asmlAs a company with leading technologyLithography machinemanufacturer, which has an important position in the field of global chip manufacturing. China is the world's largestSemiconductorsOne of the markets, on the high-endLithography machineThe demand is constantly increasing. With the development of technology and the upgrading of industry, China's demand for advanced lithography technology is becoming more and more urgent.
In the first quarter of last year,asmlThe revenue in the Chinese market accounted for only 8%, but by the third quarter, the mainland revenue quickly grew to 46%, becomingasmlLargest market**. It can be seen that China is rightasmlDemand for products is rising. In this case,asmlThe desire for the Chinese market has become even stronger.
However,asmlIt's not like you can ship it if you want to. Back in 2018, the United States began to impose restrictionsasmlWill EUVLithography machineShipments were made to China, and then an agreement was reached with the Netherlands to restrict DUVsLithography machineof shipments. These restrictions make:asmlThe operation has become more complex and difficult.
After entering 2024, the Netherlands has withdrawn some DUVsLithography machineof licenses, which means:asmlOnly relatively backward equipment can be shipped to China. If the United States fully implements against ChinaSemiconductorsLimitations of components, Chinese customers fromasmlHand purchasedLithography machineIt will be right to not be able to get after-sales repair coverageasmlbusiness with a huge adverse impact.
Third, China has stepped up its efforts in independent research and development, which has been further intensifiedasmlCompetitive situation with the Chinese market.
In the face of U.S. restrictions, China has stepped up its independent research and developmentLithography machineIt is hoped that through self-research to reduce the importsLithography machinedependence. asmlKnowing this, they have said that China has a population of 1.4 billion people, and there are a lot of smart people among them, and if they don't share technology with China, they will do it themselves. asmlWorried once China obtainedLithography machinewill not continue to buyasmlproducts. This will make:asmlLose hugelyBusiness opportunities
The views of foreign media on this issue have also become clearer, and some have pointed out that China will continue to strengthen its independenceLithography machineR&D to reduce the need for importsLithography machinedegree of dependence. Driven by U.S. restrictions, China continues to strengthen its independent research and development to ensureSemiconductorsTechnological development of the industry. This also letsasmlFeel even more worried, because once China obtainedLithography machineThe ultimate breakthrough,asmlwill lose a lotBusiness opportunities。The U.S. restrictions will only eventually prompt China to step up its own research and development.
asmlThe reversal of the situation with the Chinese market is not only due to the restrictive measures taken by the US high-level, but also due to the strong demand for advanced lithography technology in the Chinese market and ChinaSemiconductorsThe continuous development and growth of the industry. China is the world's largestSemiconductorsOne of the markets, on the high-endLithography machineThe demand continues to grow, which is:asmlHuge is offeredBusiness opportunities。However, subject to U.S. restrictions,asmlThe development of the Chinese market is not smooth, and it is facing the problem of being independently developedLithography machineRisks replaced. Therefore,asmlIt is necessary to carry out technical cooperation with Chinese enterprises to jointly promote ChinaSemiconductorsThe development of the industry to seize the Chinese marketBusiness opportunities。At the same time, China should continue to strengthen independent research and development and reduce importsLithography machinedependencies to ensureSemiconductorsTechnological development of the industry.