In recent years, due to the restrictions of the United States, many companies have begun to interrupt their cooperation with domestic companies. Many people may also be curious why an American, who cannot even meet the local chip production capacity, has such a say in semiconductor . In addition to tracing the origin of semiconductors, it is its technological strength and comprehensive capabilities. Among them, includes the well-known TSMC and ASML. Although both are unique companies, they must still be respected in the face of restrictions.
However, in the recent past, the United States seems to be a little loose, and some companies can even supply the goods for one year. However, some careful netizens found that the contents of the goods are all very ordinary facilities, and they have not solved the fundamental problem. After all, in the minds of many people, it would be great if Dutch can send lithography machine over. Of course, we also know that some technologies in the Netherlands are also limited by the United States. However, recently, news came from the Netherlands, and even said that the US technology accounts for a very small proportion. It seems that this is going to be supplied!
lithography machine continues to be supplied, what problems are exposed?
Just this Wednesday, the Netherlands announced revenue and profits, and the problems that broke out were shocking enough.
For example, it mentioned that ASML's sales in the third quarter of this year were 5.8 billion euros. Among the sales volume of lithography machines, only 12 EUV devices that everyone knows were sold, while and 74 DUV machines were sold, which is 6 times more. It can be seen how popular DUV machines are, or how marketable.
Here I will explain why DUV machines have such a market. This is mainly because the chips needed for 5G base station , new energy vehicles or other mainstream markets are mostly above the 28nm or even more "older" chip processes. EUV equipment is used to make 7nm or 5nm chips. basically has a high demand for mobile phones, but the mobile phone industry is now in a relatively unrest, so this is also the reason why DUV machines are sold more.
Perhaps for this reason, there is another big news, that is, ASML stated that it may continue to sell lithography machines to Chinese companies.
ASML said that although the US has various restrictions, its company has not lowered its estimates for domestic exports.
The main reason is that ASML believes that at present, the proportion of US technology used in DUV tools is very small, and there is no excessive use of parts produced or designed in the United States. is a company that can be exported to domestic companies according to the previous rules. Roger Dasen said that such devices can be shipped to domestic companies such as SMIC , Huahong and Yangtze Memory .
As soon as this was said, some netizens were excited, thinking that even DUV tools were "timely help" in the current situation. After all, many companies are now entering the semiconductor field, but there are more design companies than manufacturing companies, so the equipment is naturally not enough. If the Netherlands can continue to transport DUV tools, it will play a role in helping.
When asked about EUV lithography machines, ASML said that after many evaluations, they still couldn't ship them. The main reason is that in EUV lithography machines, they used Cymer light sources produced and designed by the United States, which cannot be avoided.
Although the United States has indirect restrictions on lithography machines, the Netherlands believes that DUV lithography machines are not subject to too many restrictions and still think of ways to ship them. After all, for such a large market, no company is willing to let go.
Of course, we are even more looking forward to the development of our own devices when stabilizing basic development. After all, no one knows which surprise or surprise comes first. Only relying on oneself is the most reliable.
