Perhaps in two years, ASML will be free to supply China EUV light engraving machines

ASML has recently released goodwill to the Chinese chip industry. Recently, it has even recruited 200 employees in China to enhance the ability to provide services to Chinese chips. People in the industry believe that this may be ASML. prepare.

Due to the well -known reasons, ASML cannot be shipped freely. Not the most advanced product.

TSMC said that its 2nm process was put into production as soon as 2024, which means that ASML is stepping up the mass production of the second -generation EUV photoc. In this way, at that time, the first generation of EUV light carved machine was not the most advanced product.

The upgrade of technology is also forcing ASML to improve the relationship with the Chinese chip industry. At present, Japan has adopted NIL process production chips without a light carved machine. The Japanese side said that the NIL process can be used to produce 5nm processes. For China, as long as energy is now energy The 7nm process can meet the needs of 90 % of domestic domestic needs. In this way, China can seek cooperation with Japan to develop NIL processes by bypassing the light carved machine. In this case, ASML is certainly reluctant to abandon this interest.

In addition to the development of 7nm and more advanced processes in the world, only Chinese chip manufacturing companies are still developing 7nm and more advanced processes, and the first three have purchased the first generation of EUV lithography machines. In fact, the first -generation EUV light carving machine is actually the customer of Chinese chips, which also forces ASML to find the opportunity to export the first generation of EUV lithography machines to China as soon as possible.

In the past two years, ASML has been quite beautiful in the global chip market, but only it knows its own bitter parts. Its products are only products such as lithography machines, with limited customers and limited demand. The periodicity of the chip industry has also led to its performance. Along with the ups and downs of the chip industry.

After the expansion of global chip production capacity in recent years, the chip industry seems to be entering the downward phase, and the overcurrent of the chip is becoming more and more obvious. %, Net profit is cut, if the chip industry enters the downward phase, ASML's life will be more bitter.

In this case, China is exactly the market that ASML needs to pay attention to. In 2021, China is the largest customer of ASML. It has purchased about 30 % of ASML of an optical carciers. If the chip industry enters the downward stage, due The proportion of China's contribution to ASML will further rise, so it needs to pay more attention to this customer.

The American approach cannot bring more income to ASML. Now the United States accounts for only 12%of global chip manufacturing capacity. The United States intends to improve its chip manufacturing capacity. It was miserable that Intel's Intel 4 factory was not set up in the United States but in Ireland. In this way, ASML could not bring more income, but China has continuously brought more income to ASML income to ASML. Based on interest considerations, ASML also has to pay more attention to China's opinions.

In general, the changes in the global chip market in the past two years may force ASML to change the attitude of selling the first generation of EUV light carved machines in order to survive. Increase, after all, this is the result of win -win for ASML and Chinese chip industry.

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