"ASML refused to give China's first lithography machine, and Samsung and others followed suit and withdrew"！
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ASML has the core technology of EUV lithography and has a 100% monopoly on the market. Chipmakers who want to produce high-end chips have to outsource to ASML.
In the past, ASML was fragrant, all parties rushed in, ASML cooperated, and Samsung and TSMC needed to hold shares in ASML to achieve common interests. However, ASML does not currently sell lithography machines to China, and Samsung and others have abandoned it. Why is ASML unpopular?
Confidence in ASML.
ASML's lithography technology is an industry leader and its products are consistently recognized for their quality and performance. Many well-known chip manufacturers use ASML's lithography equipment as their primary equipment, and ASML enjoys a high market share.
In addition, ASML maintains close relationships with the world's leading semiconductor companies to advance the semiconductor industry.
This partnership model strengthens ASML's market position as a leading player in semiconductor manufacturing equipment. Samsung and TSMC own shares in ASML and are the company's major shareholders. This partnership allows Samsung and TSMC to benefit from the market value of their shares and receive priority rights to lithography equipment**.
ASML is confident in its pursuit of customers, with its annual financial figures growing by nearly 30 percent, but at the same time it is responsible for its assertiveness that no one can make top-of-the-line lithography equipment, even with publicly available drawings. Because when you're in control of the market, you can't help but be complacent.
However, the situation has changed: Samsung has begun to spin off ASML, **its stake in ASML. Samsung Electronics sold its entire stake in ASML last quarter and received a 1A return of 2 trillion won (about 6.5 billion yuan).
In 2012, Samsung Electronics spent 700 billion won to acquire a 3% stake in ASML. For more than a decade, Samsung has been taking a stake in ASML, achieving an eightfold return on investment.
In addition, TSMC has disappeared from ASML's list of shareholders and significantly reduced its purchases of EUV lithography machines last year.
ASML support.
ASML launched NA EUV lithography equipment to produce 2-nanometer chips at a cost of 2.7 billion yuan. It stands to reason that ASML should be a sweet spot again, but it backfired.
Due to the limited level of NA EUV lithography machines, ASML can only deal with a small number of customers, only Samsung, TSMC and Intel can buy and use, and other customers are not used to buying and appraising. This creates a buyer's market that is eager to deal with ASML, and customers can take the initiative to choose without having to look at ASML's face.
Today, ASML seems to be able to rely only on the Chinese mainland market, Chinese mainland which was once ASML's largest market, accounting for almost half of ASML's sales, in the third and fourth quarters of last year alone. Only the sale of low-end lithography machines can bring huge revenues to ASML, and ASML, which is no longer enlightened, does not know who to rely on.
ASML's future strategy is to increase lithography machine shipments to Chinese mainland, provide relatively advanced lithography equipment within export restrictions, and expand partnerships with Chinese customers ASML's high-end lithography machines for China are the best choice. The company's high-end lithography machines.
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