I thought that after the United States modified the chip rules, the lithography machine giant ASML will not be able to do business in the mainland Chinese market. After all, ASML's lithography machine needs to be composed of 100,000 parts, and most of the core technologies also need to rely on American manufacturers.
However, this is just an EUV lithography machine. Because on mid-to-low-end lithography equipment, ASML can completely bypass American technology for production, , so after facing the US "modification of the rules", ASML has also publicly stated many times: It does not agree with excessive blockade and suppression, which will only cause losses to the global supply chain.
Just recently, Bloomberg said that ASML assured investors that although the United States restricts China from obtaining cutting-edge semiconductor technology, it is "quite limited" for ASML.
How to understand this? To put it bluntly, although the United States has blocked and suppressed China's chip semiconductor field and the entire chip semiconductor supply chain has suffered heavy losses, ASML has little impact. Because it originally had little contact with high-end EUV lithography machines in its cooperation with China, it is basically in the mid- and low-end market.
On the contrary, after the introduction of the US rules, it caused the entire global chip semiconductor industry to lose more than US$550 billion. This is also why Qualcomm , TSMC, and Intel successively appealed to the United States, demanding that free shipment be resumed.
The reason why ASML publicly stated today that the restrictions in the United States have no impact on its revenue. On the one hand, as a European company, ASML uses many of the equipment and technologies independently developed, and rarely uses useless parts. Only some cutting-edge equipment uses American technology.
Secondly, ASML does not want to lose China, the world's largest consumer market. After all, it is a small matter when it loses. It is a big thing to watch China go from nothing to something, and from behind to catching up.
Previous engines, shield machine , subsea sinking tube technology... are all good examples. Dutch is deeply aware of China's development potential and strength.
So although American officials continue to lobby ASML to ban the sale of old deep ultraviolet lithography machines to China, ASML is still unmoved. After all, who is not ASML still sees it very clearly. Without having to, it obviously will not throw away its own job.
In addition, ASML has also begun to take root in the Chinese market.
You will find that in today's hot chip manufacturing market, ASML's profits are full. ASML has set a new high in orders and cannot even guarantee delivery time.
But despite this, ASML delivered 23 lithography machines to China in the first quarter of this year. At the same time, in the second quarter, ASML still actively participated in the lithography machine bidding of Chinese companies and even received multiple orders from Jita Semiconductor.
At the same time, ASML is constantly "recruiting troops" in the Chinese market, and has established 15 offices, 11 warehousing and logistics centers and 3 R&D centers in China. At the same time, it issues "olive branches" in major universities every year, trying to attract more cutting-edge talents in the Chinese market. It is understood that ASML has recruited more than 1,500 employees in the Chinese market, basically all of whom work in the Chinese market.
In fact, ASML is very clear. The United States has repeatedly modified the "chip rules" and does not consider the interests of foreign suppliers at all. It only cares about the "rights" in its own hands. To put it bluntly, the United States has become crazy and even its own companies have to "block". Qualcomm is the best example.
Qualcomm was in full swing in the Chinese market at the time, and he could earn patent fees by lying down. But today, more and more manufacturers choose the chips of Taiwanese company MediaTek , and even has begun to embark on the road of independent research and development, reducing their dependence on American manufacturers. The best proof is that the chip self-sufficiency rate of 70% was released by by the Chinese Academy of Sciences before 2025 to the reduction of my country's chip imports by more than 50 billion in the first half of this year.
But the question is also here. Can ASML publicly "showdown" with the United States, and can it win the Chinese market?
You should know that since Huawei "has happened", all domestic manufacturers have begun to understand the importance of core technologies and have embarked on the road of independent research and development to reduce their dependence on foreign manufacturers. At the same time, the Chinese Academy of Sciences has also begun to join hands with domestic giant companies to form China's own chip rules. Huawei, , Xiaomi, and other manufacturers are also constantly investing in domestic manufacturers in order to build a 100% domestic supply chain as soon as possible.
Some time ago, Shanghai officially announced that it has made major breakthroughs in the field of chip semiconductors, from lithography machines to etching machines and and chip process processes.
To put it bluntly, the "fig leaf" of the United States today is still torn off by Huawei, making everyone understand that "technology has no borders" is a cover, and the era of "it is better to buy than to make, and it is better to rent than to buy" is gone forever.
Today, even ASML is unwilling to follow the United States, clearly showing the importance of the Chinese market.
After all, anyone knows that China's rise has become an indisputable fact, and blockade and suppression cannot stop China from moving forward, especially in today's era of globalization, only cooperation can win-win results.
However, the United States is still operating with the thinking of " zero-sum game " and is still engaged in "technology confrontation". Then the only one who suffers in the end will be the American manufacturers.
As the teacher said back then: Block it, block it for another ten or eight years, and we will have everything!
I firmly believe that as long as domestic products increase their efforts to invest in independent research and development and innovation, Chinese consumers will support domestic products more and will definitely be able to break the difficulties in the near future. As the saying goes, hardships and hardships cast Noah’s Ark, and the huge waves show their true nature!
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