Is the big Korean factory hesitant? Resist the entry of EUV lithography machines into China, and enterprises show a tough stance!
With the U.S. lobbying for Dutch company ASML to block the use of EUV lithography in the mainland market, this has become clear now, and the detrimental effect of the alliance has been adversely affected.
Although they did not bring the Korean company"Eviction"out, but they are at the pinnacle of American technology, extending their manufacturing breakthrough deadlines in the mainland market to TSMC, Samsung, and SK hynix. However, this work is not yet complete. This EUV lithography machine has been in a state of free inspection.
TSMC is lucky, the most cutting-edge process is not in the mainland, so it ignores the past breakthroughs of the United States, but at the same time, they continue to set up factories in the mainland to expand production capacity.
This is not the case with South Korean companies, which have 40% of their DAM production capacity at its Wuxi plant in China, and most of these products are made using the latest production technology. The U.S. embargo on EUV lithography machines has put SK hynix in a dilemma.
SK Group has previously publicly stated that it will look for other markets to replace its production capacity. SK hynix has said it may move its production base back to South Korea or set up factories in the U.S., Europe and elsewhere because of the ban on production equipment. However, SK hynix has reversed the blow, bluntly saying that it has no plans to reduce production in the mainland. Therefore, this cooperation has reached an impasse, if the production is not stopped, then the most advanced technology, how to solve it? Eventually, they chose to give in.
Interestingly, some time ago SK Hynix's ban on electronics was not bothered.
They have started a new round of action, which is to make fourth-generation DAM chips at 10 nm, instead of shipping them. In short, it is to put a part of the product in the domestic factory, and then use EUV lithography to reprocess the product, and then the domestic factory will carry out the final processing. This move is also a disguised hint to the United States: EUV lithography technology, you don't put it in China, we don't want it, we just need to send it back and let it **.
It must be admitted that SK hynix is indeed a smarter company in the face"Crisis", a series of reactions can be made quickly to minimize losses. Moreover, prejudiced people do not necessarily dare to be with the first person"Tear the face"。
I wonder if you remember why South Korean companies were exempted, and it is rumored that they want to form a "Big Four" alliance with Korean semiconductor companies. However, Korean semiconductor companies have not taken action after the extension of the exemption period. Obviously, this is just rumor.
In fact, the predecessor of the United States gave the United States immunity precisely because it could not afford to paralyze the entire darm** chain. As we all know, in terms of DARM, Samsung and SK hynix occupy the world's largest chip capacity. If they really turn around, a large number of chip companies in the United States will also suffer, and things will get worse.
Moreover, from this point of view, Korean companies do not violate the regulations, after all, EUV lithography technology is not promoted by them in China, but by themselves. If the United States still wants to dominate the world, then in addition to banning EUV lithography machines, it will continue to suppress South Korea's semiconductor industry, which anyone with brains can guess. At least for now, the former United States does not want another competitor, especially in South Korea's leading semiconductor technology.
Although Chinese companies have not yet been able to master EUV lithography, it is a positive sign from the current situation. At the very least, this shows that American technology is not available to South Korean companies"Threats"。What are your thoughts on this matter? Welcome to leave a message, like, share!