"Japan's chip equipment earns huge profits, and China's chip progress is shocked! "！
Although the United States has banned Japan's export of integrated circuit equipment and raw materials to China, the Japanese integrated circuit equipment industry continues to make a lot of money in the Chinese market. Tokyo Electron said revenue from China accounts for about 47% of its total revenue, and while the company has also expressed concerns about advances in Chinese wafer technology, revenue from the Chinese market has decreased.
Although the United States has tried to convince countries such as Japan and the Netherlands to stop exporting chips to China, they have been exporting chips to China since 2023.
The two largest U.S. IC component companies – Panarin and Clorox – have both said that revenue from China will grow by 50% in the third quarter of 2023, while Panarin's revenue from China has doubled to more than 40% of their respective revenues.
Just when American chipmakers are making a lot of money in the Chinese market, ASML suddenly announced in September 2023 that it had exported 2,000 7nm I process lithography machines to China, and the export of Dutch lithography machines to China increased by 18 times in September, of which ASML's lithography machines occupied a dominant market position.
Japanese wafer manufacturers are not to be outdone, Nikon has said that it has improved the light source and does not use American technology, so it can export lithography machines to China, but Japan's advantage lies in wafer materials, Japan's Tokyo Electron accounts for 60% of the share, it is one of them, Tokyo Electron's exports to China are also growing by leaps and bounds, of course, they don't want American wafer companies to make a lot of money in the Chinese market.
Due to the significant growth in the Chinese market, Tokyo Electron is pleased with the significant improvement in the company's performance. While the company is also concerned about changes in the global semiconductor equipment market, it has plans to hire more employees in China and expects even greater growth this year.
First of all, ASML lost its license to export advanced lithography machines to China because the United States quickly restricted the export of high-end equipment to China after the New Year, but ASML announced some time ago that its 2nm EUV lithography machine received an order of 50 billion yuan, which is enough to make up for the loss of the Chinese market.
On the other hand, China's technological progress in the field of wafer equipment and materials is also changing with each passing day. Many local semiconductor equipment companies in China have said that there will be great development in 2023, which shows that Chinese wafer equipment companies are accelerating import substitution, and Japan's wafer equipment industry is also greatly affected.
There is news that Chinese semiconductor companies have developed 5-nanometer photosensitive materials. Compared to lithography, the development of this material is much easier and does not require much industrial chain cooperation, so China's rapid development in the field of wafer materials will have a huge impact on Japan.
China's development in the field of chips in recent years has attracted the attention of the world, especially in the fields of memory chips, radio frequency chips, etc., which has filled the gap in the field of chips, and with the development of the chip industry, the localization of the chip industry chain is only a matter of time, and relying on foreign chip industry chains is not a simple matter, which has been said by many people that China's chip industry will sooner or later reach the degree of independence and control. Sooner or later, China's chip industry will reach the level of independence and control. degree of control.