There are many reasons why ASML is so difficult to surpass.
First of all, it brings together the world's most cutting-edge lithography technology, which not only represents the forefront of current technology, but also its core competitiveness of continuous leadership. The monopoly of this technology makes it difficult for other companies to get involved and challenge their market position. At the beginning of its establishment, ASML crossed the boundaries of national boundaries and gathered the technical elites of various countries, and this open innovation model enabled it to stand on a global level to carry out technological research and development and innovation.
However, with the intensification of scientific and technological competition, especially the increasing demand for lithography machines in cutting-edge industries such as chips and semiconductors, high-end lithography machines have become the focus of competition among countries. With its strong technical strength and market position, ASML has strictly controlled these key technologies, making it difficult for other companies to get involved. This situation not only limits the development space of other enterprises, but also makes ASML form a dominant situation in the global lithography machine market.
Faced with such a situation, many businesses feel daunted. They know that in order to make a breakthrough in the field of lithography machines, they not only need to have strong technical strength, but also need to break the technological monopoly of ASML and other enterprises. It's a daunting task, but it's also a challenge worth taking. Because only by breaking this monopoly can we promote the progress and development of the entire industry.
Can there be a Chinese version of "ASML"?
Many people are skeptical about this, so the lithography machine industry chain is also called a scumbag by most people.
But I think if you look at it from any perspective, just like Maozi, the future achievements are infinite, it depends on whether it is investment or speculation.
Suffering will only make us stronger, in fact, for lithography machines, China has been actively deploying research and development.
Recently, China's super-resolution lithography equipment project has passed the acceptance! This is the world's first ultraviolet super-resolution lithography machine with the highest resolution, 365nm wavelength can produce new products with 22nm process, and the use of multiple ** and other methods can complete the production of chips below 10nm.
This also ushered in a new vitality for China's semiconductors, and many small compositions have also begun to evaluate China's lithography machines.
Logic feels that the Chinese version of "ASML" is a road that must be taken in the future, or even surpassed. Because the high-end industry is inseparable from high-end chips, in such an important field, it is impossible for my country to let it go, just like the birth of two bombs and one satellite was also completed under difficult conditions, not to mention the current environment.
Brother Logic also selected several low-level companies from the concept of lithography machines, especially the last one. Time will prove Brother Logic's judgment, let's take a look.
1. Jinghua Laser
Its holding company is a company focusing on the research and development of microstructured optics technology and the manufacture and maintenance of related equipment, and has strong R&D strength in the field of microstructured optics.
2. Zhangjiang Hi-Tech
Through its subsidiary, it has invested in a number of high-quality integrated circuit companies represented by Shanghai Microelectronics Equipment and Huaqin Communication, and completed a major breakthrough in the domestic lithography machine of "China Chip".
3. Fujing Technology
The world's largest manufacturer of LBO and BBO nonlinear optical crystals, indirectly supplying laser light source crystals for lithography machines of ASML in the Netherlands.
4. Fullert
China's earliest company to realize the mass production service of semiconductor PVD cleaning process, has developed and mass-produced semiconductor 14nm process cleaning process, and the reserve of semiconductor 7nm parts cleaning process has been relatively mature.
The fifth one is the most optimistic, and the logic of optimism is as follows
In the field of science and technology in China, there is a company that has attracted much attention, which is regarded as a bright pearl in the field of lithography machine in China, and even has the potential to become the next "Kelai Electromechanical". With its excellent technology and innovation strength, this company has provided vital EFU and ULPA products for China's first 28nm lithography equipment, and has made important contributions to breaking through the bottleneck problem in China's lithography machine industry. On the international stage, the company's related technology is also in a leading position, demonstrating the strong strength of Made in China.
From a market capitalization perspective, the company has a total market capitalization of less than $5 billion, but it has performed well in terms of performance, far ahead of companies in its field. With the continuous recognition of the market, funds have poured in, and nearly 600 million yuan have been raised at the bottom, showing the market's strong confidence in this company.
From a technical point of view, the company's stock price shows a trend of one yang wearing more even, and the chips are concentrated, ushering in a strong golden cross on the monthly line. There are various signs that a new round of main rise is about to begin, and investors are optimistic about its future development prospects.
The company's outstanding contribution in the field of lithography machines, excellent performance and positive signals from the technical side have made it a hot target in the market. In the future, with the continuous expansion of the lithography machine market and the continuous advancement of technology, this company is expected to continue to maintain its leading position and bring rich returns to investors.
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