. Whether the DUV lithography machine that has been pulled for so long will be restricted, or a situation we don’t want to see is still ushering in a situation we don’t want to see - ". The Netherlands is discussing with the United States to negotiate the implementation of semiconductor equipment shipment restrictions, and a new agreement will be reached as early as next month."
. Judging from the previous statement that the Netherlands has made it clear that it will not follow the current situation, the new regulations on shipment of DUV lithography machines are likely to be restricted shipments. Once this is the case, it also means that a gap has been opened in the process of winning over allies of the United States, and the remaining Americans will probably try every means to win over the same restricted camp.
This is a bad signal for both our domestic market and for ASML. However, now the "breakthrough point" has appeared.
Just recently, it was revealed that the United States is currently putting pressure on Japanese semiconductors. It is reported that it is directly requiring Japanese semiconductors to cooperate with the United States to restrict shipments. As for why the editor said this is a breakthrough point, it is because the decision of Japanese semiconductors is likely to affect the Dutch agreement.
You should know that after the new regulations on US restrictions were released, the Netherlands and Japanese semiconductors were the first to win over. First of all, in terms of breakthroughs in cutting-edge technology, US Semiconductor and Japanese Semiconductor have the foundation for the first time to join forces. Secondly, ASML is a key point in the lithography machine market. In addition, there are also lithography giants in Japan, and they all expressed their desire to increase shipments in the mainland Chinese market.
When facing the US win over, Japanese semiconductors made a quick statement and said bluntly that they were already referring to what they could follow the restrictions. Obviously, at that time, Japanese semiconductors sent a good signal to the United States. However, after this statement, Japanese semiconductor did not take any actual actions for a long time. Not only that, it also joined forces with several companies to form an alliance to break through cutting-edge technologies such as 2nm. It is enough to show that Japanese semiconductors do not want to follow the restrictions so much. This can be seen from the direct pressure from the current US.
Then, based on this situation, it is very likely that there will be an accident to make Japanese semiconductors follow the US restrictions. What’s more coincidental is that after the direct request from the United States came out, the chip alliance established by Japan Semiconductor had a new trend, that is, it put R&D on the agenda in a short period of time. If you want to say that these two have nothing to do with , the outside world will probably have some doubts.
As long as the attitude of Japanese semiconductors changes, the attitude of the Netherlands also has a chance of change. After all, there is a prerequisite for the US restrictions to play a role, that is, "allies join", and it has also promised that US companies must win over other enterprise restrictions in order to impose the same restrictions on US companies. In other words, as long as there is an ally that does not join, US companies will not encounter large-scale restrictions. At this time, no one can think of just a corporate restriction on ASML.
Therefore, I personally think that Japanese semiconductors are now approaching the attitude of being put into pressure, which is a breakthrough point. . Once this aspect of Japanese semiconductor changes, the new regulations on the shipment of DUV lithography machines may usher in variables. After all, from the beginning, neither ASML nor the Netherlands were willing to do such things that restrict shipments and harm the interests of enterprises, and this attitude has lasted for a long time, so it is enough to show that the current situation is not what Dutch Semiconductor really sees.
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