The United States has always regarded China as an imaginary enemy, and they fear that China's rise will shake America's hegemony. However, China has long made it clear and responded to this view, saying that it has never thought so and will not think of it in the future. However, for some reason, the United States has not changed their views, but has instead increased its crackdown and sanctions on Chinese companies in the past few years, especially in the pastChipsField. Lao Mei relied onChipsTechnical advantages, repeatedly revisedChipsThe rules of the industry, trying to makeChinese science and technologyNot available for businessesChips。In this regard, manyChipsThe giants all expressed their displeasure and put forward different opinions.
Recently,asmlThe company's president, Wennink, once again expressed his opinion on this phenomenon. He pointed out that the United States has overinvested in ChinaChipsThe industry's concerns are wrong, and it is not necessary to stress that China is an imaginary enemy. His argument is very convincing, he believes that for Europe, it will be difficult to reach the end by 2030 due to the slow pace of development of production capacityChipsThe target is to increase the market share to 20%. Against this backdrop, there are fears of overinvestment in ChinaChipsThe industry seems to be a bit redundant. What he meant was that since he hadn't been able to achieve his goals, what was the right to care about others? In fact, EuropeanChipsThe industry is also in an awkward period. with the United StatesChipsThe industry is different, Europe has always been suppressed by the United States, to the United StatesChipsThe situation is not much better than that of China, which is more dependent on imports. In the face of the situation that Chinese companies are under US sanctions,European UnionIt has also begun to increase its efforts to develop locallyChipsmanufacturing, and set the willChipsThe target is to increase the market share to 20%. However, Wennink bluntly said that this target was unrealistic, and that it was reasonable to cut it down to 8%.
In the effort to achieve the goal,European UnionA brand new "Europe" has been promulgatedChipsAct" and raised 3 billion euros to support the homelandSemiconductor industry。Same as Lao Mei,European UnionTSMC and TSMC were also invitedInteletcChipsmanufacturing giants to develop local industries. However, it is not enough to achieve the goal. In the case that its own production capacity has not yet been perfected, Europe still regards China as an imaginary enemy and is worried about China's rightChipsContinued investment in the industry poses a threat. However, compared to Europe, China is the second largest in the worldEconomybody and the largest industrial manufacturing market, rightChipsThe demand is almost limitless. Against this backdrop, China has stepped up its efforts toChipsThe investment in the industry is completely reasonable and necessary. For Europe, the increase in Chinese demand provides an opportunity for Europe to establish good cooperation in the Chinese market. Europe should speed up the construction of its own production capacity, and actively seek the expansion and development of the Chinese market, which is the right path that Europe should take.
asmlThe reason why the company speaks for China also has its reasons and basis. According to the company's 2023 financial report, only in 2023,asmlThe company's revenue in the Chinese market is significantly larger, exceeding 6.4 billion euros, and accounting for 29% of its global revenue, surpassing the South Korean marketasmlThe company's second largest market in the world. This shows that the Chinese market is rightasmlCompanies are becoming more and more important. asmlThe company is aware thatSemiconductor industryIt is a highly globalized industry, and it is unreliable for one country to dominate. Therefore, a win-win situation can only be achieved through cooperation. If you destroy the world for your own selfish gainIndustrial chainsecurity, stability and balance, the sustainable development of the entire industry will be affected.
in the presentEconomyIn the context of globalization, cooperation and openness are indispensable. Countries should abandon outdated zero-sum thinking and achieve common development through cooperation. China is the second largest in the worldEconomyand the largest industrial manufacturing market for the worldChipsThe needs of the industry cannot be ignored. Increase inChipsThe investment in the industry is perfectly sound and offers good opportunities for Europe. Europe should see China as a partner rather than an imaginary enemy, and strengthen cooperation and joint effortsChipsSustainable development of the industry. Only through win-win cooperation can we achieve the safe, stable and balanced development of the industry.