China's semiconductor industry has developed rapidly in the past two years. I believe many people see it. From being backward in the past to being close to the international mainstream now, the global semiconductor industry has also ushered in major changes unseen in a century, and mainland China is the best destination.
In the past, chip used by our domestic companies had to rely heavily on imports from abroad. Although we now have to rely on imports to obtain high-end chips, many fields have achieved self-produced and sold. For example, the IGBT chip of new energy vehicle no longer has to rely on foreign companies.
From the data published by the General Administration of Customs , we can learn that the number of chips imported by in the first 10 months of this year was 458.02 billion, and the number of is still quite scary, but the good news is that has decreased by 13.2% compared with last year.
This data shows that the total number of chips imported by in the first 10 months of this year decreased by more than 60 billion compared with last year. means that our dependence on imports has been effectively alleviated.
On the other hand, the number of exported chips in the first 10 months of this year reached 230.38 billion yuan, and the export amount obtained was 851.15 billion yuan, and the amount increased by 8.1% year-on-year compared with . The unit price of export chips was RMB 3.695 per unit. The data of
shows that the value of domestic chips is constantly increasing. In the past, it was mainly low-end. Now mainland China also has the ability to produce some chips with higher value. I believe that as the strength of the mainland semiconductor industry continues to improve, the situation will be further improved.
It is precisely because of these changes in mainland China that the world's leading lithography machine manufacturer ASML has recognized the reality and has now openly opposed the US's requirement to restrict the export of lithography machines. Dutch clearly stated that it is unwilling to obey anymore and defend its rights and interests.
The Netherlands has such a big reaction because In order to restrict the development of China's semiconductor industry, the United States has prevented the free shipping rights of ASML, a Dutch lithography machine manufacturer. Once cannot sell lithography machines to China, the impact on ASML will be huge.
mentioned earlier that the semiconductor industry in mainland China has risen rapidly. In the first 10 months, the number of imported chips decreased by 60 billion and the number of exported chips exceeded 230 billion, which means that the semiconductor industry in mainland China has already formed a scale.
Next, we will further increase the scale of domestic chips. Other global semiconductor markets will inevitably be affected by the rise in mainland China. If cannot sell lithography machines to mainland China, it will be equivalent to losing one of its most important partners.
You should know that China has now become the third largest market for ASML, with a share of more than 14%. Therefore, ASML will openly oppose US restrictions and sell lithography machines to Chinese companies, and will not be willing to obey US requirements anymore.
Once ASML cannot sell lithography machines to mainland China, it will inevitably force Chinese companies to speed up their efforts to overcome difficulties. In fact, Shanghai Microelectronics has begun to deliver lithography machines that are completely independently developed, which can meet the chip production of processes above 28nm.
ASML naturally sees this clearly. If Chinese companies overcome the problem of advanced lithography machines, then ASML's position in the semiconductor industry will also be reduced. , Canon , Nikon and other companies are all keeping a close eye on the Chinese market, which is full of crises for ASML.
As the above many reasons are superimposed, the Dutch side openly boycotts the United States' restriction of free shipments. In order to better open up the market in mainland China, ASML has also proved through actions.
Previously, ASML established an "ASML China Day" in China, which is set on September 1st of each year. shows its importance to the Chinese market and expresses sincerity to partners. The purpose is to hope that more mainland companies will sign contracts with ASML.
Generally speaking, if ASML really has the ability to face the United States, then China will definitely not lack DUA lithography machines. As for EUV lithography machines, it is likely that they will not be able to sell them to Chinese customers.
shows that although our domestic semiconductor industry is developing upward, we can make some breakthroughs in the short term. However, if we do not independently overcome the alternatives to EUV lithography machines, it may be difficult to gain dominance in the high-end chip market.
Finally, I hope that while Chinese companies achieve results, must not forget to independently overcome core technologies and high-end equipment, because only in this way can we truly no longer be restricted by Europe and the United States. What do you think about ? Comments, likes and shares are welcome.
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