asmlAs chipmakers scramble for the device, its high-endLithography machineBroughtProductivityElevation is not negligible. However, due to the restrictions imposed by the United States,asmlYou can't ship to China at will, you can only focus on the middle and low endLithography machineand increase shipments to the Chinese market. However, recently, the US high-level suddenly made a statementasmlThe significance behind the reversal of the situation with China has attracted widespread attention from the outside world.
ChinaSemiconductorsThe demand of the market is huge, with the development of technology and the upgrading of the industry, the high-endLithography machineThe demand is also increasing day by day. asmlIt is hoped that by providing advanced to Chinese customersLithographyto meet this need. Judging by the data from the first quarter of last year,asmlIn Chinese mainland, revenue accounted for only 8%, but by the third quarter, that figure quickly grew to 46%, becomingasmlLargest market**. Predictably, after the release of the data for the fourth quarterasmlThe revenue breakthrough in the Chinese market will reach a new high. It is this situation that makesasmlThe desire for the Chinese market has become even stronger.
China inSemiconductorsThe field is developing rapidly, but there are still technical bottlenecks. As a company with leading technology,asmlWe hope to carry out technical cooperation with Chinese enterprises and jointly promote ChinaSemiconductorsThe development of the industry. As long as you can get orders from the Chinese market,asmlThe performance will not be bad. However, the US restrictions giveasmlOperating in the mainland market has brought certain difficulties.
AlthoughasmlThe desire for the Chinese market is growing, but US restrictions remain a major constraint. Since 2018, the United States has been paying attention and preventing itasmlWill EUVLithography machineExports to China, and in 2023, an agreement with the Netherlands will be reached to restrict exportsDUV lithography machine。It can be seen from this that the United States has always maintained its advanced approach to ChinaSemiconductorsclosely monitored.
The top level of the United States suddenly stated that it would import from ChinaSemiconductorscomponents, so as to turn products made in China into "Scrap iron”。If this initiative is fully implemented, then Chinese users will start withasmlHand purchasedLithography machineAfter-sales repair coverage may not be available. This will further letasmlThe Chinese market is facing difficulties, and the situation is not conducive to its development. In the third quarter of last year,asmlIn the Chinese market, it has achieved an unprecedented 46% of revenue, but due to the impact of license revocation, this year's revenue share may not be able to break this record, and even face the risk of **.
Foreign media have a clear view, and some analysts believe that China will increase its independenceLithography machineR&D efforts to reduce importsLithography machinedependence. This is tooasmlworried. asmlIt has been pointed out that China has a population of 1.4 billion, and there are many bright people among them. If they don't share technology with China, they will conduct their own research. Once China has made its own research and developmentLithography machinebreakthrough, you no longer need to continue to buyasmlproducts. Even if the United States relaxes restrictions,asmlwill also lose the important onesBusiness opportunities。U.S. restrictions have forced China to ramp up its R&D, and the end result could be to make U.S. fears a reality.
asmlThe challenges and risks facing the Chinese market cannot be ignored, but in the long run, it still has great potential for growth. Despite the restrictions imposed by the United States to giveasmlIt has caused a lot of inconvenience, but China is hereSemiconductorsThe rapid development of the field and the huge market demand have made itasmlThe business in China still has broad prospects.
China as a global oneSemiconductorsAn important player in the market, its market potential should not be underestimated. China on the high-endLithography machineThe demand is constantly increasing, whileasmlAs a company with leading technology, we have the ability to meet the needs of Chinese customers. Although there are certain obstacles to the restrictive measures of the United States against China, China** is stepping up its efforts to promote the domestic marketSemiconductorsThe development of the industry, forasmlCooperation in the Chinese market provides a more stable and broad platform.
From a personal point of view, I thinkasmlCooperation and development with China is a win-win situation. China can not only get fromasmlIn this way, leading technology enterprises can obtain key equipment and technical support, and can also pass withasmlto enhance their own R&D capabilities and innovation levels. At the same time,asmlIt can also further strengthen its position in the global market through cooperation with Chinese companies and bring sustainable growth momentum to its business.
In general,asmlThe reversal of the situation with China has brought new opportunities and challenges to both sides. Despite the restrictions imposed by the United States,asmlThe development of the Chinese market is still limitless. With ChinaSemiconductorsThe industry continues to grow and developasmlIt is expected to achieve greater breakthroughs and success in the Chinese market. The cooperation between the two parties will be globalSemiconductorsThe development of the industry has injected new vitality and made an important contribution to China's scientific and technological self-reliance.