only 10% of EUV, but the power consumption is 10% of EUV, that is, the cost of using NIL's 5 nm process will be reduced by 90%, which is undoubtedly a huge ** for the current semiconductor industry.
Starting from the second half of 2022, there has been a serious capacity shortage in the world's semiconductor industry, which has directly affected the semiconductor industry in the whole world, especially some semiconductor companies, which have bowed to Samsung and forced TSMC to pay prices, but even so, their products can only be reduced by 20%, which cannot meet the needs of the market at all, so Canon is still very powerful in terms of cost performance in the NIL process.
Canon announced that the 5 nm process technology will be mass-produced around the world, and it is expected that there will be a period of time in the future, in order to maintain their market share, American semiconductor manufacturers will even reduce prices by 90%, but Canon's NIL process technology is good news for American manufacturers.
Under the pressure of the United States, some semiconductor manufacturers are likely to choose Canon's NIL technology, thereby reducing the production cost of chips, compared with 5 nm lithography machines, NIL technology will reduce the ** of chips to a very low level.
Canon's NIL process can be said to be ASML's largest profit channel, because only ASML can produce EUV lithography machines, so ASML can monopolize the process above 7 nm, but with the mass production of Canon's 5 nm lithography machines, ASML's 7 nm lithography machines will break the market above 7 nm, and ASML will not be able to continue to maintain the advantage of more than 7 nm.
At that time, Canon was the hegemon in the field of lithography machines, but with the United States moving to ASML** EUV lithography, Canon was in a predicament, and now Canon has re-entered the field of high-end chips, also to regain its own dignity, which is also Canon's strong strength in the semiconductor field.
Of course, some people in the industry also said that although Canon's NIL series products are very promising, at present, the world's three largest companies with processes above 7 nm, Intel, Samsung and TSMC, have purchased a large number of EUV lithography machines, and should not give up EUV in the short term and switch to NIL, and Canon's NIL series products sales will be affected.
**10,000 Fans Incentive Plan In fact, Canon occupies a place in the field of chips within 7 nm, or Chinese manufacturers, but unfortunately Canon can't compete with China's semiconductor manufacturers** NIL, which makes Canon very disappointed, because Canon will have to wait a long time to defeat ASML.