Some time ago, there were media rumors that in addition to EUV lithography machines, the United States also wanted to put pressure on Dutch Hong Kong , to stun ASMLD lithography machines and sell them to mainland China.
However, as soon as this news came out, many self-media wrote articles saying, "How is this possible? Mainland China is already ASML's biggest customer, and ASML cannot do without mainland China, so it is impossible for ASML to agree to the DUV lithography machine that stuck ASML.
Of course, ASML does not agree, this is certain. The United States seems to have had many times when it comes to ASML not exporting DUV lithography machines to mainland China, but ASML has not agreed.
For example, two days ago, ASML's CEO made another statement in response to this rumor. He said : "If the United States forces it to stop selling semiconductor equipment to Chinese companies, the global chip supply chain may be interrupted!"
is obvious, and ASML does not agree. After all, for ASML, it is definitely not a bad thing to have a large customer like mainland China. He doesn't want to be stuck between China and the United States, but just want to do some business and make some money.
However, if you want to think that ASML cannot be separated from mainland China, then I think it is a mistake. I really overestimate myself and underestimate the ability of ASML.
has data as evidence. Take ASML's second quarter of 2022 as an example. ASML's revenue in this quarter was html of 15.43 billion euros, higher than 4 billion euros in the same period last year. Net profit was 1.41 billion euros, up from 1.04 billion euros a year ago.
In terms of revenue distribution, 141% of html comes from Taiwan, 33% comes from South Korea, 10% comes from mainland China, and 10% comes from the United States.
In the last quarter, mainland China was 34%, Taiwan was 22%, South Korea was 29%, and the United States was 6%. In just one quarter, mainland China became third, and it was still third with the United States.
From this data, it can also be seen that mainland China actually contributed only 10%. 10% is of course very important for ASML, after all, it is worth 542 million euros, but to put it bluntly, it is also optional to put it bluntly. If this 10% is missing, it will not hurt or itchy for ASML.
ASML now mainly relies on EUV lithography machine to make a lot of money. In the second quarter of , the sales share of EUV lithography system has increased significantly from 26% in the first quarter to 48%.
, and EUV cannot be sold to mainland China, and EUV is currently very popular, such as TSMC, , Samsung , and intel, are rushing to get it.
So based on these situations and data, we can think that for ASML, mainland China is not indispensable. The lithography machine is still and the seller's market . If it must be cut off, it is not unacceptable. Don't always imagine that the other party will not cut off, but you still have to develop it yourself.
