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As the chip shortage problem becomes more and more serious and obvious, the international lithography machine giant companies have become more important. The United States has revised chip rules many times, which has given rise to a "reverse mentality" in many foundries. Now it wants to tighten the export of DUV lithography machines to China. ASML recently issued a direct warning, saying that China is indispensable cooperation. Friends, once the sale of DUV lithography machines is banned, the supply chain may suffer changes. At present, China has become an important market for global lithography machine companies. Japanese lithography machine giant Nikon plans to reduce its dependence on American companies and strengthen shipments to China. However, whether Nikon can gain a foothold in China depends on ASML's decision.
We all know that the capital behind most of the world's top companies is the United States. It can be said that American Wall Street tycoons have indeed invested in many of the world's top technology companies, such as , the Netherlands, ASML, TSMC, , Intel, , etc. Affected by the United States, these companies are often unable to cooperate normally with the Chinese market. For example, ASML of the Netherlands cannot sell its "unique skills" EUV lithography machines to China. Another example is TSMC, which cannot cooperate with its second largest "funder" The cooperation between and Huawei has resulted in the two international giants losing a lot of economic benefits. But the good news is that in addition to these companies that are breaking away from cooperation with the Chinese market, there are also international giants that are still paying more attention to the Chinese market.
Nikon is one of the representatives of Japanese high-end technology and a global photolithography giant. Maybe everyone only has the impression of Nikon as a "camera brand", but in fact, Nikon is also a very excellent photolithography machine giant. However, Nikon has not entered the Chinese market and mainly provides lithography machines for Intel. It is understood that more than 50% of Nikon's lithography machines are exported to Intel, and about 80% of its revenue comes from Intel. This is not good news for Nikon. It is equivalent to Intel controlling the lifeblood of Nikon. , as long as Intel refuses to import Nikon lithography machines, Nikon's losses will be fatal. Therefore, to solve this problem, we must expand our export channels.
Although China’s semiconductor chip technology is not as developed as in European and American countries, many companies’ chip design technology has reached the international advanced level. For example, Huawei’s Kirin chip is not lagging behind at all compared with Qualcomm and Apple chips. . Therefore, the supply of lithography machines is even more important for chip technology. For many years, it has been extremely difficult to obtain a lithography machine in China. Only in recent years has ASML opened up its exports to Chinese DUV lithography machines. Today, semiconductor companies are emerging in an endless stream in the Chinese market. For every 20 new semiconductor companies born in the world, 19 are from China.
China's lithography machine market potential is huge. If Japan enters the Chinese market at this time, it will definitely develop smoothly. China has always imported photolithography machines from ASML, and rarely imports photolithography machines from Japan's Nikon. ASML is Nikon's biggest competitor. However, there are two factors that make it easier for Nikon to win the favor of the Chinese market. The first is that the United States over-controls the export of Dutch ASML lithography machines. Once DUV lithography machines are tightened again, Nikon lithography machines can replace ASML lithography machines.
The second is the equipment advantage of Nikon's lithography machine. Although Nikon's lithography machine is very similar to ASML now, in the future Nikon will launch a new packaging lithography machine, which will play an important role in manufacturing 3D stacked chips. In the future, possessing advanced packaging technology is what lithography machine companies should do. At present, domestic lithography machines have been born. In February this year, Shanghai Microelectronics Company has developed a 14nm lithography machine, which will quickly achieve mass production in the days to come.I believe that after having domestic lithography machines, coupled with Japanese lithography machines, the supply pressure of our Chinese lithography machines will be greatly reduced, and the semiconductor chip industry will also develop rapidly.
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