ASML President Criticizes the False Notion of Treating China as an Imaginary Enemy!
As we all know, the reason why the United States makes things difficult for Chinese companies is that the United States regards China as an imaginary enemy and believes that China can threaten US hegemony and replace the United States.
However, perhaps because of the serious delusion of victimization, the United States has not changed its original intention, over the years, has been increasing the pressure on Chinese companies, various sanctions emerge in an endless stream, especially in the field of chips, relying on their leading edge in the chip field, repeatedly changing the rules of the chip industry, the purpose is to make China's technology companies have no chips of their own.
In this regard, many chip giants have expressed dissatisfaction. Some time ago, the president of ASML once again said that the United States is worried about China's excessive investment in the chip industry - in fact, there is no need to regard China as an imaginary enemy!
In fact, Winnick underscored the crux of the matter: European capacity growth is slow and difficult to reach by 2030"20% chip market share"。In this case, it is inevitable to pay attention to China's investment in the chip industry"Nosy"taste, to put it bluntly, his own purpose has not been achieved, is there still time to care about others?
Objectively speaking, the European chip industry is not good, in recent years, Europe has been pressed and beaten by the United States, and its dependence on the United States is also very large, and its situation is not much better than China. Seeing Chinese companies being framed by American companies"neck", the EU cannot but put forward to"20%"The goal is to develop the domestic chip industry, which is its consensus.
ASML President Wenninger bluntly pointed out that this goal is simply unrealistic and impossible to achieve"20%"It is reasonable to reduce the target to 8%. To this end, the European Union has introduced a new one"European Chips Act", raised 3 billion euros to support the domestic semiconductor industry, and sent it to chip giants such as TSMC and Intel"Invite", but now it seems that this is not enough.
In the case of its own lack of strength, Europe still regards China as an old imaginary enemy of the United States, and believes that China's continuous investment in the chip industry is a hidden danger, but it is clear that compared with Europe, as the world's second largest economic power and the world's largest industrial market, China's demand for chips is simply one'Bottomless pit'In this case, it is not surprising that China has a demand for chips. In this case, it is not surprising that China is pouring more money into the chip industry, so what is there to worry about?
In addition, with the growing demand for chips in China, Europe will also have the opportunity to work closely with the Chinese market, on the one hand, to accelerate the construction of production capacity, and on the other hand, it is also expected to open up the Chinese market, which is the right direction for Europe.
Of course, there is a reason why ASML is on the side of China. According to ASML's 2023 financial report, ASML's revenue in the Chinese market increased by 6.4 billion euros year-on-year, accounting for 29% of total revenue, surpassing South Korea, which is enough to prove the importance of the Chinese market.
We must clearly understand that the semiconductor industry is a highly globalized industry, and no company can monopolize it. Therefore, only cooperation can achieve a win-win situation. We must not undermine the security, stability and balance of the global industrial chain because of our own selfishness, otherwise it will endanger the sustainable development of the entire industry!