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: ASML "showdown"! DUV lithography machines are making a comeback, and Ni Guangnan are right about !
As we all know, in the field of modern technology, semiconductor chips play a vital role. Almost all the technology products we use in our lives now require the support of chips. Without semiconductor chips, our mobile phones It can't even be turned on, which shows how important chips are; as the most cutting-edge technology development, the United States almost monopolizes the entire say in semiconductor integrated circuit chips, so after the United States revised the chip rules, it also directly disrupted global chips. Balance of market development!
Having a leading lithography machine technology is crucial
Over the years, although our country has always wanted to create our own domestic chip supply chain system, it has suffered from the lack of advanced lithography machines, so it has been The development is stuck; the photolithography machine is a necessary equipment for producing chips, and the quality and yield rate of the chip are determined by the photolithography machine, so having leading photolithography machine technology is undoubtedly crucial!
ASML directly "showed off"!
Today in the field of lithography machines, The Dutch ASML company almost monopolizes the entire lithography machine market. The EUV lithography machines it produces are necessary equipment for the production of chips below the 7nm process, while the DUV lithography machines are used to produce chips above 28nm. Necessary equipment for chips; under the restrictions of the chip rules of the United States, ASML's EUV lithography machines cannot be shipped freely, and only DUV lithography machines can be shipped to the mainland; but now the United States wants to modify the chip rules again , and wanted to include DUV lithography machines within the scope of restrictions, ASML also directly "showed off"!
DUV lithography machine is making a comeback, Ni Guangnan is right!
In the EUV lithography machine, ASML may have used technology from the United States, so it has to abide by the chip rules of the United States. However, in the field of DUV lithography machines, ASML has completely independent technology, so this time ASML will no longer Cover it up, directly show off, and expressed rejection; in DUV lithography machines, ASML’s technology can be said to have nothing to do with the United States. Core technologies such as dual workpiece tables and immersion systems all come from ASML, so ASML naturally also We don’t want to be restricted by the United States, and as a mature lithography machine, DUV lithography machines do not have high barriers in the technical field. If we don’t ship them now, it will only force the mainland market to achieve self-sufficiency!
Today, the Chinese mainland market has already become the world's largest lithography machine market, and ASML's share of the Chinese mainland market has also been getting higher and higher. It can be said that in the mainland market, ASML has made a lot of money. Yes, if we restrict the shipment of DUV lithography machines at this time, it will be equivalent to "cutting off" ASML's financial path, so it is normal for ASML to refuse!
However, for my country’s semiconductor chip industry, now that DUV lithography machines are making a comeback, if we want to avoid being stuck in our development again, we can only make plans in advance. It can be said that Academician Ni Guangnan is right; In the field of core technologies, money cannot buy them. Only by increasing our efforts in independent research and development can we go further in the international market! I don’t know what you think about this?
