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As TSMC continues to move closer to the United States, the development focus of the Netherlands ASML is more inclined to the Chinese market. As we all know, TSMC is the world's largest chip foundry. Although it has an unparalleled position in the field of chip foundry, due to the concentration of customers in the United States, any direction of TSMC must be approved by the United States. The Dutch ASML is different. As the only company in the world with a mature supply chain for EUV lithography machines, although the largest shareholder is an American, the initiative is still in its own hands. Now, the reason why ASML in the Netherlands has changed its attitude has been found, saying that China can also independently build lithography machine . This means that ASML's statement of providing it to the United States has always been a cover-up. Things get interesting.
Dutch ASML is a global lithography giant and holds a large number of patents for EUV lithography machines. Although it has been unable to provide it to China, the supply of DUV lithography machines is not controlled. Nowadays, China is in the golden period of development of the semiconductor industry, and the demand for DUV lithography machines is very strong. Since ASML began to provide DUV lithography machines to China, China has become ASML's largest customer. Seeing that DUV lithography machines have begun to rise in China's semiconductor field, the United States has begun to worry again. It has continuously hinted to ASML that it must upgrade restrictions on Chinese lithography machines. The implication is that ASML is prohibited from supplying Chinese DUV lithography machines. As a result, ASML firmly opposed it. What makes people confused is that in the past, ASML could be said to obey the words of the United States. Why has its attitude changed drastically now? Just recently, engineers from Dutch ASML company gave the answer.
According to foreign media reports, Dutch ASML engineers said that photolithography machines are not an insurmountable hurdle for China. On the contrary, China can independently build photolithography machines, but it will take longer to settle. Being able to hear such remarks from Dutch ASML engineers means that Chinese lithography machine technology has attracted their attention. In recent times, China's lithography machine technology has made continuous breakthroughs. Domestic 90nm lithography machines have achieved mass production and can produce 14nm mature process chips, solving the core shortage problem in China and even the world. Such achievements have shocked ASML in the Netherlands. With the many breakthroughs in China's lithography machine technology, if we don't seize the time to export lithography machines to China, we may not have the opportunity in the future. This is exactly why the attitude of the Dutch company ASML has changed.
We all know that the statement given by ASML in the Netherlands to the United States is that China cannot independently build lithography machines, so it will be fine even if they export a large number of DUV lithography machines to China. This is a cover provided by ASML in the Netherlands to the United States in order not to lose the Chinese market. The statement that "China can manufacture lithography machines" proposed this time, on the one hand, explains the objective facts, and on the other hand, they want to continue doing business with our country, so they have shown full sincerity and friendly attitude to China. So as a country that has only just started to develop semiconductors, does our country really have the ability to manufacture lithography machines on its own?
lithography machine is the most difficult product to manufacture in the world. Not only does it have more than 5,000 suppliers around the world, but the entire body alone contains more than 100,000 parts. It is the highest level representative of human technological civilization so far. It is theoretically impossible to independently manufacture lithography machines. However, if we devote ourselves fully to the field of lithography machines, there is hope for manufacturing EUV lithography machines. The most important thing is to integrate the entire lithography machine supply chain. As long as the supply chain problems are solved, I believe that the technology of manufacturing lithography machines will no longer be a problem for our country.
However, as a Dutch ASML engineer said, China has only developed for more than 70 years. It is unrealistic for us to balance the hundreds of years of efforts of others in a few decades.The only thing worth mentioning is that China has a population of 1.4 billion and has trained more talents than other countries. In the future, its scientific research strength will become stronger day by day. For this, we must be mentally prepared. China's 5G, that is, mobile communication technology, has achieved overtaking in corners. I believe that China's semiconductor field will one day surpass developed countries.
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