"ASML canceled the export of 7nm lithography machines, and netizens responded indifferently"！
Some time ago it was reported that the Netherlands decided to revoke the export license of some of ASML's products to China due to concerns that ASML's chip manufacturing facilities were being used for military purposes, but this was not the case.
ASML's products can be divided into EUV lithography machines, ARFI lithography machines (immersion lithography machines), ARF dry lithography machines (dry lithography machines), and KRF lithography machines after transfer.
An EUV** machine designed for chips of 7nm and below was not sold to China. In addition, from January 1, 2024, high-end models of ARF immersion** systems for 45-7nm will no longer be available in the Chinese market. This means that immersive** systems from the NXT:2000i and later will no longer be exported, and will only be sold in low-end models such as the NXT:1970i and NXT:1980i.
The revocation of the export license for a series of lithography equipment naturally included the NXT:1970i and NXT:1980i, which were also ARF medium-sized models, immersion lithography equipment, which could be used to manufacture 7nm chips.
Of course, not all Chinese factories are unable to buy these 7nm lithography machines. According to the Dutch company, only a handful of Chinese factories were unable to obtain a license for the NXT:1970i and NXT:1980i immersion systems.
Those in the United States"List of targets"The people on it are definitely not for sale.
However, some netizens responded that they had bought a large sum last year, and it would be enough for the next few years.
ASML announced last year that by January 1, 2024, all lithography equipment, with the exception of EUVs, whether high-end or low-end, can be sold in the Chinese market and can be purchased by anyone, without any restrictions on customers.
For example, Chinese ** companies began to actively purchase lithography machines from ASML last year. Chinese mainland accounted for almost one-third of sales, increasing from 14% in 2022 to 29% in 2023.
It is estimated that ASML's total annual revenue in 2023 will be about 30 billion yuan, accounting for 29% of 9 billion yuan, equivalent to more than 60 billion yuan, more than three times that of 2022, and shipments are expected to exceed 200 units.
ASML also said it will deliver orders for lithography machines in Chinese mainland in 2023, and after all deliveries, after all the restrictions that are likely to be introduced in the coming years, before the ban is fully implemented, both sides are clearly eager for more deals.
In this case, it can be considered that ordering more than 60 billion yuan to meet the demand in the coming years is not a big problem.
ASML has now announced the revocation of some lithography licenses. The impact is not very large. Our products are stocked enough for years to come.
A few years from now? Perhaps, EUV lithography will develop independently.