"ASML is no longer going to China's leading lithography machines, and even companies such as Samsung are following suit"！
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ASML has the basic technology of EUV lithography and has an absolute monopoly in the market. If a chipmaker wants to produce higher-quality chips, they can only work with ASML.
ASML is a sweet tooth, everyone wants to cooperate with it, Samsung and TSMC have shares, this is a win-win situation. But ASML does not sell lithography machines to China, and companies such as Samsung have given up'。Why is ASML unpopular?
Trust ASML
ASML's lithography technology is an industry leader and is recognized for its product quality and performance. Many well-known chip manufacturers have chosen ASML's lithography machines as their primary equipment, occupying a large market share.
In addition, ASML has established close working relationships with the world's leading semiconductor companies to facilitate the rapid development of the semiconductor industry.
This collaboration gives ASML an absolute advantage in the field of semiconductor equipment. TSMC owns a stake in ASML, while Samsung is the largest shareholder. The collaboration involves not only the stake in Samsung and TSMC, but also the priority of lithography machines**.
ASML is so confident in its customers that it has seen a 30% increase in returns every year, and has even threatened that no one can build the best lithography machine, even if the design is announced. ASML is understandably confident that it doesn't want to be proud of its market dominance.
However, the situation took a turn for the worse, and Samsung began to abandon ASML and empty its stake in ASML. According to South Korea**, last quarter, Samsung Electronics** sold all its ASML shares, and returned 12 trillion won.
In 2012, Samsung Electronics paid 700 billion won to buy a 3% stake in ASML, and over the past decade, Samsung has continued to increase its profitability by increasing its profitability by eight times, up to the fullest.
In addition, TSMC withdrew from ASML's shareholder list last year and significantly reduced its procurement of EUV lithography machines, which could force ASML to change its strategy.
ASML depends.
ASML has released a $2.7 billion EUV lithography machine for the production of 2nm chips. Such an expensive lithography machine would be a boon for TSMC and Samsung, and it would represent a huge competition in the 2nm era. Theoretically, ASML should be back in the spotlight, but that's not the case.
ASML has access to the N-class EUV lithography machine, which means that three companies, Samsung, TSMC, and Intel, can buy it, while other customers can't. This creates a buyer's market, where ASML becomes the keen party to the deal, and the customer can decide for himself rather than trying to please ASML.
Now it seems that ASML can only rely on Chinese mainland. Last year's first.
In the third and fourth quarters, Chinese mainland became ASML's largest single market, contributing nearly half of its revenue. By selling low-end lithography machines alone, ASML has made a lot of money, although no matter how stupid it is, it doesn't even know which side of the team it should stand on.
ASML's next strategy is to increase lithography machines** in Chinese mainland, provide more advanced lithography equipment, and expand cooperation with Chinese customers. If ASML does not sell high-end lithography machines in China, it will have to rely on the Chinese market, and the future is bright.
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