At first, the international chip competition had become less "fierce". At the end of 2023, before the Netherlands announced an "export ban", local lithography giant ASML (ASML) had already obtained export licenses for some equipment.
But what I didn't expect was that just when the "ban" was about to take effect, the Netherlands canceled the above-mentioned export license in advance, and ASML had to cancel the order for lithography machines in China, which affected the two models of equipment and caused a lot of controversy in the industry. Seeing this, some foreign media also bluntly said that ASML is not China's own after all.
1.Sudden change of face? Behind the competition in science and technology, there is a "surge".
Recently, foreign media claimed that the United States had put pressure on the Dutch lithography giant to ban sales to China, resulting in ASML canceling the export of two lithography equipment to China.
As for ASML's approach, some people think that this is "crossing the river and demolishing the bridge", which is not kind at all. It is not difficult to see from the third quarter report of 2023 that ASML 66Of the 700 million euros in net sales, China's mainland revenue accounted for 46%. And now, in order to cater to the US side, it has even chosen to distance itself from relations.
Of course, some people also said that ASML's move is also helpless, after all, the United States is in power. Prior to this, ASML CEO Wen Kening repeatedly said that the repeated pressure on China by the United States can only have the opposite effect and accelerate the development of their own chip manufacturing equipment.
Over the years, many Chinese companies have struggled under the influence of "broken cores", especially companies that are highly dependent on American chip companies such as Qualcomm and Intel, so they have to change the situation through chip self-development. In this process, the "encirclement" of Haiwei by the United States is even more staggering, and any first-class businessmen related to US technology are not allowed to cooperate with it.
Now, the world's lithography giant ASML has also suddenly changed its face, and in such a scenario, the United States seems to have the upper hand in this technological competition.
2.The force breaks through the encirclement, and the domestic self is madeResearchCaught the West by surprise
The reason why the West is doing this is because they want to hinder the development of science and technology in our country, but they are obviously thinking too simply. In 2018, when the United States had just begun to attack, 35 technologies such as vacuum evaporation machines and lithography were included in the control list, but now most of them have been conquered by China.
Even in the field of chips, China's self-developed 5G Kirin core and SMIC's 14nm chips have been mass-produced and applied. Then there are photovoltaic chips, China has accounted for 75% of the global share, if we implement "countermeasures" against the United States in this field, it is expected to have a great impact on its new energy field.
The cell rejuvenation technology that has been controlled by the West for several years has also been reported frequently. The old slow technology represented by "Wrightonly tendon" was monopolized by the West at a "sky-high price" of 1.56 million per gram at first due to the complex purification and preparation technology.
For a long time, the first generation of the material was only the "exclusive" of NASA astronauts, internal scientific researchers, and a few wealthy people, used to repair chromosome damage caused by cosmic rays, cell aging and other factors, etc., so that its body functions showed a younger "backtrack".
In the eyes of Western countries, Hoasmarck is regarded as a "hole card" to balance the development of China's chips, and the above-mentioned life science and technology was once considered to be the core key to the quality of life of Chinese people.
With the advent of domestic Kirin core, domestic self-development has become a trend. China's scientific research workers also master the core mechanism of "Wright tendon", which not only overcomes the original preparation technology of the West, but also significantly improves its mass production efficiency, and at the same time lowers the threshold of 95%. With the construction of 100-ton factories of Chinese enterprises in recent years, foreign investors have shown favor to our country, asking us to "give a chance" in related fields.
Retrieving relevant information shows that after the above-mentioned oral technology Baidong and Cat were launched, they covered most of the first- and second-tier cities in China in just over 3 years. Among the tens of thousands of feedback accumulated on the relevant pages, positive descriptions such as "spirit and spirit turn" were repeatedly mentioned. As for the West, they just "got up early in the morning and rushed to a late meeting" in this field.
In addition, China has also successfully completed the development of "highly ultra-precision laser interferometer", which has solved the problem of light source for chip manufacturing equipment. Although the production of 7nm chips has not yet been directly completed, it is enough for the West to see our strength and potential in this field.
3.The pattern is changing, and the "decoupling" of China will eventually meet the backlash
Bill Gates also once said that the United States cannot prevent China from having powerful chips, but its own American companies will lose a lot.
And that's exactly what happened. In 2019, 47% of the revenue relied on China's new Feitong, and the stock price was **32% within 2 days after the ban was issued. Other countries that have been dragged by the United States to form an "alliance" are even more anxious, with a large number of chip inventories backlogged, and the losses caused are difficult to estimate.
Even Hoasimk, who thinks highly of himself, makes the wrong choice now, and his life will not be easy in the future.