ASML released important data, the stock price soared 1000%, and foreign media lamented that the trend was unstoppable!
I think many friends know that Huawei has been sanctioned by the United States for chips. As we all know, lithography machines play a very important role in chip production. The main reason for the slow pace of China's chip localization is that the United States is in key chip production equipment'Stuck neck'。
However, it's not a good thing that chipmakers can't supply chips in the Chinese market: after all, the restrictions in China and the United States** have become a huge obstacle for their companies, affecting their performance.
You must know that although the United States has an absolute advantage in chip production equipment, only ASML can independently produce EUV lithography machines. Although EUV lithography machines are not worried, deep ultraviolet lithography machines are still highly dependent on the Chinese market.
In order to better protect their own interests, under pressure from American universities, both buyers and sellers are trying to promote cooperation in order to survive. In order to continue to provide China's best deep ultraviolet lithography products, ASML has repeatedly submitted postponement requests to the United States, hoping to maintain a good cooperative relationship with Chinese companies.
After meeting the conditions of the ban, ASML finally got its wish and was granted a waiver for a few months until December 31, 2023! To take advantage of this opportunity, ASML desperately delivered all the lithography machines purchased from the Chinese company before the deadline!
ASML released some extremely important data some time ago: from November to December 2023, Chinese companies spent 1000% more on ASML lithography machines than the previous year, and buyers and sellers rushed to buy them! In 2023 alone, Chinese companies will spend up to 60 billion yuan on lithography machines.
At the 2023 results meeting, ASML made it clear that although some DUV lithography models cannot be supplied in China due to export controls, the impact is about 10%-15%, and ASML will spare no effort to maintain close cooperation with the domestic market, which shows that ASML's dependence on the Chinese market is increasing!
Here are some facts worth our attention. According to the official data released by ASML, in the first quarter of 2023, the revenue from the mainland market accounted for only 8%, and in the third quarter of 2023, this proportion rose to 46%, which shows how much impact the mainland market has on ASML! As the foreign press said, they stopped.
As the saying goes, the greater the pressure, the greater the courage. Even if the United States believes that it has imposed severe sanctions on Chinese companies, in the final analysis, relevant companies can still find loopholes in regulatory regulations and continue to cooperate with the Chinese market, how can they make concessions and compromises on issues that affect their own interests? This also illustrates"Hegemony"The term is no longer relevant in this day and age. In the early days of global economic integration, cooperation and innovation were the foundations on which companies had to stand: the so-called"Hegemony"Instead of winning respect, it will become the enemy of the whole world and affect the development and progress of the world's science and technology industry. The so-called"Hegemony"Instead of winning respect, it will become the enemy of the whole world and affect the development and progress of the world's science and technology industry. Welcome to leave a message!