As it becomes more and more serious, SMIC has purchased an EUV lithography machine from ASML in 2018, but four years have passed and the goods have not been received.

After Huawei was sanctioned by the United States, ASML quickly expressed its position and even called out to the Chinese market from a distance, "Even if the drawings of EUV lithography machines are disclosed, China cannot make them." As the price becomes more and more serious, SMIC has purchased an EUV lithography machine from ASML in 2018, but four years have passed and the goods have not been received. Obviously, ASML is not friendly to Chinese technology companies.

However, Huawei's sanctions against the United States have had a great impact on the entire Chinese technology industry, and has also taught other technology companies a lesson. Chinese Academician Ni Guangnan has repeatedly emphasized that core technologies cannot be bought, begged, and cannot be brought! Academician of the Chinese Academy of Engineering Wu Hanming also issued a warning to chip-related companies. Don’t pay too much attention to the high-end chip market. The key is to stay firm in the mid- and low-end chip market first.

Under the encouragement and warning of many academicians, China's chip industry has accelerated its self-development path and the "de-beautification" process has been comprehensively accelerated, which has brought a painful blow to ASML companies. Shanghai Microelectronics has achieved a breakthrough in the domestic lithography machine . SMIC has successfully switched the track and gained a foothold in the mature process chip market. It no longer needs EUV lithography machines.

In addition, due to the decline in global chip demand, TSMC, a major shareholder and major customer of ASML, also has plans to shut down some EUV lithography machines. At present, TSMC has a total of 80 EUV lithography machines, but the huge power and hydraulic consumption has made TSMC unable to bear it, which also reveals the shortcomings of EUV lithography machines. It is not an exaggeration at all. If TSMC really shuts down some EUV lithography machines, it will not only affect TSMC's subsequent procurement of EUV lithography machines, but also affect other customers' demand for EUV lithography machines.

However, this is not finished yet. ASML, the company's main competitor Nikon , has also begun to "show off muscles". Recently, Nikon officially announced that it will increase its layout in the Chinese market, and the shipment volume of lithography machines will be increased by more than 3 times. Obviously, in the context of declining demand for EUV lithography machines, Nikon will also compete with ASML for the share of DUV lithography machines in the Chinese market, which ASML does not want to see.

Seeing the current situation of ASML company, foreign media also commented that the "good days" of ASML company are over. To be honest, in the past few years, ASML was indeed a "treasure". EUV lithography machines were in short supply and there was no need to worry about orders at all. Only the three major shareholders, , Intel , TSMC, and , Samsung , have been able to cover the annual output of EUV lithography machines. Perhaps this is also the reason why ASML was arrogant at the time.

But starting from the US's modification of chip rules, on the surface, Chinese chip-related companies including Huawei are the targets of suppression. But in fact, the global chip market has been disrupted. Except for ASML, chip giants such as TSMC, Samsung, , Qualcomm, , Intel, etc. have all suffered economic losses to varying degrees, and none of them have been spared.

In the context of global economic integration, the United States is also trying to rely on "technology hegemony" to gain dominance, which obviously does not work. It is undeniable that the United States is still a strong person in the chip field, but the "strong people will always be strong" mentioned in Matthew Effect is also time-efficient. If you don't focus on scientific research, how can you maintain the advantages of the strong?

For Chinese chip companies, life is indeed difficult now, but it is both dangerous and full of opportunities. As long as you are down-to-earth, step by step, first achieve self-sufficiency of mid- and low-end chips, and then impact the high-end chip market, it may not take long to see people's faces. What do you think about this? Welcome to comment and leave a message!