With the development of technology, the role of chip is becoming increasingly prominent. However, my country has not been developing for a long time in the chip field, so it has been restricted in many aspects. my country has obviously realized the importance of chips in the field of high-tech. Over the years, it has continuously promoted the development of chips and invested a lot of money and energy. However, in the field of lithography machine , my country has been unable to achieve breakthrough results for a long time. Compared with chips,
lithography machine is more important, because in the process of making chips, lithography machines are indispensable. Even said that the chips required for the global electronics industry now rely on lithography machines. There are mainly two different lithography machines on the market now, namely EUV lithography machines and DUV lithography machines. The most commonly used EUV lithography machines in various countries. Nowadays, chips are needed to support them in various electronic products to operate normally, so the important position of lithography machines is unquestionable.
The importance of lithography machine
The Dutch ASML company has mastered the production technology of lithography machines. The price of an EUV lithography machine is 1.17 billion yuan. Relying on the sale of lithography machines, the sales of ASML company has exceeded 4.5 billion euros in recent years. As a world's largest chip user, China has naturally become an important customer of ASML. After all, with our current science and technology, there is no way to manufacture such machines, so we can only import them from ASML.
However, in the past few years, because of the fear of the rise of China's technology, in order to curb China's development, European and American countries have suppressed major Chinese companies and restricted China's development. As an important high-tech company, ASML naturally follows national policies to reduce exports to China's lithography machines.
However, ASML has suddenly changed its face recently. Not only does it deviate from the "American Following Policy" that has been implemented in the past, it also continues to provide lithography machines to China. Now China has imported 78 lithography machines from ASML. Why did ASML companies change such a big way? Is this a good sign?
ASML The reason for the big change of face
is the first reason for economic interests. China's economic development over the years has attracted worldwide attention and has also achieved great results in the development of the Internet and smartphone fields, so the demand for chips has increased significantly. In this way, my country also needs more lithography machines, and the order demand for ASML companies will rise sharply. As an important customer of ASML, China can bring ASML a huge profit of to . In the face of interests, ASML is naturally unwilling to lose China's huge market.
You should know that China alone contributes about 20% of its revenue to this company, so ASML companies can selectively suppress China, but they will never risk losing the Chinese market to curb China's development.
Another important point is that the customer base of lithography machines is extremely narrow. Although the price of a lithography machine can easily exceed 1 billion yuan, its output is also very low. Over the years, ASML has delivered only more than 100 lithography machines. This means that every customer who is willing to buy a lithography machine is precious to ASML.
If China is unwilling to purchase lithography machines from ASML companies, not only will the profits be damaged, but the most important thing is that it will also limit the development of its own business and career. You should know that ASML is now preparing future production and sales plans. If the strategy does not meet the standards, it will undoubtedly be a huge loss for the company.
In short, ASML's face changes are still based on their own interests. To limit the development of China's chips, the easiest thing is to directly take away the equipment that researches and manufactures chips. Although ASML has changed its previous strategy now, it does not mean that it will always be a good partner in China in the future.
Once China shows its strength to make this company fear, ASML companies will re-take the old path of sanctions and impose restrictions on China.What do you think of ASML’s big face change? Welcome to leave a message in the comment area.
