In order to survive, ASML is bright, and I hope to continue to supply the lithography machine to the Chinese chip

Due to the well -known reasons, the difficulty of free shipping in ASML is getting greater, but in view of the changes in the global chip industry, under the pressure of survival, ASML is forced to make a clear attitude, that is, I hope to continue to supply the Chinese chip to the lithography machine.

Due to the well -known reasons, ASML did not supply the EUV lithography machine to the Chinese chip, but a certain country was still dissatisfied and recently pressured it again. Ask ASML to supply the DUV lithography machine below 14nm to the Chinese chip. It makes it difficult for ASML to accept.

ASML means that the DUV lithography machine is already a mature technology. It does not supply the DUV lithography machine to the Chinese chip, which is not good for the global chip industry chain. Its executives stated that it should continue to supply the DUV lithography machine to the Chinese chip. ASML is unwilling to follow the country’s country’s The requirement is that the current changes in the global chip industry have made many chip and equipment companies such as ASML deeply under pressure.

In the past two years, the global chip industry has entered the stage of hot expansion chip production capacity, which has allowed ASML to enjoy a good day for two years. In 2021, the net profit of ASML has increased by more than 60 %. The pause of chip production capacity expansion competitions is undoubtedly a huge blow for many chip and equipment companies such as ASML.

For ASML, the importance of Chinese chips will be further highlighted in the case where the global chip production capacity expansion may be suspended, which will determine the survival problem of ASML, because the Chinese market is likely to continue the expansion of chip production capacity, and to the light carving machine The demand will continue to increase.

Industry insiders have pointed out that China has become the world's largest chip market for many years. In 2021, it has purchased $ 400 billion in chips. With what happened since 2019, China has recognized the importance of increasing the self -sufficiency rate of chips. Therefore, it actively expands chip production capacity After two years of expansion, the self -sufficiency rate of chip has not reached more than 30 %.

China hopes to reach 70 % of chip self -sufficiency in 2025, which means that China will still expand the chip production capacity in the next few years. ASML's life -saving straw.

In fact, although China has not been able to obtain the supply of EUV light engravings in the past two years, it still purchases the ASML EUV lithography machine in a large procurement. In 2021 and the first quarter of this year, they have contributed to ASML to one -third of their income and become ASML The largest source of income sources, in this case, ASML will not easily abandon the Chinese market.

It is based on this reality ASML has always expressed the attitude of continuing to cooperate with Chinese chips. Even the industry pointed out that with the mass production of the second -generation EUV lithography machine, ASML hopes to make a big deal to the first generation of EUV light engraving in China. For this, ASML is still increasing the production capacity of the first generation of EUV lithography machines, while only TSMC, Samsung and Intel are left with the customers of the EUV lithography machine, but they have begun to plan to purchase the second -generation EUV lithography machine The demand for the first generation of EUV light carvings will gradually decline, so ASML needs China to help solve the first -generation EUV lithography machine.

Although a certain country has repeatedly pressured, the chip production capacity of a certain country is unlikely to continue to expand. Even Intel chooses to build the most advanced Intel 4 factory in Ireland instead of local construction, mainly because the country's cost is too high. ASML should not sell light carved machines in China, but it cannot bring more income to ASML. ASML is inevitable to find another way, and this big customer in China is undoubtedly the primary consideration of ASML.

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