I believe everyone knows that in the past, the incident that ASML failed to deliver the EUV lithography machine ordered by SMIC has also caused great concern among domestic netizens. Among them, some netizens directly thought: "ASML It is estimated that the lithography machine has suffered a "embargo" from the United States, resulting in SMIC being unable to receive the goods normally. "Is it true from the current Reuters report? According to informed sources, the US government does prevent Asmer SMIC's behavior in selling lithography machines is also largely due to the current US "ban on sales" regulations. Among the high-tech products sold by countries around the world (including the United States) to China, More than 25%, then the U.S. has the right to block the transaction, but in fact for the EUV lithography machine sold by ASML, the U.S.-made parts and components used by it do not reach the 25% technical threshold. It is also impossible to directly prevent the sale. In this regard, it is also directly putting pressure on Asmer to prevent this lithography machine order from ASML and SMIC. transaction;
Recently, according to relevant domestic media reports: "ASML officials have formally stated that whether or not they have issued an extreme ultraviolet lithography machine (EUV) sales license or whether they will be subject to the" embargo ", ASML will continue to look for partnerships with Chinese companies. Opportunities for cooperation will continue to supply ASML high-end lithography machines to Chinese companies. "This means that ASML will directly ignore the unreasonable demands of the United States, and at the same time, it can be assured for domestic chip manufacturers, especially for SMIC. In other words, after getting the official statement from ASML, there is no need to worry about the subsequent delivery of ASML high-end EUV lithography machines, which will greatly help SMIC to improve its chip manufacturing technology.
In fact, whether for ASML or for Chinese chip manufacturers, being able to continue cooperation is undoubtedly a "win-win" situation. According to relevant statistics, ASML currently accounts for 20% of China's revenue , Becoming the second largest market in the world after South Korea (35%), but because China is still growing at a high speed in the field of chip technology, China also hopes to directly replace South Korea and become ASML's largest market in the world, but This is based on the fact that ASML can continue to cooperate with Chinese chip companies, because currently SMIC can only produce chips with a 14nm process, and for more high-end 10nm, 7nm, 6nm, and 5nm chip processes, it is also necessary to purchase more from ASML. Only high-end lithography machines are capable of manufacturing these high-end chips. Of course, if SMIC can make further breakthroughs, it means that Huawei, which is in a "supply crisis", will also be at 7nm, 6nm, or 5nm chips. The manufacturing sector is more backed and guaranteed.
Of course, we also have our own domestic lithography machine, but because the overall chip process is very backward, it is still in the 90nm chip process manufacturing stage. It can be said that it takes at least 10 years for TSMC in the lithography machine, so for Chinese chips For manufacturing companies, ASML is undoubtedly also very important. Only ASML lithography machines are capable of high-end chip manufacturing and production. As ASML's EUV lithography machines are the most advanced chip manufacturing equipment today, they are the only equipment capable of producing processes below 7nm. At the same time, it is also in a global "monopoly" position, because only ASML company in the world can produce EUV lithography machines. Of course, for the huge lithography machine demand in the Chinese market, it is undoubtedly also very important for ASML, a high-end lithography machine manufacturing company. .
Written at the end: According to the overall planning of the domestic chip industry, it is expected that in the next five years, the self-sufficiency rate of domestic chips will further increase to 70%, which means that domestic chip design, chip manufacturing, packaging and testing companies will all With the explosive development, the most important part of the chip, manufacturing, is also inseparable from the support of ASML high-end lithography machines. Of course, after the huge order demand in China, ASML is undoubtedly unwilling to refuse. Chinese chip companies will undoubtedly make their own money when they buy lithography machines. What do you think, friends? Of course, for the development of the domestic chip industry, relying on others is not a long-term solution. Therefore, domestic lithography machines must also work hard, so that the entire industrial chain of domestic chips can be perfectly transformed, and there is a risk of being stuck. What are your views and opinions on ASML's continued sales of lithography machines to Chinese companies? Welcome to leave a message in the comments area and look forward to your wonderful comments! Back to Sohu, see more