Just like the Netherlands, it has made a lot of money with ASML, but now the situation has changed. TSMC has been frequently reduced by US companies, and EUV lithography machines have become a "burden" for TSMC. Can ASML still guarantee revenue?

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In the past, whose heavy industry was more developed, it means that the country is strong. But now, when the heavy industry strength of all countries has improved, scientific and technological strength has become the standard for measuring a country's strong strength. The reason why the United States has strong technological strength is that they have many powerful technology companies. With these companies, the United States can gain countless wealth in one year. Just like , the Netherlands has made a lot of money with ASML, but now the situation has changed. TSMC has been frequently reduced by US companies, and EUV lithography machines have become a "burden" of TSMC. Can ASML still guarantee revenue?

TSMC is the world's largest chip foundry. In terms of the foundry industry only, even South Korea's Samsung is under TSMC. Over the years, with its strong foundry strength, TSMC has received chip orders from all over the world, such as Huawei 's Kirin chip , Qualcomm 's Snapdragon chip, Nvidia and Intel chips. The reason why TSMC can firmly hold the throne of the world's largest chip foundry is because TSMC has 80 EUV lithography machines and has great production capacity for high-end chips. The companies mentioned above are all top semiconductor companies in the world. The chips they need are high-end chips, so only TSMC's production capacity can meet their requirements.

However, some time ago, the global chip shortage problem occurred. For a time, all chip demand was concentrated on the 28nm and 14nm process technology . The global demand for 7nm and 5nm high-end chips plummeted. When no customers around the world buy high-end chips, this led to a sharp drop in sales of American companies such as Nvidia and Intel. At this point, they no longer send out OEM orders to TSMC, and even frequently cut orders based on the original orders. Then TSMC's EUV lithography machine has become a decoration. However, an EUV lithography machine can consume 30,000 kWh a day to run. Taiwan's current industrial electricity consumption is about 0.55 yuan, which costs 16,500 yuan a day. So what about 80 EUV lithography machines? You can spend more than 1 million yuan in electricity bills in a day.

Now, TSMC has suffered frequent order cuts from US companies, and their profits have plummeted, so they have to shut down several EUV lithography machines to reduce their losses by reducing costs. At this time, EUV lithography machines became a "burden". So will this series of reactions affect the income of Dutch ASML in the end? The answer is of course yes. An EUV lithography machine is priced at US$120 million, which is RMB 860 million. It can be said that EUV lithography machine is the biggest source of income for ASML in the Netherlands. Now even TSMC has to turn off EUV lithography machine to reduce losses. ASML's EUV lithography machine will definitely not be sold.

originally, ASML's sales prospects this year were very bright because they were finally able to export DUV lithography machines to China, so before they could finish their happiness, TSMC decided to give them a cold shower. Data shows that ASML's sales this year will reach 21 billion euros , which is even 1.4 billion less than last year. However, based on the current situation of TSMC, the actual revenue may be lower than expected.

There is a lot of good news for us in China. Since we have strengthened our investment in the field of chip semiconductors, this global chip shortage has brought great opportunities to our Chinese companies. Most of TSMC's production capacity is concentrated in the field of high-end chips, and now is the moment when demand for mid- and low-end chips surges internationally. However, SMIC became famous in this battle and received countless international orders. In order to expand chip production capacity, it also invested more than 170 billion yuan to build a factory. Compared with Western companies, our Chinese companies' choice this time is very correct.