1500 people?ASML is a bit dark

High -end chips with 14nm and below processes are widely used in electronic products such as smartphones and PCs. It is of great significance for the development of artificial intelligence. At the same time, the industry and market behind it are also very huge.

Taking the leader of the wafer foundry as an example, its global market share in 2021 is close to 60 %. Among them, the high -end process of 16nm and below accounts for about 65%of TSMC's revenue. These data show that although high -end process foundry, its applications are not as wide as low -end, but their profits are much higher.

Because of this, the EUV light carving machine specifically used to produce high -end process chips has become the key. At present, only ASML companies in the world can produce EUV lithography machines.

ASML's face changes, it comes to a bit suddenly

With the EUV lithography machine, ASML has the right to speak in the industry. Any foundry who wants to enter the high -end process must find ASML to start the top EUV light carved machine. The domestic foundry faucet SMIC has deployed high -end processes early and bought one from ASML.

I thought I was waiting for the goods, plus the big team like Liang Mengsong, and SMIC could quickly break through 14nm and 7nm. As a result, he killed a Cheng Cheng -bite, and Mei suddenly made a stalk from it, and ASML was prohibited from shipping. What is even more surprising is that ASML, which has always implemented the purpose of free trade, really deducted SMIC's goods.

Moreover, ASML not only does not ship, but also sarcaies in turn. His president Wen Ningke opened his words publicly, even if he gave us drawings, he couldn't make it. Does it sound arrogant? Not only do you not reflect on your behavior, but you must pour cold water to consumers.

However, this arrogance did not last long, Wen Ningke changed the style of the past and began to "embrace" the domestic market. First, it means that it is unlikely to create an EUV lithography machine in China, but it is not so absolute. There is a suspicion of "showing good" in words, and it seems to be asking for the road.

Soon, ASML began a large movement to develop the domestic market, mainly manifested in batches DUV lithography machine, expanding domestic base scale. Especially in the first quarter of this year, the domestic market alone contributed a maximum 34% revenue to ASML.

The change of ASML's face is so fast that we have some unexpected words. From the beginning of the deduction, to the current scale of sales and business, ASML has become a smiley person?

1500 people, ASML's mind is not easy

In fact, ASML has always been the original ASML, and his essence is pursuing benefits. Do not talk about Wude's confession directly because he was afraid of being suppressed by beauty and could not make money. Now that we have shipped a large number of DUV light engraving machines, they are afraid that after the rise of domestic lithography machines, it has completely lost its domestic market.

Therefore, it is strong first, and constantly sells low -priced low -end light carvings to occupy the domestic market with price wars. This can be seen from ASML recruitment. At the end of 20211, the number of domestic employees of ASML exceeded 1,300, and the latest news was that this data has exceeded 1,500! Moreover, in June, ASML also stated that it would continue to expand the number of domestic employees and recruit more than 200 people.

After recruiting so many people, the scale of ASML in China is getting larger and larger, and its competitiveness is getting stronger and stronger. In the face of the advantages of domestic self -developed light engraving machines, it is more obvious.

At present, ASML already has a set of mature business services in China, including offices, warehousing logistics centers, development centers and maintenance centers. These institutions with domestic employees will help ASML to better occupy the market in the country and maintain their advantage for a long time.

Domestic lithography machine self -reliance

Over time, ASML's Ruyi algorithm is completely exposed, which is not good news for domestic lithography machines. This means that the domestic optical engine must be more self -reliant and require stronger toughness. Fortunately, we also have a lot of ASML advantages, such as official investment, market optimism, and concentrated strength to do major events.

Finally, I hope that domestic optical carciers will break ASML monopoly as soon as possible and truly achieve autonomy.

- END -