To prevent ASML from selling lithography machines to stop the footsteps of Chinese chips, the American chip itself is difficult to guarantee
Author:Bai Ming Technology Time:2022.07.25
The United States continued to crooked ideas. Recently, the United States has proposed a chip bill, trying to attract more chip companies to build factories in the United States, and at the same time attract ASML. In the footsteps, the United States should first consider solving the survival problem of its own chip.
In 2018, Mainland China SMIC purchased an EUV lithography machine from ASML for $ 120 million. However, due to the obstruction of the United States, the EUV lithography machine has not been delivered to SMIC. Efforts and quickly made breakthroughs.
In 2019, CSI has produced a 14nm process. After overcome the 14nm process, it quickly developed the 7nm process. Recently, foreign media reported that SMIC had successfully produced in July last year without the EUV lithography machine. The 7nm process highlights that SMIC has successfully solved the technical research and development problem of 7nm process based on the existing equipment.
In recent years, the Chinese chip industry has actively used many conditions to develop the chip manufacturing industry. In addition to SMIC's progress in advanced technology, many Chinese chip manufacturing companies buy second -hand lithography machines from Japan to 2021 Chinese chips. Manufacturing capacity has ranked among the top three in the world. Among them, Jinghe Integration also ranked among the top ten global chip manufacturing in 2021. So far, three chip manufacturing companies in China have entered the top ten global chip manufacturing.
It can be seen that the United States' plan at that time did not prevent the footsteps of the Chinese chip manufacturing industry. Now China is actively opening its own chip manufacturing industry chain. It has opened 7 in the eight major links of chip manufacturing. The etching machine has reached 5nm process. Another chip sealing and testing enterprise stated that it has achieved the sealing and testing technology of 4nm chips, which shows the rapid progress of the Chinese chip industry chain.
In contrast, the American chip itself is facing heavy problems. In terms of chip manufacturing, the core has announced the stop of developing 7nm and more advanced processes. Intel, the most powerful chip company in the United States, is still promoting the mass production of 7nm process. I am backward in advanced craftsmanship. Therefore, the 7nm process is changed to the Intel 4 process by renamed the name. I hope to keep up with the footsteps of the stage and Samsung in terms of name to save a little face.
American chips are still facing the problem of excess chip supply. American radio frequency chip companies and simulation chip companies have published information to indicate that high inventory is inventory. In order to promote the sales of chips More American chips, because China is the world's largest chip buyer, China purchased 60 % of the world's chips in 2021.
In this case, the United States not only does not consider how to solve problems for American chip companies, but also disturb the market in many aspects. This is likely that the inventory of American chips is difficult to clean up and affects the interests of American chip companies. It is based on their own interests that American chip companies, Qualcomm, Intel, and others have actively improved their relationships with Chinese customers.
The same is true for ASML, China has now become the largest customer of ASML. In the first quarter of this year, ASML sold its 34%of the photoc. -in -Chinese customers to Chinese customers. In the second quarter, ASML's profits did not reach expectations. ASML executives stated that they did not sell lithography machines to China, and they would eventually disrupt the global chip market, which means that they want to continue to sell lithography machines to China.
The current encounter of American chips is actually caused by the United States itself. In 2019, the United States has taken action against Huawei, causing various economies in the world to worry about chip supply issues. As a result, chips have been hoarded and the production capacity of chip has been greatly expanded. Since this year, many industries in the world have recession. The demand for chips has plummeted. The previously hoarded chips have been released, and the production capacity of the chip expanded in the past two years has also been opened, which has led to the problem of overpherishing the chip. The US chip with nearly 50 % of the global chip market has suffered.
However, the United States obviously did not learn lessons, but instead became intensified. The result of this must be to hold stones to smash its own feet, which will make it more difficult for American chips to be sold.
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