In the industrial chain of global chip R&D and manufacturingEUV lithography machineThe criticality cannot be ignored. asmlThe company is currently the only one that can produceEUV lithography machinehas an absolute market monopoly position. However, in recent years due to the strengthening of the restrictive policy of the United States,asmlThe monopoly position of Japanese companies began to be challengedCanonAnnouncing that it will launch a lower-cost nanoimprint lithography technology, the intention is to challengeasmlIn the mid-to-high endLithography machineMarket dominance.
CanonWith 15 years of hard work, remarkable scientific research results have been achieved. They have successfully developed nanoimprint technology, which has now achieved a semiconductor node width of 5nm, and plans to continue to overcome the challenges of the 2nm process in the future. withasmlofEUV lithography machinecomparatively,Nanoimprint lithography machineWith lower procurement costs, it is more attractive for manufacturers who manufacture high-end chips. asmlofEUV lithography machineThe cost of more than $100 million has made it affordable for only a few companies, further exacerbating the monopoly of the market. CanonNanoimprint lithography promises to change this landscape.
However,asmlAnd don't back down easily. Due to the all-round suppression by the United States,asmlIt has been well protected. AlthoughCanonThere is not much of a problem in terms of technology, but there is a gap in the differentiation of the customer base. After the implementation of the tripartite agreement between the United States, Japan and the Netherlands, Japan announced 23 core making equipment, which was directly cut offChinese enterprisescustomer base. CanonTrying to use the Chinese market as a breakthrough, but facing great difficulties. However, it is not without opportunities. Due toasmlAt the high endDUV lithography machineShipments have also been restricted, and the two sides are almost on the same starting line. Whoever can solve the shipping problem will be able to win. ForCanonIt is also necessary to further confirm the feasibility of its own technology. Although its equipment is purchased ** thanEUV lithography machineThat's more than half the price, but it's still a lot of money. The solution to this problem is:CanonChallenges to be faced.
withGlobalizationThe system of cooperation has collapsed, and various countries are looking for ways to get rid of their dependence on American technology. EUV lithography machineAs the most advanced chip manufacturing equipment, it has naturally become the target of public criticism. Currently,asmlLess than 10% of the technology autonomy can be achieved under the ** chain in more than 20 countries, and its core light source technology comes from the United States. This leads to:asmllost the right to operate autonomously, but with the help of the United StatesTechnologyhegemony, which laid the foundation of the market for the enterprise. However, the situation is changing.
For the Chinese market, it is imperative to accelerate the research and development of independent technologies. Relying on yourself is the most reliableChinese enterprisesBreakthroughs have been made in core technologies, and now we need to make more efforts to achieve themLithography machineautonomy. As long as 28nm can be achievedLithography machineThe use of advanced technology can meet the chip needs of the current market. The rise of the Chinese market will further change the pattern of the global chip market.
LookCanonRightASML lithography machineThe challenge, I think it isTechnologyThe inevitable result of development. withGlobalizationWith the collapse of the cooperative system, countries are looking for ways to achieve technological autonomy. CanonAs a Japanese company, we have the direction to rely on our accumulated experience and technological capabilitiesASML lithography machineThe ability to take on challenges. Although in terms of customer base and shipping issues,CanonThere have been some difficulties, but remarkable achievements have been made in technology.
For the Chinese market, it is essential to accelerate the research and development of independent technologies. China has already made breakthroughs in core technologies, and now it needs to step up efforts to achieve themLithography machineautonomy. Only by truly realizing independent R&D and manufacturing can we get rid of dependence on foreign technology and ensure our own development interests.
Personally, I'm very bullishCanonAnd Chinese companies are inLithography machinedevelopment of the field. With technological breakthroughs and growing market demand, they are expected to break downasmlThe monopoly of the market drives the worldLithography machineThe development of the industry. Whether it is a challenge or an opportunity, entrepreneurs and scientists need to work together to promoteTechnologyprogress and make greater contributions to the development of mankind.