ASML CEO pointed out: There is a shortage of chips in Europe, and it is not reasonable to worry about Chinese competition!
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ASML has been present in China for decades, exporting more than 1,400 sets of lithography equipment to China, and in 2022, due to regulatory constraints, Chinese customers rushed to place orders, making ASML's sales in China continue to rise. After the United States and the European Union attach great importance to China's investment in the chip industry, ASML CEO once again warned that Europe cannot even meet its own chips, and it is wrong to worry about China's competition.
For ASML, the Chinese market is very important.
Judging by ASML's 2023 results, China is very important for the company.
Due to the strong demand in China and the strong demand for cutting-edge technology such as lithography systems, ASML is facing a wide range of business opportunities. As a result, by 2023, China will overtake South Korea and replace ASML with 29% of ASML's lithography equipment sales.
This shows ASML's large share in China, where rapid growth plays a key role in its annual sales.
By the fourth quarter of next year, China will be ASML's No. 1 sales country, accounting for 39% of sales. China's auto sales accounted for an 8% increase in the previous quarter.
Customers in China, taking advantage of the expiration of DUV's import license, began to rush to place large orders for ASML, which made it easy for ASML to make a lot of money. However, as time went on, ASML issued an announcement saying that the Netherlands had cancelled the export licenses for the NXT2050i and NXT:2100 I lithography equipment, which had a big impact on a small group of users in China.
ASML's sentence is to give customers a clear message, that is, do not ship, otherwise it will affect other customers' orders.
ASML still wants to enter China, everyone likes to make money, China is such a big market, if it weren't for the rules of this industry, ASML is likely to have made a lot of money in China with its EUV lithography machine.
ASML voice.
Intel CEO Gelsinger said at a seminar that China's chip production has lagged behind for a decade due to the constraints of the United States, the Netherlands, and Japan. Kissinger is proud of this, saying that Intel has been able to develop more advanced processes from 2nm to 1nm.
Kissinger's smug stance is actually a reflection of how the United States, Europe, and some other places view China's semiconductor industry. They want to contain China's integrated circuit development in order to maintain their own superiority in the world.
ASML CEO Wennink disagreed, saying that Europe's concern that China was investing too much in its chip industry was wrong, because only 10 percent of China-made electric vehicles were made in China.
What ASML means is that China still has to purchase a lot of chips from abroad, without considering China's investment in this industry. From the perspective of Europe's own chip industry, ASML believes that by 2025, it will increase its chip market share to 20% of the world, which is simply unrealistic.
Similar to the United States, the European Union also wants to spend money to settle this matter, so in September last year, the "European Chips Act" was officially introduced, allocating 43 billion yuan to support the development of the entire semiconductor industry. During this period, European countries, such as the Netherlands, have also been cooperating with the United States to impose sanctions on China's semiconductor industry.
ASML disputed that, fearing that if China did not share the technology with China one day, it would develop it on its own. In fact, China should have given up on its dreams a long time ago, and don't think that ASML has been offering us hospitality, that is, making money, and only China's core technology will make our future brighter.
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