At present, the global chip supply is very tight, and relevant institutions predict that the world will continue to lack cores in 2022. The United States is trying to curb the development of the mainland semiconductor industry, and even said that the mainland's independent research and development of chips will make the world feel uneasy. It can be said that both the mainland and the world are paying close attention to every move in the semiconductor field.
Recently, the world's leading lithography machine manufacturer ASML announced its 2021 revenue, let's analyze what information ASML reveals. It is reported that ASML's net sales in 2021 will be 18.6 billion euros (about 133.8 billion yuan) and net income will be 5.9 billion euros (about 42.4 billion yuan).
The reason why ASML can have such a good performance in 2021 is still very much related to the global core shortage environment. Because in order to alleviate the pressure on global chips, both TSMC and Samsung are running at full capacity. Moreover, in the case of TSMC and Samsung running at full capacity, production capacity is still tight, so many chip manufacturing companies are expanding production, and expansion will inevitably require ASML lithography machines.
It is understood that ASML shipped a total of 286 lithography machines in 2021, of which 42 were EUV lithography machines. It can be seen that the major chip manufacturing companies have a huge demand for ASML lithography machines, and ASML executives pointed out that the current PRODUCTION CAPACITY of ASML is still insufficient to meet the needs of customers, and the needs of customers are about 40% higher than the current production capacity.
Logically, ASML's revenue "report card" is so beautiful, and the user demand is strong, ASML should be very happy. But foreign media commented: ASML still has not got rid of the passive situation! The foreign media said this mainly because of the following aspects:
The first is that ASML is still unable to freely ship EUV lithography machines. ASML has always wanted to get a license for free shipment, but seeing that Qualcomm, Microsoft, Intel and other companies have successively obtained free shipping licenses, ASML can only "dry eyes". ASML will have some R&D centers and factories in the United States, and will also build new office buildings in the United States, planning to put more research and development work in the United States, but this still has not been exchanged for a paper license.
In order to be able to obtain the license for free shipment, ASML also signed the next generation of NA EUV lithography machine with a value of 0.55 to Intel. In fact, TSMC, Samsung, Intel are also shareholders of ASML, before TSMC got about 60% of the EUV lithography machine, but this time ASML gave the most advanced NA EUV lithography machine to Intel, and its intention is also very obvious.
In addition, asML itself is also under a lot of pressure. Domestic lithography machine in the rapid development, if ASML does not increase the layout of the Chinese market, then in the future such as the development of domestic lithography machine, ASML's market share will inevitably shrink.
And Canon, Armored Man intends to promote the NIL process globally, the current NIL process has been able to mass-produce 15 process chips, is expected to be able to use the NIL process to produce 5nm process chips by 2025. If ASML has not been able to freely ship EUV lithography machines, the NIL process will also have an impact on ASML.
In summary, foreign media will comment that ASML is still not out of the passive situation. What do you think about that? Welcome to the end of the article, thank you for your support!