Regarding the lithography machine field, in fact, domestic companies are more inclined to choose ASML, because ASML has greater advantages in terms of production capacity and technology. Against this background, ASML's recent bid for three photolithography machines from a Chinese company was still questioned.
Mainly because of the three lithography machines purchased by this Chinese company, our domestic Shanghai Microelectronics has also made breakthroughs, but this Chinese company still chose to give up the choice of domestic lithography machines and chose ASML. This is certainly questionable. But personally, I think this is completely reasonable. Selective admission of is a "prerequisite". Secondly, Shanghai Microelectronics' main shipping equipment is actually concentrated on advanced packaging and LED lithography machines. Therefore, it is not unreasonable for a Chinese company to choose ASML.
But at the beginning, some people in the industry analyzed it this way. Even if domestically produced products could be used, they still chose ASML, which might lead to a "stuck" situation. Admittedly, this makes sense, but I didn't expect this day to come so quickly. Just recently, relevant media revealed that the United States is currently promoting , , and the Netherlands prohibits ASML from selling relatively old DUV lithography machines to the Chinese market. Not only that, but we also want Japan's Nikon to agree with this in the field of ArFi lithography machines. Theoretically, once this plan succeeds, it will be extremely difficult for our domestic chip companies to obtain DUV lithography machines. In this regard, foreign media also said that the consequences of abandoning domestic photolithography machines have emerged. This is indeed the case. Nowadays, everything points to the situation that even the lithography machines of mature semiconductor process equipment will be stuck. Once the plan is officially implemented, we will face the phenomenon of being stuck in this area. If earlier they were willing to give domestic lithography machines too many opportunities to bring them closer to the next level in terms of production capacity and technology, then now we can find DUV lithography machines that can completely replace ASML. Engraving machine equipment and production capacity. But the reality is cruel. When Lao America was promoting the plan, although we had made technological breakthroughs, we were still far short of sufficient production capacity. Although this can be quickly made up for later, it will always take some time. At least for now, there is still a dilemma. In addition, I personally feel that there may be another consequence, that is, the funds previously delivered for the purchase of photolithography machines may be wasted. Speaking of this, everyone should know that there is a precedent. The EUV lithography machines purchased before have not yet arrived. and during the previous ban phase, DUV lithography machines were not available. Our country only obtained the equipment because after the ban was lifted, it re-signed an extended agreement with ASML to get the previously purchased lithography machines. Therefore, we have to worry that if the formal delivery of the lithography machines has not been completed, the funds paid by the Chinese companies for these three lithography machine orders are likely to be in vain. Who will we go to to reason with then? But in fact, if there was no choice at the beginning, we wouldn't need to worry like this. It can be seen from this that we should still give more markets and opportunities to domestic photolithography machines. In many cases, order data and prospects are linked. As long as they have enough market and revenue, they will have funds to promote more advanced research and development, which will form a more benign situation and reduce the possibility of being stuck. . What do you think about this? Welcome to leave comments, likes and shares!
